BENJI JOHAN IBRAHIM
Senior Manager
Kuala Lumpur
Summary
Accomplished senior manager with 20+ years in sales leadership and client relationship management within the financial services sector. Successfully led market strategy development and team performance enhancement. Specialized in compliance and regulatory practices, fostering strong client partnerships to achieve growth objectives.
Senior management professional, bringing strategic leadership and operational excellence to drive organizational success. Skilled in project management, team collaboration, and process optimization with keen focus on achieving results. Adept at navigating complex challenges, fostering culture of accountability, and adapting to evolving business needs. Known for strong decision-making, effective communication, and building high-performing teams.
Overview
26
26
years of professional experience
Work History
Senior Manager (Branch Sales Manager)
AmBank Berhad
05.2022 - Current
- Attain branch sales targets for deposits, loans, credit cards, insurance, and investment products.
- Developed and executed strategies that expanded market share and enhanced customer acquisition.
- Cultivated strong relationships with retail and SME clients, resolving escalated customer issues effectively.
- Recruit, train, and mentor Personal Bankers, instilling a strong culture of compliance and integrity.
- Ensure strict adherence to Bank Negara Malaysia (BNM) guidelines, Anti-Money Laundering/Know Your Customer (AML/KYC) standards, and internal policies.
- Compiled monthly sales reports and proposed strategic initiatives that improved branch performance.
Business Development Manager (Sales, Training & Agency Development)
as-Salihin Trustee Berhad
08.2018 - 05.2022
- Spearhead business growth by achieving sales targets for trust and estate planning products and expanding market reach through new opportunities.
- Establish and nurture strong partnerships with corporate clients, strategic collaborators, and agency networks.
- Orchestrate and implement effective training programmes for sales teams and agency partners, ensuring continuous performance enhancement and compliance.
- Recruit, develop, and support agency partners to fortify distribution channels and align with organisational objectives.
Licensed Financial Planner (BNM,SC)
MyiCFO Advisors Sdn Bhd
08.2017 - 07.2018
- Provide bespoke financial planning solutions, encompassing investment, retirement, insurance, and estate planning.
- Sustain and enhance long-term client relationships through regular reviews and proactive engagement.
- Evaluate clients’ financial standing and recommend appropriate products and strategies in adherence to regulatory standards.
- Maintain up-to-date knowledge of market trends, financial products, and regulatory shifts to deliver accurate advisory services.
Manager, Human Capital Development
EAST COAST ECONOMIC REGION DEVELOPMENT COUNCIL
01.2016 - 08.2017
- Conceptualise, develop, and execute skill development programmes designed to boost employability and economic prospects for target communities (B40).
- Administer contracts and cultivate relationships with service providers to ensure the effective delivery of training initiatives.
- Oversee programme performance, assess outcomes, and propose enhancements for sustained impact and viability.
- Liaise with stakeholders, government bodies, industry collaborators, and educational institutions to align programmes with regional development agendas.
AVP, Investment Specialist
CIMB Bank
02.2010 - 06.2016
- Formulate and execute strategies to achieve sales and fee-based income targets for wealth management products.
- Offer guidance and support to Personal Financial Consultants (PFCs) and Branch Managers to augment their advisory skills and productivity.
- Design and implement strategic training initiatives to ensure PFC competency in financial planning, investment, and regulatory compliance.
- Track performance metrics and implement targeted improvement plans to meet business objectives.
- Coordinate with internal departments to synchronise wealth management strategies with overall bank objectives.
Senior Relationship Manager
AL-RAJHI Bank
01.2009 - 01.2010
- Cultivate and maintain strong, lasting relationships with priority and high-net-worth clientele.
- Provide expert advisory services on Islamic banking products, including deposits, financing, investments, and wealth management solutions.
- Achieve individual and team sales objectives while ensuring strict compliance with Shariah principles and regulatory guidelines.
- Identify cross-selling and upselling opportunities to maximise client value and engagement.
- Address client inquiries and resolve issues with promptness to uphold service excellence.
- Collaborate with internal teams to deliver seamless banking experiences and tailored financial solutions.
Head, Strategic Planning, Wealth Management
RHB Islamic Bank
01.2008 - 01.2009
- Formulate and execute long-term strategic plans to expand Islamic wealth management assets and market presence.
- Scrutinise market trends, customer segments, and competitor offerings to pinpoint avenues for growth.
- Develop Shariah-compliant product strategies for investments, wealth protection, and inheritance planning.
- Partner with business units (e.g., product development, advisory, compliance, distribution) to transform strategy into actionable initiatives.
- Establish key performance indicators (KPIs) and performance benchmarks; monitor divisional performance and recommend strategic adjustments.
- Engage with regulatory bodies and Shariah advisory committees to ensure strategic alignment with BNM and internal Shariah standards.
Client Portfolio Manager
PRUDENTIAL Fund Management
01.2007 - 01.2008
- Engineer and implement bespoke investment strategies aligned with client risk appetites and financial objectives.
- Monitor portfolio performance, delivering regular updates and strategic recommendations to clients.
- Conduct in-depth market research and analysis to identify investment opportunities and effectively mitigate associated risks.
- Maintain strong client rapport through proactive communication and the provision of exceptional service.
- Ensure strict compliance with all regulatory requirements and internal standards.
- Collaborate with internal teams on product enhancement and portfolio optimisation.
Retail Segment Manager
CIMB Bank
08.2000 - 01.2007
- Develop and execute segment strategies to elevate market share and revenue for retail banking products, including deposits, loans, cards, and investments.
- Analyzed customer behaviour patterns, market trends, and competitor activities to identify strategic growth opportunities.
- Analyse customer behaviour patterns, prevailing market trends, and competitor activities to identify strategic growth opportunities.
- Cooperated with product, marketing, and branch operations teams to ensure cohesive execution of segment initiatives.
- Monitored segment performance, generated comprehensive reports, and proposed improvements to achieve key performance indicators (KPIs).
- Ensure all segment activities are conducted in full compliance with regulatory mandates and internal policies.
Education
Certified Qualifications in Islamic Finance - Wealth Management
IBFIM
Kuala Lumpur03-2016
Islamic Financial Planner - undefined
Financial Planning Association of Malaysia
Kuala Lumpur01-2010
Certified Financial Planner - undefined
Financial Planning Association Malaysia
Kuala Lumpur11-2008
Master in Business Administration - MBA
Open University Of Malaysia
Kuala Lumpur01-2008
Bachelor's Degree - Accounting and Finance
Dublin Business School
Ireland, Ireland01-1999
Skills
Sales leadership and forecasting
Client relationship management
Strategic planning and operations
Resource allocation and management
Training and talent development
Sales channel analytics
Influencing and negotiating
Cross-functional team leadership
Business performance management
Team leadership
Teamwork and collaboration
Problem-solving
Team collaboration
Decision-making
Team development
Effective communication
Problem-solving abilities
Work Planning and Prioritization
Analytical skills
Customer relationship management
Negotiation and conflict resolution
Analytical thinking
Excellent communication
Positive attitude
Relationship building
Self motivation
Cost control
Hiring and training
Employee coaching and mentoring
Training and development
Interpersonal communication
Customer service
Interpersonal skills
Financial management
Interpersonal relations
Task prioritization
Idea development and brainstorming
Staff training
References
- Khairi, Mustafa, Chief Operating Officer, khairi@as-salihin.com, 03-7880 9595, 016-342 2522, As-Salihin Trustee Berhad
- Nor Zuraini, Mohd Saad, SVP, nzurainim@bankislam.com.my, 03-2161 2524, 012-347 0944, Bank Islam Malaysia Berhad
Timeline
Senior Manager (Branch Sales Manager)
AmBank Berhad
05.2022 - Current
Business Development Manager (Sales, Training & Agency Development)
as-Salihin Trustee Berhad
08.2018 - 05.2022
Licensed Financial Planner (BNM,SC)
MyiCFO Advisors Sdn Bhd
08.2017 - 07.2018
Manager, Human Capital Development
EAST COAST ECONOMIC REGION DEVELOPMENT COUNCIL
01.2016 - 08.2017
AVP, Investment Specialist
CIMB Bank
02.2010 - 06.2016
Senior Relationship Manager
AL-RAJHI Bank
01.2009 - 01.2010
Head, Strategic Planning, Wealth Management
RHB Islamic Bank
01.2008 - 01.2009
Client Portfolio Manager
PRUDENTIAL Fund Management
01.2007 - 01.2008
Retail Segment Manager
CIMB Bank
08.2000 - 01.2007
Bachelor's Degree - Accounting and Finance
Dublin Business School
Master in Business Administration - MBA
Open University Of Malaysia
Certified Financial Planner - undefined
Financial Planning Association Malaysia
Islamic Financial Planner - undefined
Financial Planning Association of Malaysia
Certified Qualifications in Islamic Finance - Wealth Management
IBFIM