Li Cheng Chan

• Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide superior service to clients.
• Conducted regular account reviews to identify cross-selling opportunities and deepen client relationships further.
• Successfully restructured distressed loans by negotiating revised repayment terms with borrowers while preserving lender interests.
• Negotiated favorable terms for commercial loans, resulting in mutually beneficial agreements for both the bank and the client.
• Implemented marketing strategies targeting specific industries resulting in increased brand awareness among potential clients.
• Consistently exceeded annual sales targets through the acquisition of new clients and expansion of existing accounts
• Collaborated with internal partners to create comprehensive banking solutions for commercial clients.
• Provided financial advice to businesses, assisting them with cash flow management, business planning, and other strategic initiatives.
• Achievements:

1. #1 RM in nationwide in 2024

2. Qualified for Banca Life Credit Trip

3. Multiple campaign awarders

• Achievements:
  1. Qualifier for sales convention in 2015.
  2. Qualifier for Banca trip in 2015
  3. Promoted to be Business Development Executive under SME Banking
• Built strong relationships with clients, leading to increased customer satisfaction and repeat business.
• Communicated directly with customers and partners to build strong business networks and relationships.
• Developed customized solutions for clients, addressing their unique needs and helping them achieve their goals.
• Negotiated client contracts and agreements to cultivate profitable business transactions.
• Leveraged CRM tools to track leads and analyze data, optimizing sales efforts for maximum return on investment.
• Established a robust sales pipeline by consistently identifying, qualifying, and nurturing leads through various outreach methods
• Increased client base by identifying and pursuing new business opportunities through market research and networking.

• Exceeded sales targets consistently through product knowledge and networking established.
• Coordinated cross-functional teams effectively to address client needs promptly before and after sales.
• Implemented creative upselling techniques within existing client base, maximizing revenue generation.
• Conducted comprehensive market research to identify emerging trends and new business opportunities.
• Provided exceptional customer service by addressing inquiries and resolving issues promptly.
• Achievements:

1. Top credit card achiever in year 2012
2. Top save and investment achiever in year 2012
3. Archived 125% of customer migration from affluent to High Net Worth
4. Archived 120% increase of total financial asset of High Net Worth customers
5. Archived 9.7 of branch cross-sell ratio against the 8.9 of nationwide cross-sell ratio.
6. Top 1 lead generator for the Save and Invest (Unit Trust) nationwide in year 2013.