Cinly

• Lead a results-driven offshore relationship development team focused on client acquisition and growth.

• Identify and pursue new business opportunities in offshore markets to expand the customer base.

• Develop tailored strategies to engage, convert, and retain offshore clients.

• Build and maintain strong, trust-based relationships with key decision-makers across international regions.

• Collaborate with cross-functional teams (sales, marketing, product, operations) to deliver compelling client solutions and onboarding experiences.

• Design and implement performance metrics to track customer acquisition efforts, pipeline growth, and conversion success.

• Represent the company in offshore engagements, client meetings, and industry events.Main Market - Indonesia & Thailand

• Provide coaching, training, and performance management to continuously develop team capability.
• Optimize internal processes and leverage digital tools to improve customer acquisition efficiency and service delivery.

Increased NTP customer base for Premier Banking Asia and Premier Private Client Offshore segment.

Enhanced client engagement by presenting OCBC Premier Banking value.

•Build and independently maintain effective customer acquisition sources.

•Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.

•Develop and foster strategic tie ups with potential referral partners.

•Actively engage partners to generate a consistent pipeline of prospects.

•Ability to convert leads into sales.

•Perform customer onboarding via face-to-face meetings or digital onboarding.

•Meet the compliance and control standards set in the end to end onboarding process.

Completed all required documentation for KYC and AML.

Deliver best in class customer service to all internal and external customers.

• Top RDM Acquisition for South Asia Market ( Indonesia) from January - August 2024

• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
• Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
• Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
• Worked with clients to support understanding of rationale and details of financial strategies.

• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Provide One-Stop Financial Advisory at the branch to customers through cross- selling wealth Management products that include insurance,structure deposit, Housing Loan and Unit Trusts.
• Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
• Utilized prospecting techniques to identify potential clients and provide client with financial Service.
• Active involvement with team in bank wide campaigns and branch activities.

• Responsible for acquisition of new to bank clients, new borrowing and maintaining relationship,management of business clients
• Established an effective referral networking relationship with external agency in the business community such as property agents, lawyers and developers to build strong base of referrals
• Identified and developed relationships by providing multi-products facilities for client needs such as business loan, trade facility, commercial property loans, Hire Purchased Loans & Overdraft facilities
• Addressed client needs and built financial plans while strive to outperform and exceed prior profitability and revenues. Expertise in reviewing financial documents and credit guidelines.
• Processes credit submissions and completed annual reviews to ensure timely delivery of decision, documentation and funding to clients, ensure proper advisory procedures and documentation while adhering to the bank internal policies and business process.
• Possessed an IA Code for selling Business Insurance & identify potential UL customer.
  

• Collected and arranged financial information and entered details into SAP Business One & Net Suites financial management system.
• Entered customer order details into system, accepted payments and updated accounts.
• Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
• Documented sales, customer interactions and concerns, and generated update reports for senior management.
• Handling Full Set Of Accounts
• Monthly Bank Reconciliation & Bank Closing Account