Summary
Overview
Work history
Education
Skills
Certification
LANGUAGE
Accomplishments
Affiliations
Timeline
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Choo Khai Cheng (Jesse)

Choo Khai Cheng (Jesse)

WPKL,Malaysia

Summary

Results-driven professional specializing in financial analysis and sales strategy. Proven ability to navigate compliance requirements and enhance client relationships to drive value-added selling. Skilled in data analysis and problem-solving, delivering customized solutions that align with organizational objectives.

Overview

11
11
years of professional experience
9
9
years of post-secondary education
1
1
Certification

Work history

Relationship Manager

LCT Consultancy
11.2023 - Current
  • Cultivated positive client relationships to assess financial needs and objectives.
  • Delivered tailored financial advice and solutions aligned with individual circumstances.
  • Devised and executed effective sales strategies to stimulate business growth.
  • Assisted in the development of marketing strategies for brand growth.

Senior Mortgage advisor

Ideal Mortgage Specialist Sdn Bhd
06.2023 - 09.2023
  • Worked closely with legal teams for smooth property transactions.
  • Promoted variety of insurance products relevant to mortgages, adding value to customer service.
  • Produced accurate documentation promptly, minimising delays in lending process.
  • Managed high-volume case loads efficiently whilst maintaining attention to detail.

Mortgage Sales Consultant

CIMB Bank Berhad
11.2019 - 09.2023
  • Assessed applicants' financial status and creditworthiness for mortgage eligibility.
  • Provided detailed information on various mortgage products and recommended optimal options.
  • Ensured compliance with laws and regulations related to mortgage lending.
  • Prepared and submitted accurate loan documentation for underwriting purposes.
  • Resolved issues effectively, resulting in increased customer satisfaction.

Freelance Model

-
01.2015 - 01.2020
  • Collaborated with various brands to expand audience reach through cross-promotions.
  • Represented brand at events, engaging attendees to generate interest.
  • Collected and communicated customer feedback to facilitate continuous improvement.
  • Enhanced brand visibility by actively participating in public relations initiatives.

Education

Bachelor of Business Administration - Financial Economics

UCSI University
05.2016 - 05.2019

Foundation in Arts -

Tunku Abdul Rahman University College
03.2015 - 03.2016

SPM -

SMK KARAK
01.2010 - 01.2015

Skills


  • Financial expertise
  • Product knowledge
  • Sales and marketing strategy
  • Compliance understanding
  • Data analysis
  • Client Relationship Management
  • Value-added selling
  • Problem solving


Certification

PCE, TBE, CELLI & UT Licenses

LANGUAGE

Mandarin, English, Malay, Cantonese
Intermediate

Accomplishments

CIMB Bank Berhad

  • Banca Club Reward- SS Category Q4 2020
  • MSF 22 Top Personal Loan (Disbursement) Q1 2022 SS Categories
  • MSF 22 Top Banca - RP Producer (1st runner up) Q1 2022
  • RED Top 100 - RP Tactical Campaign 2022 (MSF Mortgage)
  • Top Achiever 2022 RED MSF TTDI Category Top PF Disbursement - Champion
  • Banca Sales Convention 2022 - London


Ideal Mortgage Specialist Sdn Bhd

  • Million Dollar Acceptance club rewards

Affiliations

  • Fitness and strength training
  • Cooking healthy meals
  • Travelling and exploring new cultures

Timeline

Relationship Manager

LCT Consultancy
11.2023 - Current

Senior Mortgage advisor

Ideal Mortgage Specialist Sdn Bhd
06.2023 - 09.2023

Mortgage Sales Consultant

CIMB Bank Berhad
11.2019 - 09.2023

Bachelor of Business Administration - Financial Economics

UCSI University
05.2016 - 05.2019

Foundation in Arts -

Tunku Abdul Rahman University College
03.2015 - 03.2016

Freelance Model

-
01.2015 - 01.2020

SPM -

SMK KARAK
01.2010 - 01.2015

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Choo Khai Cheng (Jesse)