
Able to deal with people at all level and have a good track record as a hard working individual and quick learner. Posses leadership qualities, proactive and have analytical and problem solving skills. Able to think creatively, result oriented and display consistent performance. Willing to learn.
Results-driven Personal Financial Consultant known for high productivity and efficient task completion. Excel in financial planning, investment strategy formulation, and risk management. Key soft skills include strong interpersonal communication, problem-solving, and adaptability, enabling effective client relations and customized financial solutions.
37, Married, Male, Malaysian, Islam, Excellent, 67kg, 173cm, Malay
Mohamad Effendi Bin Abdul Razak, 016-7717766
Total 12 Year(s) of Experience,
RHB BANK KLUANG,
10/02/23 - Present,
Personal Financing Consultant , Senior Executive, Financing & Banking, RM 4000 ++,
Responsible for promoting a comprehensive range of RHB products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.,
Ambank (M) Bhd Segamat,
03/01/20 - 09/01/23,
Financial Consultant Service Position, Executive, Marketing & Sales, Banking, RM 4000.00 ++,
Responsible for promoting a comprehensive range of Ambank products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.,
Aia Public Takaful (under Caliph Group), 01/17/17 - 02/01/20,
Financial Consultant & Admin Position, Executive, Marketing, Sales & Administration, Takaful, RM 3000.00 ++,
Responsible for promoting a comprehensive range of Aia Public Takaful products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes., Cimb Bank Segamat, 05/15/14, 11/15/16, Financial Consultant Service Position, Executive, Marketing & Sales, Banking, RM 4000.00 ++, Responsible for promoting a comprehensive range of CIMB Bank products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.,
Easy RHB Bank Segamat,
10/01/13 - 04/30/14,
Sales Executive Position, Executive, Personal Loan & ASB, Banking, RM 2500.00 ++,
Responsible for promoting a comprehensive range of RHB Bank products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.,
Bank Simpanan Nasional Collaboration with UTS Marketing Solution Sdn.Bhd.,
05/01/12 - 03/29/13,
Telesales Representative Position, Executive, Data Resources & Telemarketing, Insurance, RM 2000.00 ++, Responsible for promoting a comprehensive range of Chartis assurance products in collaboration with Bank Simpanan Nasional (BSN) to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.,
American International Assurance (AIA),
09/15/11 - 04/20/12,
Telesales Representative Position, Junior Executive, Telemarketing, Insurance, RM 1800.00 ++,
Responsible for promoting a comprehensive range of AIA products to existing and new customers, delivering set targets and performing pre and post-sales activities. Required to maintain cohesive customer relationships by conducting daily customer follow-ups in enhancing business performance. In addition, required to perform routine administrative functions related to the daily processes.