Leveraged excellent communication and product knowledge to enhance customer satisfaction and retention. Skilled in trade operations, ensuring compliance and efficiency in transaction processing.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 13 years' experience in Banking.
Overview
14
14
years of professional experience
Work History
Finance Relationship Manager
DBS Bank
11.2019 - Current
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.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
Assistance Invesment Councellor
DBS Bank
11.2016 - 11.2019
Self-motivated, with a strong sense of personal responsibility.
Worked effectively in fast-paced environments.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Excellent communication skills, both verbal and written.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Product Specialist Assistant
DBS Bank
11.2013 - 11.2016
Assisted with demonstrations for [Product or Service] to showcase functionality.
Supported sales representatives during client meetings by providing expert knowledge on specific features or functionalities of the given product line.
Boosted customer retention by providing exceptional product support and addressing user concerns.
Researched product's technical specifications and accurately communicated information.
Collaborated with cross-functional teams to streamline product development processes.
Conducted training sessions for sales and customer service teams, enhancing product knowledge and messaging.
Enhanced product usability for customers by conducting detailed market research and gathering user feedback.
Facilitated collaboration between engineering and marketing teams, enhancing product appeal and functionality.
Structured Trade Operations
Deutsche Bank Ag, Global Business Services
11.2010 - 11.2013
Processing and handling Trade Finance products (Import/Export/SBLC issuance).
Ensure all transactions and tasks assigned are carried out in accordance with the operating and compliance procedures.
Ensure smooth processing of day-to-day transactions within stipulated Service Level Agreement.
Ensure assigned operations duties are duly performed.
Ensure adherence to Department SOP, Bank's policies and guidelines.
Perform trade sanctions screening, LLI checks, IMB checks, identifying red flags and escalate as per Bank's procedures.
Timely escalation of operational risks incidents.
Be customer centric and manage queries from clients effectively and provide solutions and or recommendations on trade finance matters.
Liaison with clients on unclear instructions and obtain proper documentation before execution.
Manage daily work-flow to meet and exceed client expectations.
Identify areas for process improvement.
Achieve to meet Goals Setting (KPI).
Participate in ad-hoc projects and assignments.
Education
High School Diploma -
Ngee Ann Polytechnic
Singapore
Skills
Relationship Building
Client Relationships
Relationship building and management
Excellent Communication
Service support
Client Engagement
Product Recommendations
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Bilingual or Proficient (C2)
Timeline
Finance Relationship Manager
DBS Bank
11.2019 - Current
Assistance Invesment Councellor
DBS Bank
11.2016 - 11.2019
Product Specialist Assistant
DBS Bank
11.2013 - 11.2016
Structured Trade Operations
Deutsche Bank Ag, Global Business Services
11.2010 - 11.2013
High School Diploma -
Ngee Ann Polytechnic
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