ISAAC CHOONG
KL
Summary
Dedicated active citizen seeks to utilize education, hard and soft skills, working experience possessed to benefit an organization where experience, expertise and exposure will be gained, leading to additional responsibilities and self-improvement. Dedicated sales and marketing professional with proven success exceeding goals, retaining customers and maintaining strong reputation for customer satisfaction. Exceptional knowledge of financial market conditions and extensive network of title, inspection and banking professionals.
Overview
15
15
years of professional experience
5
5
Certification
Work History
Business Development Manager
CFD Fund Management Company
01.2022 - Current
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Increased sales revenue by implementing targeted marketing strategies and effective sales techniques.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
Wealth Consultant
Affin Hwang Asset Management Berhad
01.2018 - Current
- Responsible to educate and create awareness to the public about the importance of investment
- Giving out advise to client how to plan their investment strategy in order to achieve their financial goal
- Customized an investment portfolio for the client by understanding their risk appetite and investment objective
- Consult corporate, institutional investors, and high net worth individuals for the cash management solutions to expand their business and goals
- Achieved monthly sales target and company incentive trip.
Life Planning Advisor
Great Eastern Life Assurance Berhad
01.2016 - Current
- Responsible to educate and create awareness to the public about the importance of life insurance planning
- Market and propose company products to client according to their needs and concern
- Ease client’s mind and worries by tailor made a suitable and affordable plan
- Carry out daily sales activities in order to bring in sales and revenue to the company
- Achieved monthly sales target and company incentive trip.
Mortgage Sales Manager
OCBC Bank Berhad
1 2009 - 1 2015
- Responsible for sales and marketing of consumer banking products such as mortgage loan, credit cards, personal loans, bancassurance, and account opening
- Build and maintain a good relationship with relevant business partners such as property negotiators, lawyers, developers, as well as customer
- Plan and execute activities in order to achieve sales target and bring in more revenue to the bank
- Work in line with the management’s direction in order to achieve company vision and mission.
Education
Bachelor of Science - Chemistry
University Putra Malaysia
04.2001 -
Skills
Sales Presentations
Languages
Chinese (Mandarin), Chinese (Cantonese), Malay
Native language
English
Proficient
C2
Certification
PCE, CEILI, PCEIA, TBE, CUTE
Software
MS Word, MS PowerPoint, MS Excel, Adobe PhotoShop, CV50W, ChatGPT
Timeline
Business Development Manager
CFD Fund Management Company
01.2022 - Current
PCE, CEILI, PCEIA, TBE, CUTE
01-2018
Wealth Consultant
Affin Hwang Asset Management Berhad
01.2018 - Current
Life Planning Advisor
Great Eastern Life Assurance Berhad
01.2016 - Current
Bachelor of Science - Chemistry
University Putra Malaysia
04.2001 -
Mortgage Sales Manager
OCBC Bank Berhad
1 2009 - 1 2015
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