Giselle Tan
Banking Management
No 28, Jln Ekoflora 3/22, Tmn Ekoflora, Johor Bahru, Johor
Summary
Dynamic banking professional with extensive experience, excelling in team leadership and strategic planning. Proven track record in wealth management and customer relationship management, consistently achieving sales targets while coaching teams to enhance performance. Adept at analytical thinking, driving growth, and delivering tailored financial solutions.
Overview
16
16
years of professional experience
Work History
Preferred Business Manager
Cimb Bank Berhad
06.2023 - Current
- To plan and execute region's preferred segment's business.
- To provide lateral support and training to PRMs and branches to meet the sales target, especially in wealth management.
- To coach and guide PRMs on soft & sales' skill.
- To set and monitor PRM sales performance daily/monthly and yearly.
- Manage staff daily discipline, resolve the issues and assign the jobs.
Branch Manager
RHB Bank Berhad
06.2018 - 01.2022
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Ensure branch is 100% comply with the policies and procedures and no adverse report from the audit finding.
- Empowered to propose promotion and termination of staff, propose salary increment, and adjustment for staff as per HR approaching matrix.
- Manage staff daily discipline, resolve the issues and assign the jobs.
Bancassurance Advisor
United Overseas Bank, UOB
04.2016 - 09.2017
- Expanded market share through targeted prospecting efforts, identifying new business opportunities within assigned territories.
- Conducted regular reviews of client portfolios, recommending adjustments to better align with their financial goals.
- Increased customer satisfaction by providing knowledgeable advice on suitable insurance products and services.
- Worked alongside product development specialists to refine existing offerings based on evolving market demands, ultimately enhancing overall competitiveness within the sector.
- Take care of 3 branches Banca sales performance and CAs, to coordinate and execute the strategy within HQ and branches, whilst report to HQ on Southern branches banca activities & productivities.
Client Advisor
United Overseas Bank, UOB
05.2013 - 03.2016
- Excelled in meeting sales targets, contributing significantly to the overall success of the team.
- Strengthened high net worth client relationships through regular communication and proactive follow-up on inquiries and make sure they achieve their financial goals.
- Managed a diverse portfolio of clients, effectively balancing priorities and meeting deadlines.
Relationship Manager
Standard Chartered Bank
01.2012 - 04.2013
- 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.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Personal Wealth Manager
HSBC Bank
12.2008 - 12.2011
- Delivered exceptional customer service through prompt communication, proactive problem-solving, and a commitment to always putting the customer's interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- To serve walk-in customers daily.
Education
Bachelor of Arts - East Asian Studies
University of Malaya
Kuala Lumpur, Malaysia 04.2001 -
Skills
Team building and leadership
Coaching and mentoring
Strategic planning
Staff management
Banking service and finance
Wealth Management Planning
Legacy Planning
Customer relationship management
Sales and marketing
Analytical thinking
Accomplishments
GROUP RETAIL ANNUAL SALES CONVENTION LONDON TRIP ACHIEVER- BRANCH MANAGER CATEGORY (FULL YEAR BANCA TARGET OF YEAR 2019) , RHB BANK GROUP
BANCA RP SUMMIT, BANGKOK TRIP ACHIEVER- BRANCH MANAGER CATEGORY (JAN-MAY 2019) , RHB BANK GROUP
DOUBLE DIAMON ELITE CLUB MEMBER-MILLION DOLLAR PRODUCER (2nd HALF 2016), UOB (M) BHD
CLASSIC ELITE CLUB MEMBER (1st HALF 2015), UOB (M) BHD
CLASSIC ELITE CLUB MEMBER (2nd HALF 2015), UOB (M) BHD
BANCA INCENTIVE SWITZERLAND TRIP ACHIEVER (NOV 2014- OCT 2015), UOB (M) BHD
BANCA INCENTIVE SYDNEY TRIP ACHIEVER (NOV 2014- APR 2015),
UOB (M) BHD
TAKAFUL CHALLENGE CAMPAIGN ACHIEVER (2010), HSBC BANK (M) BHD
NATIONWIDE TOP 2 TAKAFUL CHALLENGE CAMPAIGN (2011), HSBC BANK (M) BHD
Timeline
Preferred Business Manager
Cimb Bank Berhad
06.2023 - Current
Branch Manager
RHB Bank Berhad
06.2018 - 01.2022
Bancassurance Advisor
United Overseas Bank, UOB
04.2016 - 09.2017
Client Advisor
United Overseas Bank, UOB
05.2013 - 03.2016
Relationship Manager
Standard Chartered Bank
01.2012 - 04.2013
Personal Wealth Manager
HSBC Bank
12.2008 - 12.2011
Bachelor of Arts - East Asian Studies
University of Malaya
04.2001 -
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