Kai Ping Tay
Summary
Dynamic Financial Advisor with a proven track record at Manulife Financial Advisors and DBS BANK, excelling in investment advice and relationship management. Achieved significant sales goals by leveraging analytical thinking and sales expertise, fostering client trust, and exceeding performance metrics. Expert in building long-term client relationships and delivering tailored financial solutions.
Overview
8
8
years of professional experience
Work History
Financial Advisor
Manulife Financial Advisors
05.2021 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Relationship Manager
DBS BANK
08.2016 - 03.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
Bachelor of Science - Food Science And Technology
Monash University
Malaysia03-2013
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
Timeline
Financial Advisor
Manulife Financial Advisors
05.2021 - Current
Relationship Manager
DBS BANK
08.2016 - 03.2021
Bachelor of Science - Food Science And Technology
Monash University
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