Jing Yih Lim

• Awarded for successful completion of RHB Managerial Training Boot Camp
• Participated in Mentor-mentee programme in RHB Bank. I mentor each mentees differently according to their personality profiling, experiences and knowledge level.
• With my 8 years experience in banking, I could train and guide mentee/new staffs by applying my products’ knowledge.
• 2 million revenue achievement
• Worked with CBBC and SME departments to facilitate communication and deliver personalized solutions to customers.
• Leading and collaborating with internal stakeholders, cross departments for business referral.
• Handle customer with 3 million AUM and above of 2 branches in Klang Valley by building and maintaining relationships with new and existing clients while providing high level of expertise.
• Participated in industry events and trade shows to promote products and services. We sells structured investment products to company directors by reviewing private customers' company accounts.
• Awarded Champion in Affluent & Wealth Sales Excellence
• Facilitated workshops and seminars to educate customers on product features and benefits.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Created and maintained databases to track customer discussions and preferences for accurate, updated records.
• Engaged in product training, demonstrations to junior staffs
• Collaborated with upper management to implement continuous improvements and exceed team goals.
• implemented mentoring program to promote positive feedback and engagement.
• Drove sales by developing multi-million dollar contract sales.

Achievement from Feb 2017 to October 2018:


1. Champion of Relationship Manager 2nd Half Year 2017
2. Awarded the Investor Protection Professional Certification
(IPPC)
3. Awarded Jay Chou concert tickets as the top achievers of
Banca Assurance year 2018
4. Awarded certification of top performers Incentive Trip for
CFS to Rome, Italy
5. Achieved 300% of sales target
6. Received certificate of completion of Courses of Asian
Banking School
7. Able to sell structured products (Dual Currency Investment,
bonds, Autocallable Equity Linked Structured Investment) ,
Unit Trust and Insurance

Achievement from 01 October 2015 to 31 December 2016
1. Bancaassurance IncentiveTrip Hanoi December 2015 Achiever
2. Bancaassurance Incentive Trip Korea July 2016 Achiever
3. Achieved 300% of sales target
4. Awarded the Pre-contract Examinations for General Insurance
Agents Certificate by The Malaysia Insurance Institute
5. Awarded the Pre-contract Examinations for Life Insurance
Agents Certificate by The Malaysia Insurance Institute
6. Awarded the Certificate Examination In Investment-Linked Life
Insurance by The Malaysia Insurance Institute
7. Completed course on Principles of Insurance, Home
Contents, Personal Accident, Motor, Motorist’s Companion,
all risks, burglary, fidelity, guarantee, plate glass, and money
insurance