AZNIL AZIM MUSHTARI
TAKAFUL ADVISOR | AGENCY TRAINER
Shah Alam
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
16
16
years of professional experience
Work History
Takaful Advisor
AIA Public Takaful Berhad
Kuala Lumpur, Malaysia (Remote)
08.2020 - Current
- Delivered informative presentations at client meetings, educating prospective clients on personal finance topics such as risk management, retirement planning or wealth management strategies.
- Enhanced client satisfaction by providing expert financial advice and personalized financial and protection planning.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Conduct and plan training structure for agency and for all advisors under agency.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times
Portfolio Manager
PERMODALAN BSN BERHAD
7 2013 - 08.2020
- Responsible in managing equity, fixed income and money market investment portfolios with fund size of over RM300 million; Actively trade fund under management to achieve maximum investment return and meeting income distribution target; Perform portfolio management tasks; liquidity management, portfolio re-balancing, risk and performance management; Actively pitch investment ideas with in-depth discussions highlighting catalysts, growth opportunities and risks; Employ strict process for stocks selection and sectors allocation based upon combination of fundamental and technical analysis; Prepare Investment Committee meeting reports, relevant sections of Board of Directors' meeting reports, fund factsheet and write-ups on monthly basis for company's website as well as write-ups on semi and annual basis for fund's semi and annual report, and prospectus on timely basis; and To make sure investment transactions in accordance with standard operating procedures, policies and guidelines.
Dealer, Money Market
MAYBANK ASSET MANAGEMENT SDN BHD
03.2011 - 06.2013
- Managed and optimised Money Market portfolios in order to achieve favourable returns for investors (with total cash under management over RM6 billion); Ensured Money Market strategy is consistent with goals and objectives being established for various clients; Performed market analysis to determine market direction; Managed Money Market portfolios dynamically within the investment parameters, limits set-up in the information memorandums, Asset Liability Management framework and Investment Management Mandates signed with clients etc; Monitored and provided timely cash flow in facilitating the conventional and syariah compliance Money Market transactions (Placement of deposits, transfer, withdrawals of deposits, repo placement and maturities of treasury papers).
Analyst, Fund Performance Management
ETIQA TAKAFUL BERHAD
03.2008 - 02.2011
- Analysed fund managers’ investment strategies and use various performance attribution and as well as performance evaluation tools in order to assist fund managers to focus on their behaviour, strength and weakness in their investment decision which would also serve as and methods to improve their investment performance; Reviewed funds performance against benchmark performance for dispersion of fund performance reports weekly, monthly, quarterly and yearly basis in order to assist fund managers in formulating their investment strategy; Assisted fund managers to determine impact of investment decision with regard to overall investment policy, asset allocation and securities selection using portfolio attribution analysis; and highlighted to fund managers on choice of which securities and sector selection that would affect fund performance of their funds under management.
- Assist fund managers in preparing their investment analysis and reports in order to support their rationale in executing any investment decisions on behalf of their clients.
Education
Skills
Professional Demeanor
Strategic Planning
Reliability
Multitasking
Teamwork and Collaboration
Professionalism
References
Available upon request.
Timeline
Takaful Advisor
AIA Public Takaful Berhad
08.2020 - Current
Dealer, Money Market
MAYBANK ASSET MANAGEMENT SDN BHD
03.2011 - 06.2013
Analyst, Fund Performance Management
ETIQA TAKAFUL BERHAD
03.2008 - 02.2011
Portfolio Manager
PERMODALAN BSN BERHAD
7 2013 - 08.2020