Alex D Lim Email & Phone Number

• Replying to a daily average of 50 customers’ email requests and enquiries
• Optimising customers’ satisfaction by responding to 80% of customers’ queries within the first contact, within three days of them sending emails to us
• Alleviating customers’ concerns through a mixture of empathy and respect while handling special complaint cases and highlighting these cases to higher level management or MAS

Metropolis #18

• Effectively propose and launch clients’ requests through the incorporating of their goals and the planning of their futures.
• Foster trust and rapport with prospects to encourage their dreams by the power of communication and presenting them with a detailed analysis of their existing policies.
• Combine positive reinforcement with gentle challenges to clients’ beliefs system by highlighting potential risk factors to update a realistic forecast to promote partnership.
• Send weekly informative updates on financial markets to clients on monthly basis through email and daily face to face appointments with prospects.

• Organised and prioritized the enquiries and requests of our priority and private banking clienteles to ensure that they were answered and acted on within two working days.
• Effectively managed communications and close knitted working relationship with three Relationship Managers to help our customers
• Processed an average of seven daily investment requests through face-to-face interactions, phone, and email, through working closely and independently with the team

No 158 Kallang Way #07-01/02 Performance Building, Singapore 349245 | 68462393

• Increased sales volume by setting up more clients meetings for the sales team and proactively reached out to customers on previously sent quotations
• Used a balance of persuasion, diplomacy, and intuition to understand the needs of the customers, allowing the sales team to introduce useful products to the customers
• Accurately created quotations and bidding of tenders to ensure that highest level of profit was earned
• Constructed pivot tables twice a week to help precisely forecast sales volume to paint an accurate portrayal of the sales pipeline to be fulfilled

2 Changi Business Park Crescent #08-02 DBS Asia Hub. Singapore 486029 | 63272265

• Achieved customer satisfaction by empathising with challenging customers, offering them alternatives, and performing regular follow ups
• Anticipated customers’ needs and minimised time spent per customer to an average of 3.5 minutes by providing on-the-spot solutions, information and suggestions
• Received national award from Spring Singapore’s Gold Excellent Service Award (EXSA) by giving customers personalised experiences, and receiving verbal and written compliments

111 North Bridge Road #14-02 Peninsula Plaza Singapore 179098 | 63383874

• Carefully prepared and despatched out an average of 15 letters daily to various banks and clients to notify them of staggered payments to be made for the purchase of property.
• Ensured a smooth dispatch of payment to the property developers, from checking the accuracy of the print details of clients’ cheques to the monitoring of their timely delivery.
• Accurately processed bank documents and exchange of legal documentation with developers’ lawyers for smooth process for property owners to obtain their keys.

Master Of Science In Applied Finance

Bachelor Of Science (Hons) In Finance, Awarded Second Class Honours, Grade 1