Colleen Tan Tan Tser Chin

- Responsible for the business development with existing and potential customers to achieve sales target and market share. - Identify, manage and secure existing and new account and continue to maintain a high level of sales achievement. - Conduct boardroom presentation to provide better understanding to customer on the products capabilities and its cost effectiveness - Conduct canvassing and cold-calls to increase effective working prospects. - Update the sales force.com daily - To target and incharge on corporate leads provided by company. - Cold-calls and set an appointment with customer, plan and manage in coming appointments. - Preparing tender proposal for Corporate customer - Preparing contract agreement for SME customer which confirmed deal. - Building strong relationship with customer for time to time. - Follow up proposal submitted with customer closely. - Process & submit signed documentation (by customer) to Finance and Credit Department. - Liaise with every each department for arranging machine delivery to ensure machine delivery is on time, Exp : Sales Admin Team - Credit & Finance Team - Allocation Team - Logistic Team. - Solving service issue matters for customer - Solving machine matters for customer - Attend customer inquiries via phone call or email. - Preparing daily report : Daily activities - Preparing weekly report : Sales Forecast and Business Opportunity report

Main task & responsibilities Sales & Execution Dealer -To ensure archieve 3 times of your salary -To ensure and fulfil company requirement of sales target for example 120 trading accounts, futures account, unit trust, 4 margin trading account per annum, RM500k – RM1 mil margin loan limit approval. - Visit branches for providing latest product briefing. Attended more than 30 investment events and workshop -To monitor and advice clients on trading counter/portfolio. -To solve client on platform issues -To guide client how to use trading platform -To inform clients entitlement of Corporate Exercise. -cold calling and contact dormant account for reactivation -T+3 T+4 settlement. -Market and promote Retail Financial Services to meet the revenue target set by management. -Handling Malaysia counters and foreign orders(U.S, Australia, Thailand, Tokyo, Canada, Hong Kong, London, Jakarta - to execute of client’s trade instruction and fulfill client’s trading needs, including foreign shares. To ensure & fufill corporate client’s order target price. -Managing client’s portfolio and maintain clients relationship, to cross sell other financial products to the client (margin products, cash up front products) - Make sure tasks/ trade confirmation are completed by end of the trading day submitted to the back office. -To inform clients entitlement of Corporate Exercise. -To offer sales & services to corporate staff IPO/ESORCE. -To monitor and advice clients on trading counter/portfolio. -Marketing event on account opening with the company staff exp- company -ESOS, company IPO -Process client’s funds withdrawal and payment credit bank in and ready client’s trading limit time on time.

Main Task Sales & Marketing/ Business Development - To create a new trading products/Retail Financial Services/Corporate Financial Services. - Strategizes and implement the business development plan for event/road show. - Leads the business development plan for the team in order to meet/fulfill revenue targeted by managements. - Delivers excellent service standard and trouble shoots problems and no Lead the team to attend events road shows in whole Malaysia –Exp : investment seminar talk at Penang, Kedah, Klang Valley, Kuantan, Sabah & Sarawak etc) - Admin task – to support back office: entry bank in details from clients instructions, to ensure clients fund & credit limit are ready before start trading. - Complete & compile application forms. - Monitoring clients trading settlement on T+3 and T+4. Special Project - Involve in Project - Online Share Trading Application System - Key person to coordinate between sales, operation, IT and other marketing department on the promotion. Main task & responsibilities Sales & Execution Dealer - Market and promote Retail Financial Services to meet the revenue target set by management. - Handling Malaysia counters and foreign shares - to execute of client’s trade instruction and fulfill client’s trading needs, including foreign shares. - Managing client’s portfolio and maintain clients relationship, to cross sell other financial products to the client (margin products, cash up front products) - Make sure tasks/ trade confirmation are completed by end of the trading day submitted to the back office. - To inform clients entitlement of Corporate Exercise. To monitor and advice clients on trading counter/portfolio.

Main Task - Follow dealer instruction to take order. - CDS, Shares Trading Account Opening - To provide Services - Call client to inform the Corporate Action - Marketing and Branch visiting - Monitoring client account and T+3 & T+4 settlement

Main Task 1. To perform monthly sales target . 2. Executed order. 3. CDS, Shares Trading Account Opening 4. Client Instruction Services 5. Corporate Exercises 6. Marketing and Branch visit 7. Monitor client account

Work Description: Scope & Accountability - Responsibility for performing telemarketing activities to promote to the targeted customers with the aim of cross selling retail lending products to generate revenue in achieving the business objective. - To absorbed understanding on Products and Campaign information to be communicated. Main Task 1. To perform telemarketing cross selling all banking products and campaign to generated leads with adherence to meet business goals and objectives. 2. To convert customers inquiries via call centre to potential sales. 3. Conducts outbound calls to perform cross selling bank's products and campaigns to potential customers. 4. To alleviate customer attrition by contacting them over the phone and to offer better facilities package. 5. Able to meet individual key performance indicated target. 6. Able to provide resolution to customers' enquires. 7. To adhere strictly to BNM's guidelines. 8. To be able to take add hock assignment. Standard of Performance Daily Rountine - Every TME targeting to have 90 calls for the new customer. - The targets will be pro-rated if the Telemarketing executive doesn't start calling on the first day of the month. The amount will be pro-rated base on the actual number of calling days available for TMEs. Note that this is regardless of any leave taken during the month. - List utilization action rate maintained at 90% and above. - Complaints (call Center/Customer service) would count base on returned submission (a copy would be enclosed for reference). A zero tolerance of justified complaint would be set as target. To ensure quality inputs of sales.

Work Description: Responsibility 1. Complete all the matching invoice from media owner and client before dealine. 2. Always check the bank reconciliation in time and make sure that the figure is tally. 3. Make sure all the invoices is correct before send to client. 4. Personal handle all the invoice average 400++ invoice to client in every month. 5. To learn how to issue CN and DN to client when necessary. Experience Gained 1. Experience how to manage and solve the issue. 2. Know that how to resolve the problem client, and company finance. 3. Experience in media, skilled in use of internet, software applications including PowerPoint, Word. Excellent oral and written communication skills and knowledge of health care information technology. 4. Experience that knowing the working method in this culture, must responsible and punctuate on time. Respect head of department and senior. 5. Must active in learning and be kind with other people. 6. Know that the important of team work and organizational and motivates skill.

Provide a good and kind customer service to client. 2. Manage and help to collect the cheque or payment from debtor. 3. Learn how to use the UBS system to access all the transaction from client. Exp: account payable, account receivable, Print the official receipt and customer statement. 4. Key in all the payment in UBS system. - cash book and Ledger account. 5. Handle basic full set of account. To maintain the company cash out and in.