Christopher Martin
Summary
Highly motivated and dedicated professional with 10 years of experience in Client Service and Sales. Proven track record of success in mentoring juniors, garnering awards and delivering required targets. Demonstrated excellence in client relationship management and stakeholder communication, with a commitment to continuous learning and professional development. Strong interpersonal and communication skills, with a talent for building and maintaining relationships with clients, colleagues, and stakeholders. Seeking to leverage my background in Client services and Sales to contribute effectively to a dynamic team at a forward-thinking company.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Family Caregiver
Unemployed
11.2023 - Current
- Provided full-time care and support for my mother, managing medical appointments, medications, and daily activities.
- Developed strong time management, organizational, and multitasking skills through coordinating healthcare needs and household responsibilities.
Independent Trader
Freelance
11.2023 - Current
- Engaged in self-directed learning of trading principles and strategies.
- Executed trades during nighttime hours, gaining hands-on experience in financial markets.
- Analyzed market trends and performance to make informed trading decisions.
Business Development Manager
LexisNexis
02.2023 - 11.2023
- Increased client base by identifying new business opportunities and cultivating strong relationships with key decision makers
- Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business
- Generated new business with marketing initiatives and strategic plans
- Reached out to potential customers via telephone, email, and in-person inquiries
- Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service
- Represented company and promoted products at conferences and industry events.
Client Relationship Manager
SDAX Financial Pte Ltd
08.2022 - 02.2023
- Maintained detailed records of all client interactions, ensuring accuracy in account management and reporting activities
- Developed strong rapport with clients through consistent follow-up and attention to detail
- Facilitated smooth onboarding experiences for new clients, guiding them through product setup and training procedures
- Strengthened client relationships by maintaining regular communication and addressing concerns promptly
- Improved customer satisfaction rates by providing tailored solutions to meet individual client needs
- Addressed and resolved customer complaints and issues to improve satisfaction
- Managed a portfolio of key accounts, ensuring timely and accurate delivery of services and products.
Personal Wealth Manager
HSBC Bank
10.2021 - 08.2022
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client's circumstances
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives
- Assisted clients with multi-generational wealth transfer by creating customized estate plans that minimized tax liability while maintaining family harmony
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
Advance Manager (Universal Banking Ambassador)
HSBC Bank
01.2019 - 09.2021
- Provided exceptional customer service, addressing inquiries promptly and ensuring client satisfaction throughout the entire acquisition process
- Utilized CRM software to efficiently manage leads, track progress, and maintain detailed records of all interactions
- Set ambitious personal targets for acquiring new clients, unsecured products, general insurance, while regularly tracking progress against established goals, maintaining motivation for continued growth within role.
Senior Sales Executive
DBS Bank
06.2013 - 12.2018
- Developed customized proposals that addressed specific client needs, ultimately securing their commitment and loyalty
- Consistently monitored sales performance metrics, adjusting tactics as necessary to achieve desired results
- Utilized multiple marketing strategies to improve profitability
- Established long-lasting relationships with clients through effective account management and consistent communication
- Mentored junior sales executives, providing guidance on best practices and strategies for achieving success in the field
- Championed a customer-centric approach within the sales team, fostering an environment where client satisfaction was always prioritized.
Education
Bachelor of Science: Banking & Finance -
Murdoch University
05.2021
Skills
- Cross-selling strategies
- CRM proficiency
- Relationship Building
- Sales Presentations
- Goal Oriented
- Sales Coaching
- Client Relationship Management
- Sales pitching
- Customer Service
- Teamwork and Collaboration
- Mentoring and training
- Sales initiatives
Certification
- M1B
- M5
- M9
- HI
- BCP
- PGI
Accomplishments
- Rising Star Award - Q2 2019
- Shining Star Award - Q3 2019, Q1 2020, Q2 2020, Q3 2020, Q4 2020, Q1 2021, Q3 2021
- Circle Of Excellence - 2021
- Orion Award - 2020/2021
Languages
English
Chinese (Mandarin)
Timeline
Family Caregiver
Unemployed
11.2023 - Current
Independent Trader
Freelance
11.2023 - Current
Business Development Manager
LexisNexis
02.2023 - 11.2023
Client Relationship Manager
SDAX Financial Pte Ltd
08.2022 - 02.2023
Personal Wealth Manager
HSBC Bank
10.2021 - 08.2022
Advance Manager (Universal Banking Ambassador)
HSBC Bank
01.2019 - 09.2021
Senior Sales Executive
DBS Bank
06.2013 - 12.2018
Bachelor of Science: Banking & Finance -
Murdoch University
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