Sebastian Tan

Assist on Migration of accounts

Serve as the main point of contact for clients throughout the integration process, providing updates, addressing concerns, and managing expectations.

Performed Screening for Customer ( Factiva, CICAP, Arca, Bizfile)

Assist with account opening, onboarding, due diligence and monitoring activities; support with documentation for client meetings

• Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues
• Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts
• Streamlined call center processes for improved efficiency and reduced wait times
• Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike
• Developed strong product knowledge to provide informed recommendations based on individual customer needs
• Assisting on Scam related cases and understanding of KYC process

• Provided valuable input during team meetings, resulting in the identification of new opportunities for growth and development within the organization
• Improved client retention rates by building strong relationships and offering personalized solutions to their needs
• Managed a diverse portfolio of clients, ensuring that each received tailored solutions aligned with their specific requirements
• Consistently exceeded quarterly sales targets by effectively leveraging existing networks while also developing new leads through targeted prospecting efforts

• Developed strong relationships with clients through consistent communication and timely delivery of results
• Assisting on result tabulation for government survey

• Led process improvement initiatives that resulted in streamlined workflows and increased overall efficiency within the organization
• Established strong client relationships through excellent communication and negotiation skills to secure long-term contracts
• Developed business strategies by conducting comprehensive market research and competitor analysis
• Identifying opportunities to take up extra capital to expend business and recommend capital loan

• Managed a database of leads, ensuring timely follow-up calls and accurate recordkeeping
• Assisted in the launch of new products, introducing them to customers and generating interest through compelling pitches
• Collaborated with team members to increase overall sales performance, sharing best practices and offering support where needed
• Boosted sales revenue by implementing effective telesales strategies and techniques

• Streamlined processes within the store's operations by organizing merchandise layouts for easy access
• Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges
• Minimized wait times for customers during peak hours, maintaining a high level of customer satisfaction
• Maintained accurate inventory records to ensure adequate stock levels, minimizing out-of-stock situations that could impact customer satisfaction