Singapore
Over 18 years of account management and sales experience in Financial Services/Technology. Strong knowledge of investment management industry across Singapore and Australia.
Guide key financial institution stakeholders across Southeast Asia in their transformation journey to democratize wealth management in their respective markets. We do this by offering innovative, industry-leading platform that covers the entire value chain from the front to the back office that enable financial institutions to scale their business efficiently and thus cater to more client segments.
- Implementation Specialist and Account Manager for enterprise buyside order manager system - Consulted with key stakeholders to identify requirements and implemented solutions to improve workflow - Trained and prepared users for rollout of OMS across organisation - Provided after-sales and on-going support to resolve client issues, problem escalation and specific training. - Establish strong client relationship - Maximise sales opportunities by identifying changing business requirements and upselling addon modules
- Cold called and generated leads for new businesses and within existing client accounts - Performed sales demos to management and end users, negotiated and closed sales - Collaborated with different teams to upsell ancillary products and functionality - Maximised usage and retention of platform by building solid relationships through meetings, on-site visits and training