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ABDUL HAKIM BIN ABDUL HANIM
PERSONAL FINANCIAL CONSULTANT
NO. 294 LORONG IRINGAN BAYU 34/9, PERSIARAN IRINGAN BAYU, 70300 SEREMBAN NEGERI SEMBILAN
Summary
Proven Financial Consultant with a track record of success at Affin Bank Berhad, adept in financial planning and investment management. Excelled in portfolio diversification and client presentations, achieving top achiever status in the million dollar club 5 times. Skilled in leveraging financial product knowledge and sales transactions to exceed goals by 110%, enhancing client wealth and financial strategies.
Overview
5
5
years of professional experience
5
5
Certifications
4
4
Languages
Work History
Personal Financial Consultant
Affin Bank Berhad
06.2023 - Current
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Promoted products and services by conducting educational seminars to clients and prospects in Seremban and Klang Valley areas.
- Sold RM 8 Million in ASB Financing in a year and be top achiever million dollar club for 5 times.
- Advised clients on portfolio allocation and various investment types.
- Assist branch in Deposit , Current & Saving Account (CASA), Payroll and Premier Customer(Invikta).
Personal Banker Officer
Ambank (M) Berhad
07.2021 - 06.2023
- Utilized CRM software efficiently to track client interactions and identify sales opportunities within the existing client base.
- Monitored economic trends to provide well-informed advice regarding investment options for clients seeking growth opportunities.
- Educated clients on credit-building strategies, enabling them to improve their financial profiles interm in Amanah Saham Bumiputera(ASB) Financing, Unit Trust or Bancaansurance.
- Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
- Increased daily sales by 110% by upselling banking products and financial services to customers.
Financial Services Consultant
Cimb Bank Berhad
08.2019 - 06.2021
- Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Evaluated client risk profiles using advanced software tools before making investment recommendations tailored specifically towards individual needs in Life Bancassurance.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Articulated client solutions in terms of ROI.
Education
Bachelor of Quranic With Multimedia With Honour - Multimedia
Universiti Sains Islam Malaysia (USIM)
Nilai, Negeri Sembilan 04.2001 -
Diploma in Syariah Islamiah - Philosophy And Religious Studies
Cybernetics International College of Technology
Kuala Lumpur, Malaysia 04.2001 -
Skills
Financial product knowledge
Software
Microsoft Office Excel
Microsoft Office Powerpoint
Adobe Photoshop
Adobe Ai
Adobe Project Video
Certification
Pre-Contract Examination For Insurance Agents (PCEIA)
Interests
Computer
Design
Photograph
Travel
Gaming and Movies
Timeline
Personal Financial Consultant
Affin Bank Berhad
06.2023 - Current
Personal Banker Officer
Ambank (M) Berhad
07.2021 - 06.2023
Financial Services Consultant
Cimb Bank Berhad
08.2019 - 06.2021
Bachelor of Quranic With Multimedia With Honour - Multimedia
Universiti Sains Islam Malaysia (USIM)
04.2001 -
Diploma in Syariah Islamiah - Philosophy And Religious Studies
Cybernetics International College of Technology
04.2001 -
Pre-Contract Examination For Insurance Agents (PCEIA)
Investment Link (CEILI)
Takaful Beginner Examination (TBE)
Computerised Unit Trust (CUTE)
Private Retirement Scheme (PRS)
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