LUQMAN MUSTAQIM
Summary
Client-focused professional skilled in relationship management and business process modeling. Delivered tailored financial and legacy planning solutions, enhancing client communication and satisfaction. Committed to process improvement and adaptability, seeking opportunities for growth in dynamic environments.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Shari’ah Asset Planner/Life Planner
Al Amin Legacy
Kuala Lumpur
02.2025 - Current
- Delivered financial and legacy planning by advising more than 300 prospective clients on priorities.
- Strengthened client retention up to 96% through periodic servicing and review of takaful plans.
- Supported accurate advice by monitoring market trends and regulatory changes regularly.
- Owned sales pitch delivery and negotiation strategy to drive effective quarterly closures.
Part-time Online KAFA Teacher
South East Asian Islamic Council UK
01.2024 - Current
- Facilitated Sunday online Quran reading and Islamic studies sessions for 6-7 students, fostering their understanding and engagement.
- Conducted regular assessments and provided milestone support to strengthen Quran reading outcomes for students.
- Delivered targeted feedback on students' work, directing improvements and milestone recognition.
- Prepared engaging Quran reading, prayer memorisation and Islamic studies materials to enhance weekly learning experiences.
Business Development Representative - Sales Operation
Software One Experts Sdn Bhd
Kuala Lumpur
02.2023 - 09.2024
- Managed quotation preparation and purchase order retrieval for software and cloud services.
- Coordinated day-to-day enquiries through email and calls across 80+ partners, customers, and vendors.
- Directed support for account managers across 30+ business accounts in B2B sales processes.
- Managed delivery for multiple software and cloud offerings, including Microsoft, Adobe, DocuSign, Autodesk.
Internship Trainee
Al-Faid Consulting Sdn Bhd
Kampung Pandan, Kuala Lumpur
08.2022 - 10.2022
- Provided 220+ takaful quotations, cover notes, and policies through the internship period.
- Managed client and partner enquiries on basic and detailed takaful topics, ensuring timely responses.
- Facilitated online training and workshops on general takaful products, enhancing participant knowledge.
- Performed cross-study on houseowner and householder protection with 4 Malaysian insurers, contributing to market insights.
- Maintained accurate bookkeeping records for daily agency operations.
Education
Bachelor of Sciences (Islamic Finance)
International Islamic University Malaysia
Gombak01-2022
Diploma in Business Studies
MARA Professional College
Beranang01-2017
IGCSE O-Level
Adni Islamic School
Ampang01-2013
Skills
- Takaful product expertise
- Financial planning
- Financial analysis
- Market analysis
- Market trend monitoring
- Risk management
- Sales strategy
- Client relationship management
- Business process modelling
Languages
Malay
First Language
English
Upper Intermediate
B2
Arabic
Beginner
A1
Certification
- Microsoft Office Specialist: Associate, 2023
- SAP SuccessFactors Employee Central - Application Associate, 2022
Co-curricular Activities
- ROTU Army, 2019-2022 :
Undergone 3-years training module as a future officer in a reserved unit in Tentera Darat Malaysia. Successfully commissioned as a reserved officer under Rejimen Askar Wataniah in 2023.
- IIUM Percussion Club, 2019-2021 :
Involved in IIUM's biggest culture and art festival, CITRA Open Day participated by over 20 clubs with an audience of about 2000 people.
- Islamic Finance Students' Council, 2020-2021 :
- Spearheaded a team of students' council members to bridge the concerns and voices of Islamic Finance students with the kuliyyah (faculty) office & deanery board.
- Organized over 10 events & programmes throughout the tenure aimed to empower Islamic Finance and other department students under the Kulliyyah of Economics & Management Sciences.
- Documented on students' welfare needs throughout COVID-19 phase and collaborated with students' council heads in other departments to extend relevant assistance.
Timeline
Shari’ah Asset Planner/Life Planner
Al Amin Legacy
02.2025 - Current
Part-time Online KAFA Teacher
South East Asian Islamic Council UK
01.2024 - Current
Business Development Representative - Sales Operation
Software One Experts Sdn Bhd
02.2023 - 09.2024
Internship Trainee
Al-Faid Consulting Sdn Bhd
08.2022 - 10.2022
Bachelor of Sciences (Islamic Finance)
International Islamic University Malaysia
Diploma in Business Studies
MARA Professional College
IGCSE O-Level
Adni Islamic School