Melvin Ooi
Summary
Results-driven Sales & Team Manager with 13+ years in strategic lead generation with partners/channels, effective sales presentations, and team leadership. Proven success in exceeding revenue targets, recruitment, fostering team cultures, and implementing innovative sales strategies. Proactively engaged on LinkedIn for brand building, strategic networking, content sharing, thought leadership in areas of Greater China, Team building and Banking. Fluent in English, Chinese, and Indonesian.
Overview
16
16
years of professional experience
Work History
Desk Head
DBS Treasures Offshore
09.2021 - Current
- Spearheaded a high-performing Greater China high net worth team, achieving a 200% increase in team performance
- Won Brilliant Star 2023 Q1, Q2, and H1 for Best Team Manager and Best Team
- Top KPI Desk Head for 2023
- Secured the 2022 Full Year Bancassurance Award and the 2022 H2 Top Desk Head - Brilliant Star Award
- Successfully led an online recruitment campaign, surpassing expectations with 14 successful candidate referrals
- Competent in Know Your Customer (KYC) processes, ensuring compliance standards
- Analyzed market trends, conducted competitor analysis, and fostered a competitive team culture.
Wealth Manager
DBS Treasures Offshore
02.2020 - 09.2021
- Surpassed annual sales targets by 172%, earning recognition as the #1 Wealth Manager
- Introduced new products, contributing to a 40% increase in new client acquisition
- Leveraged resources to drive engagements and increase customer satisfaction
- Collaborated with specialists to enhance sales penetration and optimize business strategies.
Innovation Lead
DBS Indonesia
01.2018 - 02.2020
- Orchestrated the delivery of intricate digital ecosystem projects, targeting unbanked segments
- Spearheaded advertising initiatives, resulting in a 40% increase in new client acquisition
- Ensured meticulous documentation of business cases for projects.
Branch Business Manager
DBS Bank Singapore
12.2014 - 02.2018
- Engineered a transformation, steering the branch to the 1st position within 6 months
- Garnered multiple team and individual awards, consistently exceeding sales targets
- Recognized among the top 1% performers, leading to a well-deserved relocation.
Relationship Manager
DBS Bank Singapore
12.2010 - 12.2014
- Surpassed sales targets, winning numerous awards and year end incentive trips.
Personal Financial Consultant
Standard Chartered Bank
11.2009 - 01.2011
- Provided strategic advice to clients, contributing to revenue growth.
Programme Executive
Centre of Applied Psychological Students
06.2008 - 12.2008
- Provided consultation to prospective students and collaborated with partners on programs.
Education
Business Management -
National University of Ireland, Dublin (UCD)
SingaporeElectronic and Computer Engineering -
Ngee Ann Polytechnic Singapore
SingaporeSkills
- Sales Management
- Leadership
- Investment Management
- Account Management
- Strategic Thinking
- Digital Strategy
- Relationship Building
- Storytelling
- KYC Compliance
Languages
English
Chinese
Indonesian
Recent Awards
- 2023 Brilliant Star Awards: Q1, Q2, and H1 - Best Team Manager and Best Team
- 2022 Full Year Bancassurance Award
- 2022 H2 Top Desk Head - Brilliant Star Award
Volunteer Experience
Executive Committee (Volunteer), Singapore Association in Indonesia, 10/2018 - Present
Forged partnerships, oversaw events/projects, and engaged with Singapore’s EDB and local business partners.
Timeline
Desk Head
DBS Treasures Offshore
09.2021 - Current
Wealth Manager
DBS Treasures Offshore
02.2020 - 09.2021
Innovation Lead
DBS Indonesia
01.2018 - 02.2020
Branch Business Manager
DBS Bank Singapore
12.2014 - 02.2018
Relationship Manager
DBS Bank Singapore
12.2010 - 12.2014
Personal Financial Consultant
Standard Chartered Bank
11.2009 - 01.2011
Programme Executive
Centre of Applied Psychological Students
06.2008 - 12.2008
Business Management -
National University of Ireland, Dublin (UCD)
Electronic and Computer Engineering -
Ngee Ann Polytechnic Singapore
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