Jiunn Wei Yap
Intermediatery Relationship Manager
Kajang, Selangor,10
Summary
With 12 years of experience in Commercial Banking, and Insurance background (General and Employee Benefit), possessing a strong foundation in banking and insurance knowledge, portfolio management, credit analysis, and relationship management. My experience holder excelling in identifying and acquiring new business opportunities, leading and motivating team members, and demonstrating self-discipline and emotional intelligence. Proficient in Microsoft Word, Excel, and PowerPoint, equipped with excellent communication skills and a knack for problem-solving. Expertise extends to E-commerce/Digital marketing and client management, a valuable asset in any professional setting.
Overview
13
13
years of professional experience
4035
4035
years of post-secondary education
4
4
Languages
Work History
Intermediary Relationship Management
AIA Berhad
02.2024 - Current
- Strengthen existing and establish new partnership relationship with intermediaries to achieve mutual benefits and profitable goals
- Manage and build long-term business relationships and drive sourcing, negotiating and onboarding clients via intermediaries (Broker).
- Work with Segment Management to understand the value proposition of the'go-to-market' delivery strategy and drive execution to activate / acquire and grow partnerships of the assigned intermediaries
- Work with Client Solution to identify potential business deals (i.e. leads) and co-develop proposals to win and close the deals.
- Work with Client Management to drive timely renewals of policies and ensure follow-up and closure of servicing issues (e.g. complaints)
- Become the single point of contact for intermediaries for potential business deal, renewal, upselling, cross-selling and after sales service (including servicing issues, if any)
- Work with Segment Management to drive adoption for Company-focused initiatives, e.g. Voluntary Solutions (VS) and Corporate Vitality, via intermediaries
- Work with Marketing to plan and implement engagement activities to deepen and champion good business relationships with intermediaries
- Track sales performance and profitability of partnerships / accounts and prepare weekly and monthly sales reports.
Business Manager
BMW Credit (M) Sdn Bhd
04.2019 - 02.2024
- To promote and sell the company's Financial & Insurance products.
- To enhance & maintain customer relationships to improve business opportunities.
- To conduct site visits and interview to better understand the customers' operation and also mitigate any other credit risk
- To conduct testing during the UAT stage whenever CR is raised and process changes relates to equipment financing.
- To attend sales meeting to share recent market information and trends.
- To ensure HP and leasing documents are properly executed.
- To assist NSC by selling corporate programmes to equipment finance customer to promote the BMW brand.
Relationship Manager
CIMB Group
04.2018 - 04.2019
- Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients.
- Execute the account strategy plan including cross-selling activities or phase-out activities.
- Be the first-line primary contact person for the customer on all queries relating to credit, deposits and other products and services including on operational issues.
- To develop and maintain professional customer relationships with key decision makers (viz.CEO, CFO, Head of Treasury, Head of HR etc).
- To develop new business relationships by identifying suitable prospects and using various means of communication and visits to seek out suitable business opportunities.
- To perform financial & risk analysis, evaluation and decision-making and to submit well written credit presentations/memos/proposals for approval by the relevant Approving Authority based on the rules, regulations, policies procedures and guidelines of the Bank and those of relevant regulatory authorities, as applicable.
Business Analyst
Changi Travel International Pte Ltd
04.2017 - 03.2018
- Runs queries to obtain sales data for analysis on various sales tools as well as Excel / Access
- Able to proactively work with cross-functional teams to identify, obtain data required, and understanding the root cause to analyze business/ sales performance.
- Presents results of analysis and makes recommendations to address business shortfalls, effectively represent findings in professional presentation form.
- To develop new business opportunities through networking.
- Provide analytical supports to Management (including but not limited to data analysis, situational analysis, PowerPoint presentation, etc) for the development of Annual Operating Plan (AOP), short mid-term Business Development Plan, and ad hoc Contingency Plan.
- Understanding of the current market landscape, the evolution of market trend, and the implication to the business.
Account Manager
Alliance Bank
01.2016 - 04.2017
- My responsible are sales and marketing of a wide spectrum of banking facilities in order to meet the financial and investment needs of small and medium-size enterprises (SME).
- Identify business opportunities and ensure targets allocated are met and maintain a good relationship with new and existing customers.
- To enhance & maintain customer relationships to improve business opportunities.
- To conduct site visits and interview to better understand the customers' operation and also mitigate any other credit risk.
Executive Admin Assistant
Shun Fa Construction
10.2012 - 01.2016
- To prepare and assist on converting of Lump Sum contract to Time and Material reimbursable contract.
- To perform clerical duties such as typing, filling, copying, answering and responding to the main construction call and messages
- To coordinates schedule and makes appointments.
- To arrange for office equipment maintenance and technical support.
Education
Bachelor of Arts - BANKING AND FINANCE
Sheffield Hallam University
United Kingdom 04.2001 - 01.2013
Advance Diploma - Banking And Finance
TAR College
Setapak, Selangor, Malaysia03-2013
Diploma - Banking And Finance
Tunku Abdul Rahman College
Setapak, Selangor, Malaysia11-2011
Skills
Banking knowledge
Summary
Highly motivated and results-driven insurance agent with 12+ years of experience in sales and client management. Proven ability to build strong client relationships, assess needs, and provide tailored insurance solutions. Dedicated to exceeding sales targets and fostering long-term client satisfaction.
Timeline
Intermediary Relationship Management
AIA Berhad
02.2024 - Current
Business Manager
BMW Credit (M) Sdn Bhd
04.2019 - 02.2024
Relationship Manager
CIMB Group
04.2018 - 04.2019
Business Analyst
Changi Travel International Pte Ltd
04.2017 - 03.2018
Account Manager
Alliance Bank
01.2016 - 04.2017
Executive Admin Assistant
Shun Fa Construction
10.2012 - 01.2016
Bachelor of Arts - BANKING AND FINANCE
Sheffield Hallam University
04.2001 - 01.2013
Advance Diploma - Banking And Finance
TAR College
Diploma - Banking And Finance
Tunku Abdul Rahman College
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