Mohd Shahrizal Shahrin Lawrence
KUALA LUMPUR
Summary
Professional with more than 10 years of experience in building bridges between the clients and business in order to achieve optimum demands based on the clients requirements within schedule and budget allocated. Extrovert with Enterprise mind set, thinking outside-of-the-box with highly skilled with enabling attitude, ensuring skillsets are up-to-date, ensuring all deliveries are following the current guiding principles.
Dedicated financial advisor skilled in risk assessment and portfolio management. Advises clients on diversified unit trust investments while providing continuous support and periodic reviews. Leverages strong communication skills to resolve queries and enhance client engagement.
Results-driven Unit Trust Consultant with expertise in financial analysis and investment planning. Builds long-term relationships by delivering tailored investment strategies that align with clients' goals. Monitors and rebalances portfolios to optimise returns, ensuring ongoing client satisfaction and trust.
Overview
17
17
years of professional experience
Work History
Unit Trust Consultant
Kenanga Berhad
Kuala Lumpur, Malaysia
11.2022 - Current
- To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with our diverse range of products and services.
- To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.
- To continuously monitor and rebalance clients’ portfolios to check on their investments' potential returns.
- To build a trusted relationship with clients by providing ethical and professional advisory services.
- To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant.
- Analyse clients' financial situations, risk appetites, and investment time horizons.
- Build long-term relationships, provide continuous investment advice, and conduct periodic portfolio reviews.
- Prospect for new clients and actively promote unit trust products.
- Met schedule using excellent planning and coordination skills.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
- Identified issues, analysed information and provided solutions to problems.
Personal Banker - Bancassurance / Executive
RHB Bank Berhad
Kuala Lumpur, Malaysia
10.2020 - 10.2022
- Ensure detailed understanding of RHB Bancassurance products and services.
- Establish new and maintain regular contact with existing customers to develop relationships.
- Advise and plan financially viable packages to cater for the needs of potential customers or clients.
- Professionally sell wide range of products to existing and potential customers engage in cross selling of other RHB products.
- Assist customers to plan financial goals by maximising and protecting their wealth through a range of the bank’s investment and insurance products.
- Support to achieve branch sales targets as defined by the bank.
- Maintained up-to-date knowledge of financial regulations, products, and services to provide current and prospective clients with accurate information.
- Resolved client queries and complaints efficiently, maintaining high standards of customer service and retaining client loyalty.
- Verified clients' needs and financial resources to determine tailored investment strategy.
- Consulted with clients using preferred channels, maintaining customer satisfaction.
- Organised and participated in networking events, establishing valuable connections within the financial industry.
- Coordinated with other banking professionals to develop comprehensive financial solutions that address all aspects of a client's financial life.
- Provided expert guidance on wealth management and investment strategies, helping clients to achieve their long-term financial goals.
Admin Executive
D'Lovely Kisses Enterprise
Kuala Lumpur, Malaysia
07.2017 - 09.2020
- Assist & manage directors schedule for all operational purposes.
- Single Point of Responsible for all social media response and updates.
- Manage on all records pertaining budgets & employee matters.
- Single point of contact for all vendor stock delivery.
- Assist & support on all Procurement day to day tasks.
- Achieved service time and quality targets.
- Identified issues, analysed information and provided solutions to problems.
- Engaged with customers to better understand needs and deliver excellent service.
- Built and maintained courteous and effective working relationships.
- Prepared range of written communications, documents and reports.
Financial Planner / Team Leader
Menara Great Eastern Insurance
Kuala Lumpur, Malaysia
01.2011 - 12.2017
- Prepared Sales & Marketing Plan, ensuring all perspective are being considered & adhered by all members.
- Explore & Identify group of clients based on type of insurance / savings / takaful required.
- Conduct internal meeting between team members, ensuring the highest quality or service are being delivered, while further improvement on sales &management operation based on the feedback and situations arises.
- Provided advice regarding risk management policies and prevention strategies to avoid losses and bad investments for clients.
- Exceeded customer expectations in delivery of business strategy advice with personal care and attention to detail.
- Negotiated with product providers to secure the best rates and terms for clients.
- Guided clients through the mortgage process, providing advice on products that best suited their financial situations.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Provided expert advice on pensions, savings, insurance products, and tax planning to optimise clients' financial health.
- Referred clients to insurance companies and investment firms to facilitate retirement planning and diversify portfolios.
- Advised and implemented appropriate insurance cover for clients.
- Built and maintained strong professional relationships with clients, based on trust and confidentiality.
- Contacted and arranged initial meetings with prospective clients to respond to queries and outline development plans.
Corporate Sales Executive
SGS (M) Sdn Bhd
Kuala Lumpur, Malaysia
10.2010 - 04.2011
- Identification & provide a huge spectrum specialised solution based on clients needs.
- Manage a database of existing cleints, providing hot calls based on offerings offered previously to the client on the latest offerings, solutionings, etc.
- Assist & support on all management work for both sales & audit team for all offerings offered to the client, ensuring product followsuits on the compliance of existing guidelines.
- Participated in sales training and workshops to amplify skills and leverage productivity.
- Recorded customer reactions, questions and requirements to guide decision-making.
- Negotiated contracts with clients, securing profitable deals and achieving sales targets consistently.
- Resolved customer issues promptly, maintaining a high level of customer satisfaction and retention.
- Actively participated in weekly sales meetings, offering insights and strategies to drive sales forward.
- Delivered comprehensive product presentations, highlighting features and benefits to stimulate sales growth.
- Liaised with potential customers to determine needs and provide recommendations.
- Contacted customers after sales to assess satisfaction and offer additional products and services.
- Determined prospect needs and crafted appropriate responses to provide information on suitable products and services.
- Maintained comprehensive brand and product knowledge to maximise sales opportunities and meet set targets.
Membership Sales Consultant
Celebrity Fitness
Kuala Lumpur, Malaysia
09.2009 - 12.2010
- Responsible in ensuring sales & profit expectations are being met.
- Identify, negotiate & sales closure while creating awareness of health & fitness amongst prospected clients.
- Responsible in creating and maintaining strong network within the community.
- Responsible in driving innovation whilist exploring new way of doing things with objective of increasing effectiveness & efficiency of sales delivery for all team members.
- Identified issues, analysed information and provided solutions to problems.
- Engaged with customers to better understand needs and deliver excellent service.
- Resolved customer queries and problems using effective communication and providing step-by-step solutions.
Marketing Executive
Maxis Kuala Lumpur
Kuala Lumpur, Malaysia
08.2009 - 09.2009
- Responsible in managing all sales ground activities, ensuring merchandise standards are being implemented and adhered with highest efficiency.
- Responsible in overseeing, planning & monitoring for all sales budgets.
- Proactively participate in contribution to marketing ideas, ensuring the company marketing competitiveness are up-to-par with other competitors.
- Responsible in rolling out for all marketing programs effectively.
- Managed escalated client enquiries with exceptional professionalism and enthusiasm to maintain trust and reliability.
- Optimised sales methods to best acquire, develop and retain customers.
Internship
DSA Konsult Sdn Bhd
Subang Jaya, Selangor
05.2009 - 08.2009
- Responsible on day-to-day support for all End-User(s).
- Responsible in housekeeping and inventory management.
- Responsible in supervising & updating all accounting data.
- Assist & support senior management on day-to-day operational taskes.
Education
Diploma of Higher Education - Business Information
Multimedia University
Melaka01-2009
SPM -
Sekolah Menengah Kebangsaan Gombak Setia
Gombak, Kuala Lumpur01-2004
Skills
- Client relationship management
- Financial analysis
- Investment planning
- Risk assessment
- Communication & Interpersonal Skill
- Negotiation & Art of closing deals
- Highly motivated with flexibility
- Time management
- Leadership & Team Management
- Business Analytical Requirement (Sales Perspective)
- Microsoft Office (Word, PowerPoint, Excel, Outlook)
- Vendor Delivery Management
- Opportunity Analytical, Assessment & Execution
- Record Management
- Customer Service Experience
- Research Skills
- Networking skills
- Customer service
- Product knowledge
- Sales strategy
- Public speaking
Languages
English
Advanced
C1
Malay
Advanced
C1
Timeline
Unit Trust Consultant
Kenanga Berhad
11.2022 - Current
Personal Banker - Bancassurance / Executive
RHB Bank Berhad
10.2020 - 10.2022
Admin Executive
D'Lovely Kisses Enterprise
07.2017 - 09.2020
Financial Planner / Team Leader
Menara Great Eastern Insurance
01.2011 - 12.2017
Corporate Sales Executive
SGS (M) Sdn Bhd
10.2010 - 04.2011
Membership Sales Consultant
Celebrity Fitness
09.2009 - 12.2010
Marketing Executive
Maxis Kuala Lumpur
08.2009 - 09.2009
Internship
DSA Konsult Sdn Bhd
05.2009 - 08.2009
Diploma of Higher Education - Business Information
Multimedia University
SPM -
Sekolah Menengah Kebangsaan Gombak Setia