MOHAMAD NAZREE BIN NORDIN
Branch Manager
Kajang,Selangor
Summary
Experienced Branch Manager with over 13 years in banking and financial services, including roles at CIMB, Bank Muamalat, HSBC Amanah, Hong Leong Bank and RHB. Skilled in branch operations, sales leadership, customer portfolio management and Islamic banking products. Strong in team coaching, meeting sales targets and ensuring great customer service. Familiar with banking regulations including AMLA, IFA and ISO standards. A reliable leader who focuses on results and team performance.
Overview
15
15
years of professional experience
Work History
Branch Manager
Al Rajhi Bank Malaysia
08.2025 - Current
- Conduct sales coaching for each sales staff under supervision.
- Lead and manage all branch staff to deliver a consistent customer experience and achieve optimal profitability and business targets aligned with CIMB Bank's strategic objectives.
- Develop branch sales plans that align with regional sales strategies.
- Identify sales opportunities, and formulate and execute sales plans and campaigns.
- Review sales targets for the branch sales team together with the Regional Director.
- Allocate and communicate targets to the branch sales team clearly and effectively.
- Assign sales leads and referrals to the sales team, ensuring prompt follow up and timely action.
- Manage the branch sales team to deliver optimal performance by: Conducting all institutional DRM and sales management routines according to required frequency.
- Motivating, coaching and counselling the team.
- Monitoring team performance and identifying opportunities for improvement.
- Develop forecasts, financial objectives and business plans for the branch.
- Manage the branch budget and allocate funds accurately and responsibly.
- Bring out the best in branch personnel through training, coaching, development and motivation.
- Resolve customer queries and complaints effectively, and gather feedback for continuous improvement.
- Ensure, manage and supervise over-the-counter (OTC) services to achieve timely and accurate processing of customer requests.
Branch Manager
CIMB Bank Berhad
01.2020 - 08.2025
- Conducting sales coaching into each of sales staff under preview.
- Lead and manage all branch staff to deliver consistent Customer Experience, and to achieve optimal profitability as well as business targets in line with CIMB Bank's strategic objectives.
- To develop branch sales plans in line with regional sales plans.
- To identify sales opportunities, formulate and manage execution of sales plans and campaigns.
- Reviewing sales target for branch sales team jointly with Regional Director.
- Allocating and communicating targets to branch sales team.
- To assign sales leads and referrals (if any) to sales team and ensure prompt attendance and follow up is taken.
- To manage branch sales team to deliver optimal performance by: Performing all institutional DRM and sales management routine according to the required frequency.
- Motivating, coaching and counselling branch team.
- Monitoring team's performance and exploring opportunities to improve performance levels.
- To have develop forecasts, financial objectives and business plans.
- To manage the budget and allocate funds appropriately without any mistakes.
Retail Segment Manager (RSM)
CIMB Bank Berhad
11.2018 - 12.2019
- Coach and guide Personal Financial Consultants (PFC) across the region.
- Manage PFC portfolios in Loan and Wealth Management (WM) channel products.
- Focus on core retail banking products: ASB Loan, Personal Loan, Mortgage, Credit Card, Banca, and WM.
- Conduct training, retooling sessions, coaching, and sales activities at branches or offsite.
- Support PFC onboarding processes in collaboration with Branch Managers.
- Oversee e-assessments, e-learning, and licensing exams for PFC.
- Assist in setting monthly strategies to help PFCs achieve their KPIs.
- Participate in interview sessions with HR to select quality PFC candidates.
- Track daily and month-to-date (MTD) sales performance of PFC.
- Lead Game Changer classes for underperforming PFC.
- Build and maintain a high-performing PFC team.
- Act as liaison between top management and PFCs on the ground.
- Drive sales performance to ensure PFCs meet or exceed KPI targets.
- Prepare and submit daily, weekly, and monthly sales progress reports.
- Guide PFCs in planning effective strategies to close monthly performance gaps.
Affluent Relationship Manager (ARM)
Bank Muamalat Malaysia Berhad
07.2017 - 10.2018
- Manage a portfolio of Premier customers maintaining a minimum monthly balance of RM200,000.
- Serve as a product expert in Wealth offerings, including Gold, Unit Trust, Banca Takaful, and Wasiat.
- Handle High Net Worth (HNW) customer portfolios within assigned domains.
- Act as a Subject Matter Expert (SME) for group talks, presentations, and client meetings.
- Acquire New-to-Bank (NTB) customers to support Premier Centre growth.
- Monitor market outlooks using platforms such as Fundsupermart, Bloomberg, and iFAST.
- Review customer portfolios based on their existing product holdings.
- Develop and implement self-driven action plans to achieve monthly sales targets.
- Participate in weekly meetings with Branch Managers, Sales Managers, and branch teams.
- Handle customer complaints professionally and promptly.
- Maintain strong customer relationships through personalized gestures such as birthday greetings.
- Track and verify all closed sales entries in the sales tracker.
- Ensure full compliance in all duties performed.
- Adhere strictly to AMLA and IFA regulations in all processes and interactions.
- Provide priority service to portfolio clients, including expedited processing through Green Line channels.
Advance Financial Guide (AFG)
HSBC Amanah Malaysia Berhad
10.2012 - 06.2017
- Handle sales and marketing activities within the branch.
- Focus on Islamic products in accordance with Shariah compliance guidelines.
- Manage Advance and Affluent customer segments based on Global Standard requirements.
- Ensure achievement of daily, monthly, quarterly, and yearly sales targets.
- Conduct daily client appointments (CA) and close sales effectively.
- Grow and maintain customer portfolios through various channels such as calls, emails, SMS, and mail.
- Deliver excellent customer service and demonstrate strong product knowledge.
- Serve mainly non-resident customers (80%) and resident customers (20%).
- Perform consistent follow-ups on both sales and service matters.
- Assist both walk-in and appointment-based customers, in or outside the branch.
- Handle customer complaints at the branch level with professionalism.
- Operate in full compliance with AMLA and sanctions procedures under Global Standards.
- Perform multitasking duties as required by Global Standard rules and regulations.
Personal Financial Consultant (PFC)
Hong Leong Bank Berhad
01.2012 - 09.2012
- Handle and manage outbound/inbound calls, emails, faxes, SMS and other communication channels.
- Conduct sales with both new and existing customers.
- Achieve daily, monthly and yearly sales targets.
- Perform additional tasks as assigned by the superior.
- Arrange and attend appointments within and outside the branch.
- Focus on products such as Credit Cards, Personal Loans, Balance Transfers, Car Loans (Hire Purchase), Deposit Accounts and Mortgage Loans.
- Carry out multitasking duties as a sales staff within the branch.
Sales & Marketing Executive
RHB Bank Berhad
01.2011 - 12.2011
- Handle calls, emails, faxes, SMS and other customer communications.
- Assist with front desk reception duties as needed.
- Conduct sales with both new and existing customers.
- Achieve daily and monthly sales targets.
- Perform marketing activities to acquire new customer data.
- Manage roadshow booths and branch-level promotions.
- Focus on RBWM products including ASB Loan, Personal Loan, General Insurance, Life Insurance and Savings Account.
- Earn commission and incentives upon meeting monthly sales targets.
- Submit daily and monthly sales reports to the team leader.
- Perform multitasking duties as a branch sales staff.
Education
Bachelor of Social Sciences with Honour s - Linguistics Language
University Kebangsaan Malaysia (UKM)
01.2010
Sijil Tinggi Persekolahan Malaysia (STPM) - undefined
St. John Institution School
01.2006
Sijil Pelajaran Malaysia (SPM) - undefined
SMK Batu Kawa
01.2004
Penilaian Menengah Rendah (PMR) - undefined
SMK Batu Kawa
01.2002
Accomplishments
- Ranked No. 1 in Amanah Region 1 for Quarter 1, 2016
- Ranked No. 5 Nationwide in HSBC Amanah for Quarter 1, 2016
- Qualified for Banca Elite Sales Convention, 2013
- Completed Professional Competency Building Program, 2015
- Top 2 in ARM League of Extraordinary, October 2014
- Top 20 in ARM League of Extraordinary, October 2015
- Qualified for Annual Convention - FIMM, 2017
- Recipient of Regional CX Compliments Recognition Award, 2020
- Finalist, CX Star Awards, 2020
- Top Branch - ASB Overall Challenge, August & September 2021
- Overall Top Branch in Region 4, 2021
- Winner, CSD Best Awards 2019 - Builder Category (RSM Category)
- 2nd Runner-Up - Kuala Selangor Banca Champion League (Q3 & Q4, 2020)
- Best Achiever - Overall Team-Based Product, July 2021
- Best Branch Deposit (Q2 2024) - Outstanding CASA & FD Growth
- Top Branch Manager in Region 4 for Half-Year, 2022
- Achieved KPI 0.35 - Qualified for Kickers Campaign (YTD 2022)
- Selected for Branch Manager Audit Attachment Programme, 2022-10-18
- Banca Outstanding Superstar, CSD Builder Category, 2022
- Volunteer - '100 Years & More: Concert Kita Bagi Jadi', 2024
- Winner - Branch ASBF Booster Challenge (Ended 2025-04-30)
Languages
Bahasa Melayu
English
Personal Information
- Age: 38
- Ethnicity: Malay
- Height: 175cm
- Weight: 65kg
- Gender: Male
- Religion: Islam
References
- Farina Badli, Branch Manager, CIMB Bank, 019-7566666
- Noor Baidura Afandi, Manager, HSBC Amanah, 012-3468696
Skills
- Staffing optimization
- Relationship building and management
- Policy formulation
- Excels in team leadership
- Cash handling expertise
Certification
- Certified [Job Title], [Company Name] - [Timeframe]
Timeline
Branch Manager
Al Rajhi Bank Malaysia
08.2025 - Current
Branch Manager
CIMB Bank Berhad
01.2020 - 08.2025
Retail Segment Manager (RSM)
CIMB Bank Berhad
11.2018 - 12.2019
Affluent Relationship Manager (ARM)
Bank Muamalat Malaysia Berhad
07.2017 - 10.2018
Advance Financial Guide (AFG)
HSBC Amanah Malaysia Berhad
10.2012 - 06.2017
Personal Financial Consultant (PFC)
Hong Leong Bank Berhad
01.2012 - 09.2012
Sales & Marketing Executive
RHB Bank Berhad
01.2011 - 12.2011
Bachelor of Social Sciences with Honour s - Linguistics Language
University Kebangsaan Malaysia (UKM)
Sijil Tinggi Persekolahan Malaysia (STPM) - undefined
St. John Institution School
Sijil Pelajaran Malaysia (SPM) - undefined
SMK Batu Kawa
Penilaian Menengah Rendah (PMR) - undefined
SMK Batu Kawa