Evelyn Tan's Linkedin Analytics

A people leader who excels in wealth management, customer service management and sales advisory. Has more than 15 years’ experience in consumer banking including managing branches and teams of wealth relationship managers and SME relationship managers. Strong in coaching, motivating and outreach/partnerships. Implemented key transformational projects for Financial Institutions and experienced in workforce transformation and digital disruptions in banking. An experienced coach who is experienced in identifying performance gaps and finding performance solutions with evidenced based learning solutions. Key Competencies Leadership Skills Sales and Service Management Wealth Planning and Financial Planning Knowledge Business Development Skill Business Negotiation Skill Project Management Skill Change management and Organization Development Compliance and KYC Knowledge (IBF Accredited Trainer) Training and Leadership Development Key Achievements • Top performing Business Director from 2014-2015 & Top 3 performing Business Director in DBS & POSB Network in 2016 & 2017 • Led in the 25% high risk audit findings in both DBS and POSB Network of Branches • Contributed to DBS Academy in developing effective sales training plans for increasing sales productivity for wealth management products. • Led a DBS Command Centre to resolve critical 4000 customer issues. • CEO Award -Best Sales Manager in 2003 • Top 3 Individual Sales Contributor in DBS/POSB Network prior to becoming a Business Manager • Head-speared the RHB lean project for department for corporate onboarding process • Successfully launched mobile learning applications for sales and service • Set up Top performing SME Team from scratch and spotted key players as major revenue contributors • Successfully launched IBF’s first Robotic Processing Automation in building the Bots • Contribute successfully to Falco Academy’s business growth revenue from $1million to $3million dollars within a span of 2 years.