
Kheng Chok Tan
Interior Designer (Internship)

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About me
Senior Financial Planner
Education

Singapore Polytechnic
2007 - 2010Diploma in Interior Design
University of London International Programmes
2012 - 2015Bachelor’s Degree Accounting and Finance
Experience

Spacevox Design Pte Ltd
Mar 2009 - Apr 2009Interior Designer (Internship)◆ Assisted Project Designers◆ Liaised with clients◆ Assisted in developing drawings and presentaion of The Manhattan FIsh Market branches◆ Assisted with administrative work

Coca-Cola Singapore Beverages Pte Ltd
Jul 2013 - Aug 2013Sales Assistant (Part Time)◆ Promoted beverages during Ramadan◆ Managed inventory and logistics

We Are Spaces
Jul 2014 - Jul 2014Sales Executive (Internship)◆ Contacted potential clients and developed sales opportunities via field sales, referrals, networking, telesales and face-to-face meetings◆ Tracked all sales activity through the sales automation system◆ Worked closely with Operations team for sales supports

Changi Cove
Sept 2015 - Dec 2015Sales Executive◆ Achieve monthly sales objectives and targets◆ Engage in sales activities and manage corporate accounts◆ Establish new leads and grow existing accounts◆ Scheduling effective sales appointments and conduct site visits◆ Coordinate with other departments to facilitate events and ensure customer satisfaction

Pacific World
Apr 2016 - Jun 2017Account Executive (Events Planner)Work Responsibilities◆ Conceptualise and create proposals, presentation of ideas to both overseas andlocal clients via phone calls and emails◆ Scheduling and performing on-site presentations, inspections and coordination◆ Working closely with and maintaining existing customer base for future projects◆ Credit management of project accounts and administrationAchievements◆ Serviced clients in a positive way, receiving customer commendations◆ Settled quickly into managing high-volume workload in stressful environment◆ Managed events while pitching proposals to new clientele◆ Built and retained relationships with overseas clientele Show less

AXA
Jul 2017 - Nov 2022Financial Sales Consultant (Client Advisory Services)◆ Providing servicing needs and updates for clients ◆ Provide reasonable basis of recommendations to assist clients ◆ Customising wealth solutions to meet clients' needs ◆ Developing and maintaining a close relationship with existing customers
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AYO Advisory (agency unit representing HSBC Life)
Nov 2022 - nowExecutive Financial Planner (Alvin Yeo Organisation)◆ Providing servicing needs and updates for clients ◆ Provide reasonable basis of recommendations to assist clients ◆ Customising wealth solutions to meet clients' needs ◆ Developing and maintaining a close relationship with existing customers
Licenses & Certifications
- View certificate

High Performing Teams MasterClass
BestOfMeMar 2023
Volunteer Experience
Volunteer
Issued by RICHARD GAVRIEL SPEAKER MANAGEMENT PTE. LTD. on May 2025
Associated with Kheng Chok Tan
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