Dylan Tan Jun Yan

Experience

• 

  OCBC Bank

  May 2014 - Sept 2017

  Achiever who achieved 100k revenue (monthly) 200% kpi achiever on monthly basis, awarded as nationwide top personal financial consultant in 2015Promoted two rank higher to junior relationship manager instead of acquisition relationship manager due to overachieved performance

  • Junior Relationship Manager

    Oct 2015 - Sept 2017

  • Personal Financial Consultant

    May 2014 - Oct 2015
• 

  HSBC

  Oct 2018 - Jun 2023

  Personal achievement and record breaking in HSBC Malaysia for Banca- 4MIL APE in year 2022. Broke record achiever of achieving 700% KPI and awarded star people award for customer service experience. Awarded beat your best record in sales in 2019. Was sent to HSBC Hong Kong for training programme in 2019. Highest achiever in Bancasurrance in HSBC Malaysia in 2022. Highest FX contributor in HSBC damansara heights in 2022. 2022 full year winner for personal & wealth banking in Senior RM category. Nationwide rank 1 senior relationship manager in January 2023. 2019- awarded star people award in 2019; awarded star achiever for sales in 2019, nationwide highest unit trust penetration among peers; year to date rank 1 wealth net new money achiever2020 Jan- achieved investment KPI and banca KPI2020 Feb- achieved investment KPI and banca APE 480k2020 Aug- achieved year to date banca APE 1.35million (Million Dollar Round Table)2020 Sept- achieved year to date banca APE 1.45million (Million Dollar Round Table)2020 Oct- achieved investment KPI and banca KPI 2020 November- achieved investment KPI and banca KPI2021 January- achieved 200% of investment KPI and banca APE 160k2021 February- achieved investment KPI and banca APE 220k2021 March- achieved investment KPI and achieved quarter 1 banca KPI2021 April- achieved investment KPI and banca KPI 2021 May- was invited to share success stories to different region in HSBC 2021 June- achieved banca APE 639k in a month and was invited to share success stories to same region in HSBC; Banca Million Dollar Round Table in HSBC. Nationwide rank1 among peers in banca in month of June. 2021 July- Achieved more than 100% for total investments in July; submitted banca APE 560K APE; the only sales staff who has no YTD investment and banca sales gap in branch. Shared success stories to Klang valley region. 2021 July till Nov- Achieved total banca APE of RM1,990,000, FX Achiever, Net New Money & Recurring revenue top quintile Show less

  • Senior Premier Relationship Manager

    Jan 2019 - Jun 2023

  • Premier Relationship Manager

    Oct 2018 - Dec 2019
• 

  HSBC Bank

  Jun 2023 - now

  Premier Relationship Director

  Attended regional award night at Barcelona in April 2024 to receive 2023 award 2023 July- Achieved investment KPI and Banca KPI2023 August- Achieved investment KPI and banca KPI in mid of month; was invited to success sharing to all leaders & sales staffs2023 September- Achieve investment KPI and Banca KPI in mid of month 2023 October- Achieve investment KPI and Banca KPI in mid of month 2023 Nov to Dec- Achieve investment & banca KPI2024 Jan- Achieve investment KPI in first week of Jan 2024 Feb till June- Exceed investment KPI and banca KPI 2024 July till November- Exceed investment KPI and banca KPI Show less