Summary
Overview
Work History
Education
Skills
Timeline
Generic
AHMAD SAFWAN HANIZA

AHMAD SAFWAN HANIZA

FINANCIAL ADVISOR
48200 SERENDAH, SELANGOR

Summary

Experienced and service-oriented financial advisor with over 7 years of success in the Malaysian banking industry, specializing in personal financing, relationship management, and ethical financial advisory. Proven ability to meet and exceed performance targets while delivering Shariah-compliant financial solutions and educating customers on debt management and financial literacy. Ready to transition into the takaful sector to support community well-being through responsible financial protection and advisory.

Overview

9
9
years of professional experience
2016
2016
years of post-secondary education
2
2
Languages

Work History

FINANCIAL ADVISOR

MBSB BANK
04.2019 - Current
  • - Delivered personalized Islamic financing advice in alignment with Shariah principles
  • - Maintained 100% monthly performance targets through proactive client engagement
  • - Led customer education on responsible financing, debt restructuring, and fraud prevention
  • - Mentored new staff, helping them reach full performance within onboarding period
  • - Collaborated with internal departments to improve collections and customer experience
  • - Contributed to restructuring of panel packages through strategic partnerships
  • - Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.

PERSONAL FINANCING EXECUTIVE

BANK ISLAM
05.2017 - 03.2019

- Provided client consultations on personal loans, credit cards, and mortgage options
- Educated customers on Islamic financial principles and ethical debt practices
- Partnered with sales and service teams to optimize customer journeys and product delivery
- Supported awareness on financial scams and responsible credit usage

INFORMATION TECHNOLOGY TEAM / IT

AEON CREDIT SERVICE
02.2016 - 03.2017
  • Ensure optimal system performance by maintaining a 100% operational capacity daily
  • Develop and enhance workflows to guarantee effective Standard Operating Procedures (SOPs)
  • Innovate system designs biannually to stay current and ensure long-term reliability

Education

HIGH SCHOOL DIPLOMA - Information and Communication Technology(Programming)

POLITEKNIK SULTAN IDRIS SHAH

Skills

    -Islamic Financing & Takaful Advisory

    - Client Relationship Management

    - Team Mentorship & New Staff Onboarding

    - Ethical Financial Education & Outreach

    - Collections & Account Recovery

    - Communication & Problem Solving

    - Sales Target Achievement

    - Customer-Centric Approach

Timeline

FINANCIAL ADVISOR

MBSB BANK
04.2019 - Current

PERSONAL FINANCING EXECUTIVE

BANK ISLAM
05.2017 - 03.2019

INFORMATION TECHNOLOGY TEAM / IT

AEON CREDIT SERVICE
02.2016 - 03.2017

HIGH SCHOOL DIPLOMA - Information and Communication Technology(Programming)

POLITEKNIK SULTAN IDRIS SHAH
AHMAD SAFWAN HANIZAFINANCIAL ADVISOR