Darryl Chua
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Established Financial Broker with proven track record for consultative sales for business owners looking for business financing needs. Scaling business from scratch from lead acquisition to appointment settings and successful conversion clients by acquiring expected financing for businesses. Close follow-up for post-sales service and client referrals
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
Work History
Financial Broker
Plutus Straits Pte Ltd
05.2023 - Current
- Communicated effectively with clients, presenting complex information in a clear and concise manner.
- Worked with clients and finance companies to find optimal solutions for financing.
- Discussed financial options with clients and provided informed suggestions.
- Educated and worked with clients on ROI terms to find accurate solutions.
- Offered competitive commercial banking solutions and retail financing options.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Prepared contracts and related documentation according to strict standards.
- Collaborated with cross-functional teams to provide comprehensive financial solutions for clients.
Financial Consultant
Alpha Wealth Financial Advisors
03.2022 - 04.2024
- Researched and evaluated potential investment products for clients.
- Assisted clients during major life events, such as retirement planning or wealth transfer, preserving financial stability throughout transitions.
- Educated clients on financial topics and best practices.
- Prepared detailed reports analyzing portfolio performance against established goals, ensuring transparency and accountability to stakeholders.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Monitored and updated financial plans to comply with client goals.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Assisted clients with budgeting and cash flow management.
- Coordinated closely with legal advisors to ensure full compliance with all applicable laws governing financial transactions and account management procedures.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Collaborated with clients to develop customized investment portfolios.
- Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
- Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Advised clients on investments, retirement and estate planning.
- Expanded client base through targeted marketing efforts and referrals from satisfied customers.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Account Executive
Smart City Kitchens
08.2021 - 03.2023
- Met and exceeded service level goals to achieve standards and expectations.
- Successfully converted appointments set by Sales Development Rep (SDR) to Closed Won on a weekly basis
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Negotiated prices, terms of sales and service agreements.
- Trained junior team members on best practices for account executive responsibilities, fostering a collaborative work environment focused on continuous improvement.
- Stayed up-to-date on emerging industry and product standards and trends to revitalize accounts.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Set and achieved company defined sales goals.
Business Development Manager
Foodpanda Singapore
03.2020 - 07.2021
- Founding team of new department and new business vertical
- Experiment & Scale growth & profitability of new business segment
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Launched new product lines by conducting extensive competitor analysis and identifying gaps in the existing market offerings.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Developed new proposals, contracts and procedures to draw in more clients and streamline work operations.
- Established key performance indicators to track and analyze business progress and adjust strategies accordingly.
- Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
- Represented company and promoted products at conferences and industry events.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
Sales Development Representative
Deliveroo
07.2018 - 02.2020
- Achieved and exceeded monthly and annual sales targets.
- Developed, maintained and utilized diverse client base.
- Contributed valuable insights during product development discussions to ensure offerings aligned with market demands and customer needs.
- Developed strong relationships with key decision-makers through consistent communication and rapport-building efforts.
- Negotiated prices, terms of sales and service agreements.
- Built diverse and consistent sales portfolio.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Streamlined lead management process by utilizing CRM software to track interactions and maintain organized customer information.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Boosted overall sales revenue by identifying upselling opportunities within existing accounts and suggesting additional products or services of value.
- Improved product knowledge by attending industry events, participating in webinars, and staying current on relevant trends.
- Trained new employees on customer service, money handling and organizing strategies.
- Crafted persuasive sales pitches to communicate value of company products and services.
Senior Team Leader
Appco Group Asia
11.2016 - 06.2018
- Reduced operational costs through effective budget management and cost control measures.
- Fostered strong relationships with key stakeholders through regular updates, maintaining transparency on project status at all times.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Educated staff on organizational mission and goals to help employees achieve success.
- Hired, train & led a team of 6-8 people boosting brand activation through different campaigns representing brands like Uber / Grab / SASCO / Singtel / Shaves2U
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values.
- Oversaw the successful execution of multiple projects by effectively managing risks and addressing potential issues proactively.
- Implemented data-driven decision-making processes, leveraging analytics tools for informed business decisions.
- Promoted high standerds through personal example to help each member understand expected behavious and standards.
- Conducted regular reviews of operations and identified areas for improvement.
- Set clear team goals and delegated tasks and set deadlines.
Education
Master of Finance, Certified Financial Consultant - Finance
Singapore College of Insurance
SingaporeNo Degree - Neurolinguistic Programming
Mind Transformation
Singapore09.2019
Diploma in Hospitality & Tourism - Hospitality & Tourism
Temasek Polytechnic
Singapore03.2014
Skills
- Customer Needs Assessment
- Securities Trading
- Data Verification
- Risk Mitigation
- Budgeting expertise
- Compliance requirements
- Sales closing
- Product and Service Sales
- Lead prospecting
- Wealth Management
- Client Interviews
- Data Gathering
- Service Sales
- Customer Service
- Financial Analysis
- Markets research
- Compliance risk management
- Retirement planning
- Financial Forecasting
- Stock Trading
- Market Trends
- Market Trend Analysis
- Cash Flow Management
- Portfolio Management
- MAS regulatory compliance
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Beginner (A1)
Malay
Beginner (A1)
Basketball / muaythai / DJ & music producer
Competed in basketball competitively representing school & college since 13
Started muaythai at 18 & Fought competitively in muaythai at 19-20
Went back to taking part in competitive amateur & intermediate muaythai fights in 2024
Used to be a DJ & music producer as a hobby since 18 - 24 performed at different clubs in Singapore and Thailand
Additional Information
Started a perfume scenting business with a friend in 2019
Sold off the business, V Cube Scenting Pte Ltd for $50,000 in 2022 to my business partner who wish to buy over my share of the business after pioneering it together
He took it to scale further with his father and wife
There was 2 segments - B2C bespoke scent crafting workshops & B2B crafting various scents for business to scent their spaces or products for different objectives
Timeline
Financial Broker
Plutus Straits Pte Ltd
05.2023 - Current
Financial Consultant
Alpha Wealth Financial Advisors
03.2022 - 04.2024
Account Executive
Smart City Kitchens
08.2021 - 03.2023
Business Development Manager
Foodpanda Singapore
03.2020 - 07.2021
Sales Development Representative
Deliveroo
07.2018 - 02.2020
Senior Team Leader
Appco Group Asia
11.2016 - 06.2018
Master of Finance, Certified Financial Consultant - Finance
Singapore College of Insurance
No Degree - Neurolinguistic Programming
Mind Transformation
Diploma in Hospitality & Tourism - Hospitality & Tourism
Temasek Polytechnic
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