Tan Min Yee
Relationship Manager
Singapore
Overview
7
7
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Relationship Manager
DBS Bank Ltd
05.2022 - Current
- Engage SME customers to understand their business needs, evaluate current financing structure and cross-sell of products.
- Consistently delivered YoY growth of 110-120% in 2023 & 2024 through careful portfolio planning and wallet sizing.
- Top 10 Performance in EOP Assets & Top 10 Performance in EOP Liabilities in 2024.
- Negotiated and closed complex deals (Interest Rate Swaps, ARP, Trade, Bancassurance) with key clients, securing significant revenue streams for portfolio growth.
AVP, Deputy Acquisition Team Head
United Overseas Bank Limited
03.2019 - 05.2022
- Acquisition of new borrowing accounts through cold-calling and referrals
- Proactively involved in the sales and marketing of a wide spectrum of banking products such as Trade Financing, Working Capital Loans, Asset-backed financing and Foreign Exchange to meet the financial needs of SMEs
- Mentored new hires to acclimatise to the sales acquisition rigour and familiarise with the products offered in UOB Business Banking
- 2020 Aces of Excellence (UOB), Recognition for outstanding performance and individual contribution for Year 2020
- 2019 1st Runner-up Business Financial Manager (UOB)
Business Engagement Team
United Overseas Bank Limited
10.2017 - 03.2019
- Proactive engagement with customers on general servicing enquiries and leveraging on every outbound call to fact-find and be the resource channel for Business
- Proactive outbound calling to cross-sell a suite of products to NTB and ETB customers ranging from Unsecured Term Loans, Commercial Property Loans, Trade Financing, Foreign Exchange, General Insurance, UOB Corporate accounts, Fixed Deposit etc
- Referrals to sales channels for follow ups and ensure closure of leads
Education
Bachelor of Science - Accounting And Finance
University of London
05.2014 - 08.2017
Skills
Client acquisition
Customer portfolio management
Portfolio growth
Account management
Written and verbal communication
Certification
Basic Insurance Concepts and Principles, 02/01/18, Singapore College of Insurance
Timeline
Relationship Manager
DBS Bank Ltd
05.2022 - Current
AVP, Deputy Acquisition Team Head
United Overseas Bank Limited
03.2019 - 05.2022
Business Engagement Team
United Overseas Bank Limited
10.2017 - 03.2019
Bachelor of Science - Accounting And Finance
University of London
05.2014 - 08.2017
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