Mervyn Tan

•Achieve monthly sales target set for the center by the Regional Operation Director. •Direct the daily activities of the course consultants and help them achieve their sales target by continuous training, evaluating and monitoring their progress. •Monitor and support the center with the support of the service manager. •Provide mediation and provide support to students’ issues and resolve any disputes raised. •Support Marketing function and monitor the show rates of prospects for the center.

•Specialize in Risk and wealth management. •Provide personalized services to clients through a comprehensive financial planning model and a one stop service for all insurance needs. •Create opportunities of sales thru service, in terms of creating awareness of new products & value-added services. •Involved in road shows and cold calling to source for potential clients.

•Taking care of the day to day operations of the center, managing the service staff. •Attend to walk-in enquiries and feedback at service centre. •Provide personalized services to phone-in enquiries and resolve billing disputes. •Create opportunities of sales thru service, in terms of creating awareness of new products & value-added services. •Served as an ambassador between the organization and customers by being the first source of contact. •Analyzing customers’ usage patterns and bills.

•Responsibilities in servicing a high end group of customers (Treasures Priority Banking & Platinum Cardholders) •Cross-sell other financial products such as Mortgage Loan, Investment (Unit Trust & Capital Funds), Insurance. •Key tasks include Conflict Resolution, Problem Solving and Active Listening. •Managing customers’ enquiries and transactions through inbound phone calls. •Provide expertise to customers on financial products such as Credit Cards, Unsecured Loans and basic banking needs.

•Responsibilities in servicing a high end group of customers (Treasures Priority Banking & Platinum Cardholders) •Cross-sell other financial products such as Mortgage Loan, Investment (Unit Trust & Capital Funds), Insurance. •Key tasks include Conflict Resolution, Problem Solving and Active Listening. •Managing customers’ enquiries and transactions through inbound phone calls. •Provide expertise to customers on financial products such as Credit Cards, Unsecured Loans and basic banking needs.