Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
Michelle Tan

Michelle Tan

Summary

Dynamic Financial Consultant with Prudential Singapore, excelling in relationship building and client management. Achieved superior portfolio performance through strategic analysis and tax-saving initiatives. Recognized for enhancing client satisfaction and delivering tailored solutions, consistently exceeding sales targets while fostering long-term partnerships. Strong expertise in sales tracking and motivational skills drives results.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

15
15
years of professional experience

Work History

Financial Consultant

Prudential Singapore
06.2023 - Current
  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Analyzed market trends and identified investment opportunities, resulting in enhanced portfolio performance.
  • Provided ongoing support for clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
  • Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
  • Implemented tax-saving strategies for clients, maximizing returns and minimizing liabilities.
  • Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
  • Educated clients on various investment options, empowering them to make informed decisions about their finances.
  • Collaborated with team members to develop strategies for optimizing client portfolios and managing risk.

Senior Sales Executive

Stream Peak International
03.2016 - 01.2023
  • Employed effective problem-solving techniques, increasing client satisfaction ratings.
  • Exceeded sales targets by effectively managing a diverse portfolio of products and services.
  • Consistently monitored sales performance metrics, adjusting tactics as necessary to achieve desired results.
  • Established long-lasting relationships with key clients through effective account management and consistent communication.
  • Expanded market presence by pursuing lucrative leads and seeking to close deals.

Sales Engineer

Toshiba Electronics Trading
11.2013 - 02.2016
  • Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
  • Identified and supported resale opportunities to achieve sales plans.
  • Gathered valuable feedback from clients on product performance, sharing insights with engineering teams for continuous improvement efforts.
  • Increased sales revenue by consistently meeting and exceeding sales targets through effective client presentations and product demonstrations.

Sales Engineer

Jenson International Pte Ltd
01.2013 - 10.2013
  • Established long-term relationships with key clients for repeat business and referrals, cultivating a strong network within the industry.
  • Identified sales opportunities by assessing environment and devising and implementing winning strategy.
  • Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
  • Identified and supported resale opportunities to achieve sales plans.
  • Provided technical troubleshooting and problem solving for clients with installed equipment or system issues.

Sales Executive

Sia & Yeo Heavy Equipment Pte Ltd
05.2010 - 05.2012
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
  • Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed.
  • Streamlined sales process to improve efficiency, reduce cycle time, and close deals faster.
  • Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
  • Enhanced client satisfaction, providing exceptional after-sales support and maintaining regular communication.

Education

Bachelor - Broadcast Journalism

China Wuhan Normal University, China
01.2006

Skills

  • Relationship building
  • Motivational skills
  • Goals and performance
  • Sales expertise
  • Client relationship management
  • Positive and upbeat
  • Key account management
  • Sales tracking

Languages

Chinese (Mandarin)
Bilingual or Proficient (C2)
Malay
Advanced (C1)
Chinese (Cantonese)
Advanced (C1)
English
Advanced (C1)

Additional Information

Top sales of the year ( Stream Peak)

First time qualified MDRT 2024

Achieving COT 2024 qualification

Timeline

Financial Consultant - Prudential Singapore
06.2023 - Current
Senior Sales Executive - Stream Peak International
03.2016 - 01.2023
Sales Engineer - Toshiba Electronics Trading
11.2013 - 02.2016
Sales Engineer - Jenson International Pte Ltd
01.2013 - 10.2013
Sales Executive - Sia & Yeo Heavy Equipment Pte Ltd
05.2010 - 05.2012
China Wuhan Normal University - Bachelor, Broadcast Journalism
Michelle Tan