Jay Nicholas Poh
Senior Account Manager
Summary
Sales professional with over 10 years of experience driving revenue growth through outbound sales, client relationship management, and tailored solutions. Skilled in exceeding targets, building long-term client relationships, and mentoring teams across industries including finance, telecom, and digital education. Known for high conversion rates, resilience in overcoming objections, and delivering client-focused results.
Overview
10
10
years of professional experience
Work History
Senior Account Manager
Geniebook
10.2022 - 11.2023
- Achieved $500,000 in Annual Recurring Revenue in 12 months: Demonstrated strong sales performance by generating $500,000 in revenue through a combination of inbound and outbound sales efforts, consistently exceeding targets.
- Promoted to Senior Account Manager within 6 Months: Recognized for exceptional performance and rapid understanding of product and market, leading to a fast-track promotion.
- Lead Qualification and Cold Calling: Diligently qualified inbound leads via phone calls, assessing their needs and determining product fit. Initiated outbound cold calls to generate new business, successfully converting leads into scheduled Zoom meetings.
- Pipeline Management and Follow-Up: Managed sales pipeline through CRM, ensuring timely follow-ups, and closing deals in a structured manner. Maintained high levels of customer engagement, resulting in repeat business and referrals.
- Customer Support Collaboration: Collaborated with support teams to resolve escalated issues swiftly and ensure that clients' concerns were addressed within hours, leading to improved customer satisfaction and retention.
Senior Financial Consultant
Professional Investment Advisory Services
12.2018 - 11.2021
- Built and Led a High-Performing Team: Recruited and developed a team of junior associates, establishing clear roles and expectations, and fostering a collaborative environment that resulted in improved team performance and greater client satisfaction.
- Mentored Junior Associates: Provided one-on-one mentoring and professional development support to junior associates, focusing on enhancing their technical skills, client-facing abilities, and sales performance.
- Managed High-Net-Worth Client Portfolios: Ensured optimal asset allocation and diversification for clients with significant assets, enhancing long-term financial security and fostering consistent portfolio growth. Developed comprehensive financial plans for clients, leading to significant wealth growth over time.
- Developed Comprehensive Financial Plans: Created tailored financial plans that aligned with each client’s unique goals, supporting steady wealth accumulation and high levels of client satisfaction over time.
- Maintained Strict Compliance with Regulations: Adhered to industry regulations and compliance requirements, minimizing legal risks and safeguarding clients' investments from potential penalties.
- Optimized Portfolio Performance: Regularly reviewed and rebalanced client portfolios in response to market fluctuations, ensuring strong portfolio performance and alignment with client objectives.
- Educated Clients on Financial Matters: Delivered ongoing financial education and guidance on investment decisions, tax strategies, and estate planning, enhancing client loyalty and retention.
Relationship Manager
Standard Chartered Bank
01.2016 - 06.2018
- Specialized in Insurance Sales: Delivered over $1.5 million in annualized premiums over two years by offering personalized insurance solutions to high-net-worth clients, building trust and providing tailored advice that aligned with their long-term financial goals.
- Consultative Selling & Needs Assessment: Conducted in-depth needs assessments to understand clients’ financial situations and goals, using a consultative approach to recommend tailored wealth management solutions that aligned with their long-term aspirations.
- Built and Nurtured Client Relationships: Cultivated strong, lasting relationships with high-net-worth clients by actively listening, understanding their unique financial needs, and providing personalized wealth management strategies across investments, insurance, and banking products.
- Proactive Business Development: Sourced and acquired new clients through strategic referrals, cold calling, and networking, demonstrating a deep understanding of client needs and positioning the bank’s services as the ideal solution to achieve their financial objectives.
- Exceeding Sales Targets with Integrity: Consistently exceeded sales targets, not by focusing on quotas, but by prioritizing the client’s needs and delivering solutions that genuinely benefited them.
Direct Sales Marketer
Appco Group Asia
04.2015 - 12.2015
- Outperformed Peers and Earned Leadership Opportunity: Consistently outperformed many colleagues, including those with more experience, by leveraging a strong work ethic and refined closing techniques. This led to recognition from management and an offer to be groomed for a team lead role.
- Conducted Outbound Face-to-Face Presentations: Engaged with potential clients in public and event spaces, delivering persuasive and tailored face-to-face presentations, addressing client needs, and closing sales on the spot.
- Delivered Compelling Sales Presentations: Highlighted key features and benefits of products or services, adapting the message to the audience, which led to increased conversion rates and successful on-the-spot closures.
- Adapted to High-Pressure Sales Environments: Thrived in a fast-paced, target-driven environment by staying focused on daily goals, managing rejection, and continuously refining sales techniques to improve performance.
- Maintained High Activity Levels: Consistently met or exceeded daily activity targets, including the number of face-to-face presentations and successful conversions, contributing directly to the team's overall sales performance.
Financial Consultant
Prudential Assurance Company
08.2014 - 03.2015
- Highest Conversion Rate for Appointments: Achieved a higher conversion rate than peers by excelling in setting appointments through cold calling and outbound event roadshows, consistently overcoming objections and maintaining high levels of client engagement despite frequent rejections.
- Conducted Financial Needs Analysis: Worked closely with clients to assess their financial needs and goals, conducting in-depth analysis to recommend suitable insurance and investment products.
- Secured New Business via Outbound Methods: Drove new business acquisition through cold-calling, outbound events, and referrals, demonstrating persistence and resilience by handling frequent rejections while consistently setting up appointments and securing sales.
- Developed Comprehensive Financial Solutions: Created customized financial solutions, combining insurance products and investment strategies to help clients achieve their financial objectives, such as wealth accumulation, retirement planning, and risk management.
- Overcame Objections with Tenacity: Persisted through repeated rejection, continually refining sales techniques, building rapport quickly, and maintaining a positive, solution-oriented attitude to close sales.
Sales Development Representative
Singtel
10.2013 - 04.2014
- Cold-Calling and Lead Generation: Conducted outbound cold-calling to generate leads for the corporate roaming solutions division, qualifying potential clients and scheduling appointments for senior account managers.
- Supported Account Managers with Sales Cycle: Assisted account managers by handling the pre-sales and post-sales processes, ensuring seamless transitions and supporting sales efforts throughout the customer journey.
- Provided Operational Support: Assisted with ad-hoc administrative tasks and operational duties, including maintaining accurate customer records, updating CRM systems, and managing client inquiries, to ensure operational efficiency and sales excellence.
Education
Diploma in Marketing - Business Administration
Temasek Polytechnic
Singapore 04.2001 -
Skills
Sales expertise
Timeline
Senior Account Manager
Geniebook
10.2022 - 11.2023
Senior Financial Consultant
Professional Investment Advisory Services
12.2018 - 11.2021
Relationship Manager
Standard Chartered Bank
01.2016 - 06.2018
Direct Sales Marketer
Appco Group Asia
04.2015 - 12.2015
Financial Consultant
Prudential Assurance Company
08.2014 - 03.2015
Sales Development Representative
Singtel
10.2013 - 04.2014
Diploma in Marketing - Business Administration
Temasek Polytechnic
04.2001 -
Similar Profiles
Stephanie LimStephanie Lim
Educational Consultant at GeniebookEducational Consultant at Geniebook
Diaz Adi UtamaDiaz Adi Utama
Teaching Specialist at GeniebookTeaching Specialist at Geniebook
Jonathan YeoJonathan Yeo
Education Manager at Geniebook Pte LtdEducation Manager at Geniebook Pte Ltd