Kelvin Tan
Perth,WA
Summary
Experienced sales professional with a successful history of driving sales and building client relationships. Skilled in communication, negotiation, and problem-solving. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Strong team player dedicated to achieving targets.
Overview
18
18
years of professional experience
Work History
Business Relationship Manager
MA Services Group
Perth, WA
10.2023 - Current
- Manage and build new commercial relationships with businesses in WA/NT in Cleaning, Security and Facilities Management.
- Participated in trade shows or conferences as needed to promote products and services.
- Maintained accurate records of all client interactions including sales activities, account status changes, contract renewals.
- Ensured compliance with all relevant laws when negotiating contracts or providing services.
- Responded promptly to customer inquiries regarding product features or services offered.
- Collaborated with internal departments to develop customized solutions that met customer needs.
- Conducted regular meetings with clients to review service delivery and identify areas for improvement.
- Drafted proposals outlining pricing, terms, conditions, and services offered to customers.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
Director
Nexton Equity
Perth, WA
05.2020 - Current
- Para-Broking service for financial brokers to structure and prepare credit submissions for Business Loans, Commercial Loans, Equipment Finance, Mezzanine Finance, Property and Development Finance, Innovation Connect to Asia Initiatives, Alternative Investments in non-traditional sectors, Innovation Fund Management, Education Program under Singapore Entity Nexton SG (Innovation and Entrepreneurship, Financial Literacy, Team Building)
- Built relationships with clients by providing regular updates on their investments through face-to-face meetings or telephone calls.
- Monitored market trends and made recommendations on portfolio adjustments accordingly.
- Attended industry events in order to stay up-to-date on new developments in the field.
- Prepared presentations for boards of directors outlining fund performance metrics.
- Provided guidance on tax planning strategies related to investments.
- Conducted research on potential investments and evaluated the risk and return characteristics of each opportunity.
- Researched alternative asset classes such as private equity funds or real estate funds for potential inclusion into portfolios.
- Analyzed financial statements, balance sheets, cash flow statements, income statements, and other documents associated with potential investments.
- Designed customized investment plans tailored to individual client needs.
- Coordinated with legal counsel in order to ensure that all documentation is properly filed according to state laws.
- Managed assets in accordance with established policies and procedures.
Student Mentor
Murdoch University
04.2019 - Current
- Regular Meetings and discussions with Mentee, Advocate creative thinking approach towards problem-solving and develop an action plan, Discuss innovative solutions to problems (i.e., Blue Ocean, Disruptive Technologies), Achievements: 1
- The mentee has started his own business and has started deriving a sustainable income from his business.
Board Chair
Unicare Early Childhood Education
06.2023 - 12.2023
- Organise Board Meetings, Liaise with Service Providers on deliverables, Manage HR Matters with the Office, Manage Sub Committees and track progress on deliverables, Financial Management, Organise and preparation of materials for AGM, Recruiting of Staff and Board Members
- Provided oversight on personnel matters including recruitment and hiring practices and employee development plans.
- Created policies and procedures to ensure compliance with legal requirements.
- Conducted regular meetings with Board of Directors, staff, and stakeholders.
- Encouraged collaboration among board members while maintaining objectivity during decision-making processes.
- Promoted positive relationships between board members, staff, volunteers, partners, funders, clients.
Advisory Board Member
Australian Biome Project
04.2019 - 10.2019
- Regular Meetings and discussions with the Board, Develop an action plan for Board Accountability and Corporate Governance, International Business Development to meet overseas partners and government offices and academic institutions, Achievements: 1
- Formulated the tender documents for the implementation of a peer-reviewed study on the project
- 2
- Implemented Corporate Governance framework for the Board.
- Cultivated relationships with external stakeholders to support the success of the organization's mission.
- Worked collaboratively with key personnel from partner organizations to ensure successful implementation of joint projects.
Business Development Manager
HERITAGE BANK
12.2014 - 08.2018
- Manage all broker relationships, approximately 2000 individual relationships in WA, Manage and meet with aggregators, namely AFG, Aussie, Choice, Plan, Flex, Smart line, Mortgage Choice, Specialist, Connective, Liberty Network Services, VOW Financial, Present to C-level executives at the aggregator level and public presentations during Personal Development days, Achievements: 1
- Finalist in MFAA National Awards
- 2
- Achieved and exceeded annual targets set by the bank by 130%.
- Attended tradeshows and conferences to network with potential clients.
- Maintained a database of existing customers and prospective leads.
- Developed and implemented strategies to increase sales and market share.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Researched target markets to understand the needs of current and potential customers.
- Identified potential clients, built relationships, and negotiated contracts.
- Developed strategic partnerships with vendors and suppliers to ensure cost efficiency.
Manager Acquisitions - Corporate
BANK OF QUEENSLAND (BOQ)
01.2013 - 06.2014
- Generate new-to-bank businesses and develop prospects from all referrals leads from effective networking
- The leading portfolio includes business, property, and commercial banking customers, Present BOQ value proposition and services to C Level Executives and internal Senior Management, Achievements: 1
- Single Equipment Finance ($1.3M) settlement in BOQ, WA
- 2
- Greenfield's acquisition role and achieved my annual plan of $150M versus a target of $50M
- 3
- Conducted Staff Training for Best Practices in Business Development for 15 Branch Managers
- 4
- Initiated the BOQ Corporate program with Winning Appliances Group.
- Ensured compliance with industry regulations and company policies.
- Analyzed customer feedback data to develop action plans for improving services offered.
- Coached, mentored and trained team members in order to improve their job performance.
Business Development Manager
NINE MEDIA GROUP
09.2011 - 06.2012
- Grow customer base while providing solutions to their needs and monitoring their preferences to determine the focus of sales efforts, Liaise with all relevant departments from editorial to account management to ensure clients are well managed and satisfied with services provided, including doing deals on Cudo.com.au, Manage stakeholders' expectations regarding TV and Production in Head Office to ensure optimal performance, Achievements: 1
- Achieved and exceeded annual targets set by the bank by 140%
- 2
- Greenfield's acquisition role and acquired 50 new customers.
Head of Asian Banking
COMMONWEALTH BANK OF AUSTRALIA
01.2010 - 06.2011
- Build rapport with potential clients with intentions to clinch new clients' business, Develop prospects from current commercial customers, referral leads and trade meetings and refer to other Business Units, when appropriate, Facilitate successful negotiations between the clients and the bank while utilizing in-depth knowledge of cross-cultural understanding, Liaise with Public Listed Companies, Local and State Government Departments to formulate, direct and coordinate marketing activities and joint marketing opportunities and policies to promote relevant products and services, Achievements: 1
- Achieved and exceeded annual targets set by the bank by 150%
- 2
- Initiated Corporate Program for CBA with Citic Pacific Mining, Sino Steel, BHP, E & Y, Deloitte, and KPMG.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Completed day-to-day duties accurately and efficiently.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Maintained updated knowledge through continuing education and advanced training.
- Assisted in the development of new banking products and services for clients.
- Coordinated with other departments within the bank to meet customer needs.
Business Banking Manager
WESTPAC BANKING CORPORATION
01.2008 - 12.2009
- Sourced for new business opportunities to increase sales through the planning of development and execution of networking sessions and related forums, Implemented effective sales strategies to meet the team's scorecard, improving numbers from previous sales totals, Manage allocated budget for marketing activities and campaigns to develop a new business division, Achievements: 1
- Team management of 10 staff
- 2
- Achieved and exceeded annual targets set by the bank by 300% for two consecutive years
- 3
- Organized Customer event for customers with the current Treasurer; Minister for Finance; Aboriginal Affairs; Lands - Mr
- Ben Wyatt
- Provided guidance and support to junior staff members on the principles of commercial lending.
- Ensured compliance with all relevant banking regulations, laws and guidelines.
- Negotiated loan terms with customers to ensure maximum profitability for the bank.
- Analyzed customer creditworthiness in order to determine eligibility for loans.
- Assessed potential risks associated with proposed loans to ensure they are within acceptable limits.
- Identified opportunities to expand existing client relationships through additional services or products.
- Managed a portfolio of clients by providing advice on financial products, services and solutions.
- Resolved customer complaints regarding their accounts in a timely manner.
- Facilitated communication between clients and other departments as needed.
Branch Lender / 2IC
POLICE AND NURSES CREDIT SOCIETY
02.2007 - 03.2008
- Resolve customers' complaints with professionalism while protecting all relationships between branch customers with branch and bank, Ensure quality customer service in terms of completion of loan applications, credit analyses and summaries of loan requests then submit to loan committees for approval, Achievements: 1
- Achieved and exceeded annual targets set by the bank by 140%.
- Negotiated terms of loans with borrowers in order to maximize profitability while minimizing risk exposure.
- Assessed borrower's ability to repay based on debt-to-income ratio calculations.
- Educated customers on various types of financing programs available through the organization.
- Ensured compliance with federal, state, and local regulations as well as company policies and procedures.
- Analyzed credit reports to ensure accuracy of reported information before approving loans.
- Maintained an up-to-date knowledge of applicable laws governing lending practices.
Education
Blue Ocean Practical Introduction -
Blue Ocean Academy
01.2023
Certified Blockchain Expert -
Blockchain Council
01.2022
Certified Metaverse Expert -
Blockchain Council
01.2022
Strategies for Online Teaching and Learning -
edX University of British Colombia
01.2021
Entrepreneurship in Emerging Economies -
edX HarvardX
01.2020
Certificate of Achievement Murdoch University SECURITY, TERRORISM AND COUNTERTERRORISM -
Murdoch University
01.2020
Certificate IV (Mortgage Broking) -
Institute of Strategic Management
01.2020
Diploma of Finance and Mortgage Broking Management -
Institute of Strategic Management
01.2020
Master of Business Administration (MBA) in Business and Research -
Murdoch University
01.2018
Company Directors Course -
Australian Institute of Company Directors (AICD)
01.2016
Mentoring Program -
Financial Services Institute of Australasia (FINSIA)
01.2011
Diploma in Law -
Singapore Institute of Commerce
01.1998
Skills
- Business Development
- Innovation and Entrepreneurship
- Asia Pacific Experience
- Professionalism
- Lifelong Learning
- Multilingualism
- Exceptional communication and interpersonal skills
- Relationship management
- Event coordination
- On the Job training
- Computer literacy (Microsoft Office and social media)
- Stakeholder Management
- Financial Acumen
- Client Engagement
- Relationship review process
- Relationship Management
- New Business Development
- Relationship building and management
- Client acquisition
- Customer Portfolio Management
- Portfolio Growth
- Effective customer communication
- Sales proficiency
- CRM proficiency
- Consultative Selling
- Public Speaking
Affiliations
- Australian Institute of Company Directors (GAICD)
- Australian Institute of Management (AFAIM)
Languages
English
Professional
Chinese (Mandarin)
Professional
Indonesian
Professional
Malay
Professional
Timeline
Business Relationship Manager
MA Services Group
10.2023 - Current
Board Chair
Unicare Early Childhood Education
06.2023 - 12.2023
Director
Nexton Equity
05.2020 - Current
Student Mentor
Murdoch University
04.2019 - Current
Advisory Board Member
Australian Biome Project
04.2019 - 10.2019
Business Development Manager
HERITAGE BANK
12.2014 - 08.2018
Manager Acquisitions - Corporate
BANK OF QUEENSLAND (BOQ)
01.2013 - 06.2014
Business Development Manager
NINE MEDIA GROUP
09.2011 - 06.2012
Head of Asian Banking
COMMONWEALTH BANK OF AUSTRALIA
01.2010 - 06.2011
Business Banking Manager
WESTPAC BANKING CORPORATION
01.2008 - 12.2009
Branch Lender / 2IC
POLICE AND NURSES CREDIT SOCIETY
02.2007 - 03.2008
Blue Ocean Practical Introduction -
Blue Ocean Academy
Certified Blockchain Expert -
Blockchain Council
Certified Metaverse Expert -
Blockchain Council
Strategies for Online Teaching and Learning -
edX University of British Colombia
Entrepreneurship in Emerging Economies -
edX HarvardX
Certificate of Achievement Murdoch University SECURITY, TERRORISM AND COUNTERTERRORISM -
Murdoch University
Certificate IV (Mortgage Broking) -
Institute of Strategic Management
Diploma of Finance and Mortgage Broking Management -
Institute of Strategic Management
Master of Business Administration (MBA) in Business and Research -
Murdoch University
Company Directors Course -
Australian Institute of Company Directors (AICD)
Mentoring Program -
Financial Services Institute of Australasia (FINSIA)
Diploma in Law -
Singapore Institute of Commerce
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