Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Languages
Timeline
AccountManager

Benjamin Ho

Summary

Skilled Business Development leader offering more than 14 years of experience in leading operations and enhancing revenue in Agency, Financial Advisory and Bancassurance. Bringing expertise in partners and stakeholders management along with excellent interpersonal communication, relationship-building and team leadership abilities. Results-driven and proactive with demonstrated record of accomplishment in meeting and exceeding sales and revenue objectives.

Overview

15
15
years of professional experience
1
1
Certificate

Work History

Senior Business Development Manager

Manulife Singapore
03.2020 - Current
  • Forge strong Bancassurance partnership with DBS
  • Align focus with DBS on delivering our vision of "Number 1 Bancassurance provider in Singapore."
  • Coordinated innovative strategies to accomplish marketing objectives and boost long-term profitability.
  • Developed new favorable products together with different stakeholders and department, balancing firm immediate and long term objectives
  • Represented company and promoted products at strategic meetings.
  • Work very closely with all internal stakeholders to ensure we meet our deal targets.
  • Identified distributor challenges related to product offerings in order to formulate potential solutions.
  • Consulted with product development teams to enhance products based on customer interest data.
  • Generated new business with marketing initiatives and strategic plans to encourage and motivate sales force.

Deputy Telesales Head

Manulife Singapore
01.2021 - 03.2022
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement.
  • Resolved problems, improved operations and provided exceptional service in order to provide an excellent customer journey.
  • Collaborated with team members to achieve target results.
  • Conduct weekly sales and coaching clinic to engage and improve team's capabilities.
  • Interview and recruit new telesales staff to achieve business plan.
  • Redesigned existing staff remuneration to motivate and balance profit margin to ensure long term growth and sustainability.
  • Identified issues, analyzed information and provided solutions to problems.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Business Development Manager

Manulife Singapore
08.2018 - 02.2020
  • Established relationships with key decision-makers within organization to promote growth and long term sustainability.
  • Consulted with product development teams to enhance products based on customer interest data.
  • Created reports and presentations detailing business development activities.
  • Curated targeted training modules together with business partners to address competency of reps
  • Engage both internal and external stakeholders for regularly to drive improvements and deliver company's bold ambitions.

Trainer

Manulife Singapore
03.2017 - 08.2018
  • Quickly adapted training plans for client needs, keeping timelines, budgets and desires in mind.
  • Scheduled and taught in class and online courses to increase learning opportunities for bank partners.
  • Developed effective training plans based on department needs and objectives.
  • Deliver best of class learning by sourcing, designing and delivering curated training programs and other initiatives.
  • Developed in house Learning Management Systems to enhance and automate Just In Time training modules for sales reps and leaders.
  • Trained new entrants to equip them with relevant knowledge and skill in order to excel in their role.
  • Held product launches training to more than 600 reps each time.
  • Always challenging system quo to incorporate technologies into training to increase participation and engagement.

Advisory Manager

finexis advisory Pte Ltd
08.2014 - 03.2017
  • Adhered to budget requirements with excellent planning and consistent expense monitoring.
  • Recruited and oversaw financial consultants to achieve performance and quality targets.
  • Worked flexible hours across night, weekends and holiday to plan and organise business related event like client seminar, recruitment events, roadshows.
  • Effectively led, developed and coach team of senior and executive Financial Consultants with more than $1.2 million yearly.
  • Conduct product and sales advisory training to new and existing experienced consultants.
  • Assisted to resolve any pre,post and in-sales issues.
  • Responsible for company's induction training for newly appointed consultants.
  • Recruited more than 12 Financial Consultants in 1st year of appointment.
  • Involved in company's regional training as facilitators in Indonesia, Malaysia and Taiwan.
  • Part of company's product analyst team to identify unique proposition and due diligence before on-boarding new products.
  • Also managing company's Management Associate Unit concurrently, to acquire and train firm’s future leaders.

Competency Manager

finexis advisory Pte Ltd
08.2013 - 08.2014
  • Maintained energy and enthusiasm in fast-paced environment.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Resolved problems, improved operations and provided exceptional service.
  • Responsible for coaching, training and business support of 45 licensed Financial Consultants
  • Supported team of 4 Advisory Managers to supervise and develop regulated skills and competencies of each consultants
  • Ensured effective governance and sustainability standards are met at all time.

Business Development Manager

finexis advisory Pte Ltd
04.2010 - 08.2013
  • Adhered to budget requirements with excellent planning and consistent expense monitoring.
  • Recruited and oversaw financial consultants to achieve performance and quality targets.
  • Worked flexible hours across night, weekends and holiday to plan and organised business related event like client seminar, recruitment events, roadshows.
  • Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
  • Resolved problems, improved operations and provided exceptional service.
  • Responsible for coaching, training and business support to licensed Financial Consultants under company's direct team.

Financial Consultant

finexis advisory Pte Ltd
10.2008 - 03.2010
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Qualified for partners' incentive trip in 1st year

Financial Services Representative

Aviva Limited
06.2008 - 08.2008
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Sales of Aviva's financial product to targeted market of Singapore Citizen/PR aged 40 and above
  • Acquired more than 40 new clients in first 3 months

Education

Diploma in Information Communication Technology - Information Communication

Singapore Polytechnic
Singapore
01.2005

Skills

  • Problem Solving
  • Talent Recruitment
  • Sales Projections
  • Relationship Building
  • Interdepartmental Collaboration
  • Staff Training and Development
  • Direct Sales
  • Team Management

Accomplishments

  • 20% year on year growth, achieving a remarkable 11% above plan and hitting multiple sales records in 2018.
  • Recognised by Manulife for 2018 achievements in a Global Stars of Excellence award event in Canada where the winners are handpicked by the top management team in Manulife.


Certification

  • Mastering Negotiation, SIM - May 9 -10, 2022

Additional Information

Having been in the agency, Financial Advisory(FA) and Bancassurance space as both Financial Consultant and Business Development Manager over the past 14 years in this competitive industry, I believe I am able to value add to the organisation from a very diversed and holistic perspective.


However, more than just my proficiencies in financial products, my true passion and expertise lies in handling training, business development tasks and team management.


Given my strengths (based on Gallup), experiences and your mentorship, I would be a clear and a driven leader/teammate, skilled in developing and driving company's bold vision.


Top 5 strengths as per Gallup:

1) Empathy

2) Ideation

3) Adaptability

4) Developer

5) Individualization

Languages

English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)

Timeline

Deputy Telesales Head

Manulife Singapore
01.2021 - 03.2022

Senior Business Development Manager

Manulife Singapore
03.2020 - Current

Business Development Manager

Manulife Singapore
08.2018 - 02.2020

Trainer

Manulife Singapore
03.2017 - 08.2018

Advisory Manager

finexis advisory Pte Ltd
08.2014 - 03.2017

Competency Manager

finexis advisory Pte Ltd
08.2013 - 08.2014

Business Development Manager

finexis advisory Pte Ltd
04.2010 - 08.2013

Financial Consultant

finexis advisory Pte Ltd
10.2008 - 03.2010

Financial Services Representative

Aviva Limited
06.2008 - 08.2008

Diploma in Information Communication Technology - Information Communication

Singapore Polytechnic
Benjamin Ho