Yanru Tan

Product Manager - Share Financing at OCBC Securities
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • English Native or bilingual proficiency
  • Chinese Native or bilingual proficiency

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Bio

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Credentials

  • CMFAS M1A
    IBFSG - The Institute of Banking & Finance Singapore
    Feb, 2022
    - Nov, 2024
  • CMFAS M6A
    IBFSG - The Institute of Banking & Finance Singapore
    Jan, 2022
    - Nov, 2024
  • CMFAS M5
    Singapore College Of Insurance
    Oct, 2021
    - Nov, 2024
  • Project Management Foundations
    LinkedIn
    Aug, 2021
    - Nov, 2024

Experience

  • OCBC Securities
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Product Manager - Share Financing
      • Nov 2021 - Present

  • American Express
    • United States
    • Financial Services
    • 700 & Above Employee
    • Premium Travel & Lifestyle Consultant
      • Apr 2019 - Oct 2021

      Servicing HNW and UHNW card members by researching, recommending, and tailoring luxury travel and lifestyle experiences to suit their needs and requirements. Being efficient and resourceful is one of the key components to customer satisfaction. Actively identifying and promoting areas with potential for revenue generation to cross-sell, upsell products and services. Achievements:-Consistently achieved Lowest Customer Servicing Time -Highest percentage of customer satisfaction in my first full year -Team Captain of Reigning Rojak team-President of The Knowledge Lab sub-committee-2021 Pacesetter Award

    • FX Operations Specialist
      • Mar 2015 - Apr 2019

      Processing payment orders and matching funds while keeping a keen eye for any suspicious AML activities. Liaise extensively with internal business partners and external global counterparties to ensure smooth transaction flow. Participated in process improvement initiatives and mentored team members across different work functions and shared best practices to improve productivity.

Education

  • University of London
    Bachelor of Science - BS, Business/Commerce, General
    2012 - 2014
  • Ngee Ann Polytechnic
    Diploma in Logistics Management, Logistics, Materials, and Supply Chain Management
    2008 - 2011

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