Summary
Overview
Work History
Education
Skills
Referrals
Timeline
Generic

Ismawi Ibrahim

Unit Trust And Takaful Consultant
5459, Lorong Cahaya Damai 7b3c, Taman Puteri, Bandar Baru Semariang, Kuching,Sarawak

Summary

Resourceful, driven and dedicated banker with more than 18 years experience with a successful track record of organizing and boosting sales for a strong and well established financial Institution, Maybank Berhad. Extensive experience and knowledge in banking operations, customer service, audit and compliance and staff management. Has attended numerous courses and seminars on Banking operations, AMLA and FATCA.

Achievements

  • While at Maybank Islamic Al Idrus Branch, Kuching, the audit rating of the branch had been maintained at a satisfactory level for two consecutive audits for the year 2006 & 2010 respectively.
  • Improved the audit rating for Miri and Limbang branch to Satisfactory (2014 & 2015)
  • Selected as Regional Trainer for Maybank Sarawak in 2013.
  • Part of Maybank Sarawak Region Internal Audit Team
  • Promoted to Agency Supervisor in Public Mutual only after 3 months.
  • Qualifier for Ho Chi Minh Trip organized by Zurich Takaful in 2019.

Overview

5
5
years of post-secondary education
25
25
years of professional experience

Work History

Executive Planner

Zurich Takaful Malaysia
Kuching, Sarawak
10.2019 - Current
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Upsold additional products and services after identifying customer needs and requirements.

Agency Supervisor

PMB Investment
Kuching, Sarawak
10.2018 - Current
  • To assist clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve them.
  • To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.

Agency Supervisor

Public Mutual Berhad
Kuching, Sarawak
08.2016 - 09.2018

· To assist clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve them.

· To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.

Assistant Manager

Maybank Limbang
Limbang, Sarawak
01.2015 - 12.2015
  • Assumed the responsibility of the branch management, daily operations, target and budget preparation while ensuring staff skill development and maintaining high standard of customer service.
  • Conducted regular staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.

Senior Executive

Maybank Miri
Miri, Sarawak
08.2013 - 12.2014
  • Assigned to Miri Branch by Regional Office to assist the branch in terms of operational matters, compliance and internal controls.
  • Successfully managed to turn around the branch audit rating to satisfactory.
  • Assisted the branch in boosting sales (approved loans referral amounting to 2 mill in 2014 ).
  • Ensuring customer service levels remained at an optimum high.
  • Conducted Staff Training for Northern Zone Branches.

Senior Executive

Operations and Supervision, Maybank Regional Office
Kuching, Sarawak
06.2012 - 08.2013
  • Assigned to assess, mitigate and manage operational risk for all branches in Sarawak.
  • Further analyzed status condition of the said branches in term of compliance to regulatory and internal control to maintain satisfactory audit.
  • Assisted all branches to manage and coordinate capital expenditure.
  • Part of Region Sarawal Internal Audit Team.
  • Selected as Regional Trainer for Maybank Sarawak in 2013.

Assistant Manager

Maybank Islamic Al Idrus
Kuching, Sarawak
02.2006 - 06.2012
  • Assumed responsibility of the branches management, daily operations, budget preparation while maintaining staff skill development and delivery of high standard of customer service.
  • Managed to significantly boost branch sales activity.
  • Thus was done by organizing branch activities to free resources to increase sales capacity and promote new products and services.

Assistant Manager

Maybank Boulevard Centre
Miri, Sarawak
10.2004 - 02.2006
  • Assumed responsibility of the branches management, daily operations, budget preparation while maintaining staff skill development and delivery of high standard of customer service.
  • Managed to significantly boost branch sales activity. Thus was done by organizing branch activities to free resources to increase sales capacity and promote new products and services.

Operations Executive

Medan Jaya Branch
Bintulu, Sarawak
01.2001 - 01.2004
  • Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision.

Operations Executive

Maybank Mukah
Mukah, Sarawak
01.1997 - 01.2001
  • Established and maintained productive working relationships with staff to resolve operational difficulties and to promote interdisciplinary, collaborative approach to customer service provision.

Education

Bachelor's Degree - Resource Economics

University Putra Malaysia
07.1992 - 12.1996

Diploma - Agribusiness

University Putra Malaysia
07.1991 - 12.1991

Skills

Employee performance evaluations

undefined

Referrals

(1) Mr. Nurddin bin Awi

HR Manager, Maybank

012-8770166

(2) Mr. Jamson Kho

Manager, Maybank Miri

013-8375142

Timeline

Executive Planner

Zurich Takaful Malaysia
10.2019 - Current

Agency Supervisor

PMB Investment
10.2018 - Current

Agency Supervisor

Public Mutual Berhad
08.2016 - 09.2018

Assistant Manager

Maybank Limbang
01.2015 - 12.2015

Senior Executive

Maybank Miri
08.2013 - 12.2014

Senior Executive

Operations and Supervision, Maybank Regional Office
06.2012 - 08.2013

Assistant Manager

Maybank Islamic Al Idrus
02.2006 - 06.2012

Assistant Manager

Maybank Boulevard Centre
10.2004 - 02.2006

Operations Executive

Medan Jaya Branch
01.2001 - 01.2004

Operations Executive

Maybank Mukah
01.1997 - 01.2001

Bachelor's Degree - Resource Economics

University Putra Malaysia
07.1992 - 12.1996

Diploma - Agribusiness

University Putra Malaysia
07.1991 - 12.1991
Ismawi IbrahimUnit Trust And Takaful Consultant