Glen Teo Shunquan
Summary
Results-driven sales performer with solid history of success in bringing in new customers, managing revenue streams and maintaining solid account relationships. Continuously monitor client portfolio and research market conditions to stay responsive and successful in dynamic environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Director of Sales
Manulife Financial Adviser
02.2017 - Current
- Enhanced customer satisfaction levels by addressing concerns promptly and providing tailored solutions.
- Achieved sales targets through effective territory management and relationship building with key clients.
- Increased sales revenue by developing and implementing strategic plans and setting performance goals.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Expanded customer base by targeting untapped markets through innovative lead generation tactics and follow-up mechanisms.
- Connected with prospects through seminars, trade shows, cold calling and networking event.
- Achieve 2 x MDRT and 1 x COT
Wealth Banking Relationship Manager
United Overseas Bank
07.2015 - 12.2016
- Wealth management of a portfolio of clients
- Scrutinizing gathered financial information to provide sound financial advice
- Sustain long-lasting relationships with clients
- Enhance asset under management (AUM) within the managed portfolio of clients and onboarding of clients from within UOB and other banks
- Office based and fixing of appointments through tele-call.
Insurance Specialist (Bancassurance)
Etiqa Insurance Pte Ltd (Maybank)
10.2014 - 05.2015
- Conduct adequate fact-finding and review client’s financial goals
- Scrutinizing gathered financial information to provide sound financial advice
- Sustain long-lasting relationships with both existing and potential clients
- Build and maintain clientele base
- Capitalized on sales opportunities present in branch through referral model
- Attend to enquires from walk-in clients in the branch.
Client Advisor (Branch Based)
NTUC Income Insurance Co-operative Ltd
07.2013 - 09.2014
- Conduct adequate fact-finding and review client’s financial goals
- Scrutinizing gathered financial information to provide sound financial advice
- Sustain long-lasting relationships with both existing and potential clients
- Build and maintain clientele base
- Capitalized on sales opportunities present in branch through different channels and techniques (Tagging, Roadshows, Events, Tele-Call and Cross-sell)
- Conversion of referral from Customer Service Officers (CSO) in the branch
- Attend to enquires from walk-in clients in the branch.
Bank Assistant (GTO/RTO/COPC) (Part Time)
United Overseas Bank Ltd
11.2012 - 02.2013
- Data entry
- Support superior in paper works
- Scrutinizes client statements
- Handle task delegated by superior
- Reconnaissance of confidential documents.
Trainee FX dealer
Six Capital Pte Ltd
10.2012 - 02.2013
- Monitor the EUR and US market
- Relatively savvy in technical and fundamental analysis of the market
- Enter each trade using a demo account trading platform (Dukascopy)
- Spot trading for Forex.
Education
Bachelor in Business Management (Finance) -
SIM – RMIT
06.2013
Diploma in Mechatronics -
Temasek Polytechnic
04.2009
GCE ‘O’ Level Certificate -
Bishan Park Secondary School
12.2005
PSLE Certificate -
Chong Boon Primary School / Da Qiao Primary
12.2001
Skills
- Cold-calling
- Client acquisition
- Sales strategy development
- Relationship Building
- Goal Setting and Achievement
- Customer Portfolio Management
- Estate planning advisory
Personal Information
- Date of Birth: 08/18/89
- Nationality: Singaporean
- NRIC: S8929146A
- Address: 228A Ang Mo Kio Street 23 #21-23
Certification
· Capital Markets and Financial Advisory Services Certificate
(1B, M5, 6, 6a, M8a, M9, M9a, HI, PGI & BCP)
Timeline
Director of Sales
Manulife Financial Adviser
02.2017 - Current
Wealth Banking Relationship Manager
United Overseas Bank
07.2015 - 12.2016
Insurance Specialist (Bancassurance)
Etiqa Insurance Pte Ltd (Maybank)
10.2014 - 05.2015
Client Advisor (Branch Based)
NTUC Income Insurance Co-operative Ltd
07.2013 - 09.2014
Bank Assistant (GTO/RTO/COPC) (Part Time)
United Overseas Bank Ltd
11.2012 - 02.2013
Trainee FX dealer
Six Capital Pte Ltd
10.2012 - 02.2013
Bachelor in Business Management (Finance) -
SIM – RMIT
Diploma in Mechatronics -
Temasek Polytechnic
GCE ‘O’ Level Certificate -
Bishan Park Secondary School
PSLE Certificate -
Chong Boon Primary School / Da Qiao Primary
Similar Profiles
Anina KrugerAnina Kruger
Short Term Representative at Theo Van Niekerk Financial AdviserShort Term Representative at Theo Van Niekerk Financial Adviser
Rida KhanRida Khan
Account Analyst at Manulife FinancialAccount Analyst at Manulife Financial
Alexandra DumontAlexandra Dumont
Account Executive at Manulife FinancialAccount Executive at Manulife Financial