Chan Zhen Shen Branden
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
TREASURES RELATIONSHIP MANAGER
DBS BANK
02.2023 - 11.2023
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Privilege Relationship Manager
UOB
09.2019 - 03.2022
- Growing the portfolio of high network individuals by soliciting business to prospective clients and bring in new accounts & achieve sales target as per monthly targets assigned. This would involve cold calls. Tapping existing account holders for referrals and lead generation.
- Deepen existing relationships via customer visits or cross sell and focus on attrition management. Implementing sales strategies to grow portfolio. Making use of relationship management to retain valuable customers and win new business.
- To cross-sell bank products to increase total portfolio for bank Cross-selling and referrals of other banking products
- Ensure compliance with local policies, SOPs & regulation guided by SBP in all activities & transaction. Also ensure the compliance of AML/ CFT required for the assigned portfolio.
- To promote the highest level of customer service and responsiveness to Privilege Clients. Ensure that the customer gets the correct & accurate, not misleading information on UOB Privilege products, program & promotion.
Personal Banker
NA
01.2016 - 05.2019
- Client Account Management
- Review customer needs and asset allocation, pro-actively engage with customer to validate understanding of needs.
- Advise customers to enrich relationships by mobilizing additional funds and sell other fee-based products/services based on current and future customer needs.
- Review product penetration for assigned client base, identify potential customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling and financial planning.
- Organize customer events to enhance customer bonding.
- Acquire new customers through converting referral leads.
- Compliance, Risk & Controls
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Fulfilling client’s necessities while providing exceptional client experience is expected behavior from all our employees and it will be measured by specific metrics.
- Appropriately assess risk when business decisions are made, demonstrating particular considerations for firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Intern
ST Electronics
01.2009 - 06.2009
- Database Excel
- Visual Basic
- SQL
Education
IBM Certification - Data Science & Artificial Intelligence
IBM I-am-vitalize SG United Mid-Career Programme
Singapore09.2022
Bachelor of Economics - Economics & Finance
RMIT, Singapore Institute of Management
SINGAPORE08.2016
Diploma - Multi-media & Infocomm Technology
Nanyang Polytechnic
Singapore03.2010
Skills
- Microsoft Excel, Word, PowerPoint & Outlook
- Tableau
- VBA
- SQL
- Python
- Power BI
- Dev Ops
- Database Excel
- Ethereum Smart Contracts
Timeline
TREASURES RELATIONSHIP MANAGER
DBS BANK
02.2023 - 11.2023
Privilege Relationship Manager
UOB
09.2019 - 03.2022
Personal Banker
NA
01.2016 - 05.2019
Intern
ST Electronics
01.2009 - 06.2009
IBM Certification - Data Science & Artificial Intelligence
IBM I-am-vitalize SG United Mid-Career Programme
Bachelor of Economics - Economics & Finance
RMIT, Singapore Institute of Management
Diploma - Multi-media & Infocomm Technology
Nanyang Polytechnic
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