Shi Zheng (Ryan) Lim

Top Rookie Award in 2019. Top Producer for 8 different months.

• Communicated with ~3000 warm and cold leads, converting 70% and ~2% into clients respectively.
• Conducted thorough market research and streamlined financial planning processes for more efficient client interactions and improved overall service, resulting in 30% improvement in closing rate.
• Managed complex investment portfolios, resulting in 15% increased returns on average and minimised risk exposure for clients.
• Prepared detailed cash flow analyses for clients, identifying opportunities for improvement in spending habits and debt management which led to customer satisfaction and upselling.
• Implemented tax-efficient strategies in client portfolios, optimising wealth accumulation potential and up to 15% in savings, resulting in customer satisfaction and upselling.
• Worked with an intern to drive innovative marketing campaigns, generating over 800 cold leads, resulting in ~5% closure rate.
• Developed strong relationships with over 120 clients through regular communication, fostering trust and loyalty which resulted in getting referrals.

• Successfully resolved an average number of 9 aged suspense account items, resulting in improved customer satisfaction.
• Supported the preparation and submission of 8 hedge documentation packages.
• Collaborated with cross-functional teams to ensure smooth execution of phases of User Acceptance Testing (UAT), resulting in increased customer satisfaction.

• Analysed sales data to identify trends and opportunities, leading to a 11% increase in revenue within a specified timeframe.