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