Nicholas Tan Email & Phone Number

Puchong, My

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

● Played a dual role as Hunter & Farmer, successfully sourcing and building relationships with New-To-Bank customers, while identifying additional financial needs and increasing utilization among Existing customers in Malaysia’s SME segment.● Demonstrated expertise in identifying business financial needs and aligning them with suitable loan facilities, as well as cross-selling other banking products.● Conducted KYC, KYCC, & EDD to ensure compliance with policies and regulations.● Proficient in analyzing business documents and financial reports to assess current financial health and forecast repayment capabilities, determining eligibility for new businesses and recommending revisions for existing customers during annual reviews.● Cultivated strong relationships with business partners across diverse industries.● Acquired foundational knowledge and skills in credit, financial analysis, and report writing.

Federal Territory Of Kuala Lumpur, Malaysia

● Demonstrated fast learning ability, working autonomously with minimal guidance and supervision.● Successfully tackled challenging assignments beyond scope with one week of training, executing 250 leads ahead of schedule and exceeding performance metrics.● Facilitated team success as quarter-end approached, ensuring colleagues met their targets.● Achieved outstanding results in appointment scheduling by maintaining a customer-centric focus, addressing feedback, and delivering excellent end-to-end experiences.● Increased conversion rates by building relationships, understanding customer needs and concerns, sorting leads, and effectively managing time.

Bachelor Of Arts - Ba, Psychology, 3.68 Cgpa Cum Laude

Activities and Societies: Bursa Young Investor Club IICS Psychology Society Student Ambassador

High School, Igcse