Mun Mun Foong
Sales - KA
Puchong Batu Dua Belas,10
Summary
Motivated Premier Life Planner with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Dedicated KA professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
19
19
years of professional experience
Work History
Premier Life Planner
AIA Berhad
05.2015 - Current
- Assisted clients in navigating significant life transitions by adjusting their financial plans accordingly.
- Educated clients on various investment options, helping them make informed decisions towards achieving their long-term goals.
- Collaborated with cross-functional teams to address complex client scenarios, ensuring a holistic approach to their financial needs.
- Studied financial documents to identify potential areas needing improvement.
- Advised clients on investments, retirement and estate planning.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Assisted clients on various claims. From medical claims to death claims.
- Established long-lasting relationships with clients through trust, empathy, and professionalism during the life planning process.
- Protected clients'' assets and ensured peace of mind with appropriate insurance coverage recommendations based on individual circumstances.
Key Accounts Executive
Munchworld Marketing Sdn Bhd
08.2005 - 04.2015
- Served as primary point of contact for all communications between key clients and the company, ensuring transparency throughout all stages of the relationship.
- Streamlined internal processes for better account management, resulting in reduced response times.
- Managed a diverse portfolio of key accounts, ensuring timely delivery of products or services while maintaining high levels of customer satisfaction.
- Conducted regular business reviews with key accounts to assess performance metrics and identify areas of improvement.
- Facilitated successful product launches by working closely with marketing, sales, and operations teams on behalf of key accounts.
- Maintained ongoing communication channels with key account representatives, keeping them informed about product updates, promotions, and other relevant news.
- Analyzed sales and customer data to identify trends and opportunities for increased profitability.
- Created sales forecasts to target daily, monthly and yearly objectives.
Education
No Degree -
SMK Segambut Jaya
Segambut 04.2001 -
Skills
Financial Planning
Salesforce
Certified Financial Planner
Problem-Solving
Relationship Building
Education funds
Investment Analysis
Needs analysis
Key Account Management
Sales tactics
Client Relationship Building
Teamwork and Collaboration
Timeline
Premier Life Planner
AIA Berhad
05.2015 - Current
Key Accounts Executive
Munchworld Marketing Sdn Bhd
08.2005 - 04.2015
No Degree -
SMK Segambut Jaya
04.2001 -
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