Herman Chong
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
14
14
years of professional experience
Work History
Senior Business Development Manager / Director
J. Rotbart & Co.
08.2022 - Current
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Represented company and promoted services at conferences and industry events.
- Achieved sales goals and service targets by cultivating and securing new client relationships.
- Built relationships with clients and community to establish long-term business growth.
- Resolved problems with high-profile clients to maintain relationships and increase return client base.
- Maintained confidentiality of UHNW clients information with discretion, diplomacy and professionalism.
- Established and maintained long-term business relationship with partners across the finance industry - private banks, EAMs, Trust companies, family offices, etc in the South East Asia region and Dubai.
- Monitored market trends and competitor activities to identify areas of potential opportunity.
- Managed a diverse HNWI client base across different regions and personally handled 80% of the sales in Singapore and achieved multiple KPIs and becoming top sales two years consecutively in the company.
Mortgage Consultant
Mortgage Supermart
07.2020 - 07.2022
- Oversaw sales and underwriting processes of mortgage lending office.
- Worked with underwriters to fix application problems and resolve issues.
- Fielded customer complaints and provided solutions.
- Explained different types of loans pertaining to client situations.
- Reviewed loan files and updated to match current standards.
- Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
- Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
- Processed loan applications and monitored progress from start to finish.
Business Development Manager / Director
Ganda Jadi Sdn Bhd
09.2010 - 07.2020
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
- Generated new business with marketing initiatives and strategic plans.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Prepared sales presentations for clients showing success and credibility of products.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Drove sales by developing multi-million dollar contract sales.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Achieved two times Million Dollar Round Table (MDRT) year 2012 and 2013.
Education
Bachelor of Arts - International Business
Birmingham City University
SingaporeSkills
- Estate Planning
- Financial Planning
- Asset Allocation
- Cross-selling abilities
- Portfolio Management
- Know Your Customer
- Referral Generation
- Critical Thinking
- Business Development
- Professionalism
- Interpersonal Skills
- Relationship building and management
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Chinese (Cantonese)
Advanced (C1)
Malay
Advanced (C1)
Additional Information
Active Member of SwissCham Singapore
Timeline
Senior Business Development Manager / Director
J. Rotbart & Co.
08.2022 - Current
Mortgage Consultant
Mortgage Supermart
07.2020 - 07.2022
Business Development Manager / Director
Ganda Jadi Sdn Bhd
09.2010 - 07.2020
Bachelor of Arts - International Business
Birmingham City University
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