Summary
Overview
Work History
Education
Skills
Proof Of Qualification
Personal Information
References
Extracurricular Activities
Accomplishments
Certification
Timeline
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Li Zi Lee

Li Zi Lee

Relationship Manager
Petaling Jaya

Summary

Relationship Manager in Business Banking with three years of experience in the banking industry. Highly motivated professional with a proven track record of delivering high volume of sales and overachieving targets. Possess the ability to approach new opportunities through maintaining close relationship with prospect, referral and cold approach.

Overview

6
6
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
4
4
Languages

Work History

Sales Executive

PrimaryGuard Sdn Bhd
02.2024 - Current
  • Working with the team in the forecasting of sales cycles from initial contact through the procurement process.
  • Strategize with the lead generation team on targeting and approach of potential clients.
  • Follow up on the preparation of RFP's, Proposal & Costing of project.
  • Sharing session with the team on product improvements by remaining current on industry trends, market activities, and competitions.
  • You will need to facilitate communication on strategic and tactical issues facing our current and future customers.

Business Banking Relationship Manager

AmBank Group Bhd
4 2021 - 01.2024
  • Maintain key client relationship and drive business growth as client grows
  • Actively identify, acquire and develop new business opportunities with small, medium entrepreneurs
  • Increase clients' share of wallet by providing the right services to meet the clients' needs
  • Foster customer relationship by adopting an advisory role to provide value added services
  • Provide after sales service to strengthen relationships and ensure consistent delivery of superior banking experience
  • Aim to be customer's main banker by providing current account services, financing and working capital together with foreign exchange products to cater for their day to day operations.
  • Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.

Audit Associate Intern

McMillan Woods Global
12.2020 - 02.2021
  • Tasked to assist in data entry
  • Learnt on the usage of Audit Xpress system to assist in completing audit reports
  • Assist in bigger clients projects
  • Assist in forensic auditing and joint discussions regarding fraud investigations in documentations and identifying fraud documentations in clients' accounting reports
  • Joined company discussions with clients to further strengthen relationship and identify their issues.

Supervisor (Part Timer)

Nova Domino Sdn Bhd
11.2018 - 01.2019
  • Supervise their manual hands on packaging line for FLEXIROAM
  • Task in ensuring that all workers were following compliance and product outcome met satisfactory guidelines
  • Tasked in assisting in operations when necessary (printing for events, helping out at events, being a promoter at events).

Education

Bachelor in Business & Commerce - Accountancy Banking And Financial Management

Monash University
Melbourne
02.2017 - 05.2021

Some College (No Degree) -

Australian Matriculation
Sunway College, Petaling Jaya
01.2017 - 05.2017

SPM

Skills

  • Computer Skills

  • Time Management

  • Microsoft Office

  • Excel

  • Words

  • Powerpoint

  • Ability to Work Under Pressure

  • Ability to Work in a Team

  • Customer Service

  • Networking

  • Project management

  • Strategic thinking

  • Communication

  • Interpersonal Skills

  • Able to analyse audited reports and financial statements

  • Able to multitask

  • Familiar with banking products and standard procedures

  • Client management

  • Demonstration skills

  • Certification in Cybersecurity Solutions

Proof Of Qualification

 Double Major in Bachelor of Business and Commerce, Monash University

  • Major in Accountancy
  • Major in Banking & Financial Management

Personal Information

  • Date of Birth: 02/18/1999
  • Nationality: Malaysian

References

References available upon request

Extracurricular Activities

President of Orchestra Concert Committee

  • Lead the organisation for the planning of the annual concert to collect funds for new instruments
  • Able to generate an outstanding sales revenue and gain a large sponsorship for the concert
  • Spark my interest and ability in event planning by being creative with out of the ordinary surprises during the concert
  • Able to work in a team and delegate their duties accordingly


Vice President for LEO Club

  • Build up interest and participated in many charity work in various states in Malaysia
  • Attending events with Lions to extend assistance to charity and society organisations
  • Assist in planning charity concerts and collaborating with other LEO Clubs to carry out crowd funding activities for organisation


Vice President of Military Band

  • Build up dedication and discipline
  • Able to present leadership skills while accepting other's opinion and being respectful of each committees' and member's opinions and concerns
  • Learnt various musical instrument i.e percussion, trumpet and marching drums
  • Learnt to time manage between band activities and studies
  • Compete in marching events and Merdeka parades

Accomplishments

Highest Deposit Growth Achievement

Certification

Akamai

Timeline

Akamai

03-2024

JumpCloud

03-2024

Crowdstrike

03-2024

Sales Executive

PrimaryGuard Sdn Bhd
02.2024 - Current

Audit Associate Intern

McMillan Woods Global
12.2020 - 02.2021

Supervisor (Part Timer)

Nova Domino Sdn Bhd
11.2018 - 01.2019

Bachelor in Business & Commerce - Accountancy Banking And Financial Management

Monash University
02.2017 - 05.2021

Some College (No Degree) -

Australian Matriculation
01.2017 - 05.2017

Business Banking Relationship Manager

AmBank Group Bhd
4 2021 - 01.2024

SPM
Li Zi LeeRelationship Manager