Bryan Lim Email & Phone Number

Makati, National Capital Region, Philippines

Handles the retail fixed income sales team of 12, who’s primary task is to grow the bank’s market share on Fixed Income sales for both invidividuals and corporations, as well as their over-the-counter Foreign Exchange requirements.Closely collaborates with different sales and marketing arm of the bank to come up with new strategies to maximize.

NCR - National Capital Region, Philippines

Handle a team of 4 sales traders to grow client base from both direct contacts and wealth management and branch referrals.Strategize with the sales and trading management team in creating ideasor new products in order to grow client portfolio size in the bank.Achieved 164% of Team’s Actual Income Target for 2018 Achieved 110% of Individual Income and 400%.

NCR - National Capital Region, Philippines

Manage investment requirements of corporate accounts, high net worth individuals and retail clients. Execute the best price for the client’s account. Broker fixed income securities, foreign exchange and plain vanilla derivative products like asset swap and forwards. Provide support to the bank’s wealth management team and branches, by relaying investment.

NCR - National Capital Region, Philippines

Oversaw the team’s daily task, from actual treasury sales figures to audit and document deficiencies. Handled a team of 3 investment associates with a task of acquiring sophisticated investors.

NCR - National Capital Region, Philippines

Promoted treasury products and cross sell other bank products, which include subsidiaries’ and Trust Banking Group’s products and services. Provided sales and marketing support to branches by giving access to a wide array of investment options to high net worth individuals and corporate accounts.

NCR - National Capital Region, Philippines

Assigned in Sta.Cruz branch Acquired new bank clients by offering deposit products, lending facilities, and cash management services. Increased existing clients’ portfolioAssisted the Branch Manager in strategizing ways to penetrate the market.

NCR - National Capital Region, Philippines

Acquired new clients by providing a wide array of products offered by the bankPerformed risk profiling on prospective clients and recommended products that suit the client’s risk profile.Achieved 356% of first month’s quota, September, 2008 Achieved 205% of second month’s quota, October, 2008.

NCR - National Capital Region, Philippines

Assigned in Binondo branchAcquired new clients to invest in the bank’s UITF. Built and increased portfolio size by enhancing customer-bank relationshipTop 4 in Sales Performance for the year 2006. Awarded by ING Investment Management, December 2006Top 2 in Sales Performance for the months of June, July and August 2006. Awarded by Mr. Ian T. Fish.

NCR - National Capital Region, Philippines

Compiled client orders, provided pricing quotes and summarized sales inventories daily. Kept track of company expenses and followed up on customer’s over-due accounts.

NCR - National Capital Region, Philippines

Monitored delinquent credit card accounts and escalated accounts that have low probability of collection.Assisted in analyzing the delinquency level of a cardholder’s account, and suggested alternative ways of collection.