MUHAMMAD HAKIM AIMAN BIN YAZID
Senior Financial Executive
Bertam Ulu,Melaka
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
7
7
years of professional experience
10
10
years of post-secondary education
Work History
Senior Financial Executive
Public Bank Berhad
Tengkera, Melaka
04.2024 - Current
- Deliver sales target for bancassurance products
- Participate and organize initiatives and drives to promote Life Insurance Products distributed by the bank
- Set appointment, sales presentation and prospecting by cold calling and walk in customers.
Personal Banker Wealth
RHB Bank Berhad
Melaka Raya, Melaka
03.2023 - 02.2024
- Collaborated with Team Leader to find business related to wealth product
- To achieve monthly revenue through investment and bancassurance
- Set appointment, sales presentation, prospecting and engagement with at least 4-5 customers daily
- Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention.
Relationship Manager
Affin Bank Berhad
Bukit Baru, Melaka
09.2018 - 02.2022
- Collaborated with Sales Manager to find business current account for SME business owner
- Monitored and increased approximately 25-30 customers current account per month through 2 types of investment bank product for example fixed deposit or term deposit
- Provided 5-10 advices to customers about financial planning, investments and other products or services offered by bank
- Managed relationship with existing customer, 100% excellent than other employee to ensure customers are satisfied with banking experience
- Reviewed over than 100 account activity to detect any unusual activity or potential fraud.
Sales Consultant
RHB Bank Berhad
Bukit Baru, Melaka
10.2017 - 08.2018
- Promote personal financing for more than 100 government staffs and pensioners
- Provide exceptional customer service to all visitors and increasing customer satisfaction survey by 20%
- Consulted approximately 50-100 customer per day to consolidate their commitment into one lower rate to reduce their monthly payments
- Carry out marketing activities for example door to door marketing, talks in event and flyers distribution.
Clerk
Salina Taib & Co
Melaka Raya, Melaka
08.2017 - 08.2017
- Adjudicated documents for housing loan
- Communicated with Lembaga Hasil Dalam Negeri (LHDN) regarding stamping for customer document
- Prepared over than 50 customer documents for example Sales and Purchase Agreement, legal letter and bills
- Provided each gas station customer with the highest levels of 100% service and satisfaction at all times.
Education
Bachelor in Technology Management - undefined
Universiti Teknikal Malaysia Melaka (UTeM)
01.2013 - 04.2017
Accountancy - undefined
Kolej Matrikulasi Melaka
01.2012 - 04.2013
SPM - undefined
SMK Tun Haji Abdul Malek
01.2007 - 04.2011
Skills
Software: Microsoft Office (Word, Excel and Powerpoint)
References
- Mr Mohd Shahrizal Bin Hashim, Sales Manager, Affin Bank Berhad, 012-2259235
- Mr Ivan Chiew Yaw Kwong, Branch Manager, RHB Bank Melaka Raya, 016-6658021
Timeline
Senior Financial Executive
Public Bank Berhad
04.2024 - Current
Personal Banker Wealth
RHB Bank Berhad
03.2023 - 02.2024
Relationship Manager
Affin Bank Berhad
09.2018 - 02.2022
Sales Consultant
RHB Bank Berhad
10.2017 - 08.2018
Clerk
Salina Taib & Co
08.2017 - 08.2017
Bachelor in Technology Management - undefined
Universiti Teknikal Malaysia Melaka (UTeM)
01.2013 - 04.2017
Accountancy - undefined
Kolej Matrikulasi Melaka
01.2012 - 04.2013
SPM - undefined
SMK Tun Haji Abdul Malek
01.2007 - 04.2011
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