Nadiatul Marlisa Muhammad Kamil
Relationship Manager
Ipoh
Summary
Well-regarded Financial Advisor highly effective at analyzing data and trends to make timely, useful, and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage 8 years' experience to take on new position with new company and new environment.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Wealth Shariah Advisor
Qew Group Berhad
09.2022 - 12.2024
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
- Developed strong relationships with clients through regular communication and excellent customer service.
- Developed comprehensive risk assessment tool, enabling more precise investment recommendations.
- Advised clients on risk management strategies to protect assets against market volatility.
Relationship Manager (RM)
Malayan Banking Berhad, Premier Wealth Center Dataran Maybank
02.2018 - 08.2020
- Appointed to assist existing premier customers in order to maximize profitability and manage to focus the portfolio as well as cross sell products holding per client under wealth management
- Duties and responsible includes: Build, understand and sustain relationships with the client’s circle of influence
- Consistent and frequent communicate with clients
- Serve as a problem-solver for the client, helping them identify investment criteria, recognize and handle concerns that arise as consultation, moves closer to decision
- Provide ongoing portfolio supervision, with a continuous focus towards helping the client adapt to changes in personal circumstances and the financial environment
- Retain existing high value clients by growth of wallet with the bank through relationship
- Deposit and Investment Fresh Fund Deposit: RM 5,600,000
- Fund House Investment: RM 1,900,000
- Financing Product Home Loans: 1,500,000
- OD Facility: RM 500,000
- Credit Card: 8 premier card
- Banca Assurance: RM 1,750,030 premium
- Lasted salary: RM 4,000
Relationship Manager (RM) Wealth Management
Affin Bank Berhad
03.2016 - 02.2018
- Assist existing customers in managing their bank accounts and finances whereby to take responsible for building relationship and cross selling our products which is for Wealth creation that’s includes:
- Advise customers on banks services for their needs especially for Unit Trust products, Bancassurance and credit cards
- Reach out to potential customers to generate new business
- Present financial products and services to existing and prospective customers
- Educate customers about the existing of Wealth Management team to all branches within our region by doing a Market Outlook Talk, Events and Financial Awareness
- Final Salary: RM 4,200
Relationship Manager (RM)
Ace Investment Berhad
06.2012 - 03.2016
- Build and preserve trusting relationships with existing and new customers, to find ways to outperform with competition and maintain the company’s positive image
- Aim to preserve customers and renew contracts
- Approach potential customers to establish relationships
- Educate clients about the product knowledge and the benefits
- Maintain a good relationship with the staffs and clients
- Final salary: RM 4,500
Personal Financial Consultant
CIMB BANK- Jln Imbi Branch
07.2011 - 08.2011
- Promote and market Wealth Management & Consumer Loan products to achieve branch target and individual target by monthly basic
- Implement activities to promote the Bank’s products and services in view of expanding market reach
- Selling the bank Credit Cards, BANCA, and ASB Loan to our clients not only in the branch
- Actively involved in cross-product sales activities to ensure optimal customer reach, product exposure and effective operations that optimize delivery to customer
- Gather customers’ information to ensure that customers are properly advised and an informed decision is made
- Process applications and submit for decisions and approvals
- Develop long-term business relationship with customers
- Discharge duties instructed by immediate supervisor to serve business interests of the Bank
- Attending for the welcome desk by helping customer for the ticket number or migrate them to the ATM/CDM machine
- Involved for the outdoor sales activities that been held under company such as MAHA, MIHAS, etc
- Final Salary: RM 3,500
Freelance Assistance Crew
KRU STUDIOS
07.2011 - 08.2011
- Control a daily expense
- Collect a receipt from all crew regarding an expenses
- Failing and record an expenses, billing and receipt
- Received a cash daily from Executive producer
Customer Service Representative
TMPOINT, Telekom Malaysia
03.2008 - 11.2008
- Responsible to handling customers
- Give information about product and services
- Process an application for new registration, sales, marketing, involved with TM event and management
- Record a daily report of sales
Education
Bachelor of Mass Communication Honor - Broadcasting, Media Studies
University of Technology Mara (UiTM)
Shah Alam, Selangor 12.2008 - 12.2011
Diploma of Accountancy - undefined
Polytechnic of Sultan Azlan Shah
Tanjung Malim, Perak 01.2005 - 12.2005
Lower 6 - undefined
SMK Anderson
Ipoh, PerakSijil Pelajaran Malaysia (SPM) - undefined
SMK Tarcision Convent
Skills
Client relationship management
Achievements And Experiences
- 02/01/19, Appointed as Usahawanita from KOMANI (Koperasi Maal Nizam Selangor) and received a Financial Grant of RM 10,000 and rebranded an own product under my own company name.
- 11/01/16, Top achiever for Banca Assurance Campaign Roar London for Smart Cash Extra, with Premium of RM 1,108,800 in Maybank.
- 03/01/17, Attended the Consumer Sales Development (CSD) Convention 10th Annual Dinner with CEO, Dato Nazir Tun Razak, Head of CSD Dato Sulaiman Mohd Tahir and all Cimb Staff qualifiers.
- 06/01/12, License of Insurance qualification for general and life, Pre Contract Examination for Insurance Agents (PCEIA) (Life / General Insurance), Certificate Examination In Investment-Linked Life Insurance (CEILLI), PCE Federation of Investment Manager Malaysia (FIMM).
- 04/01/10, Dean’s List student achievement of 3.59 in semester three.
- 01/01/09 - 07/01/11, Committee member of Broadcasting Club.
Attitude And Ambition
I have a very good outlook toward life. The combination of my desire to excel in life and the educational environment that makes me learn more about the industry offers me the greatest opportunity to achieve my ambition to be very successful in my future. I can be a good learner for a new scope of job that I have to involve in future.
Salary Expectation
RM 5,000 (Negotiable)
Mobile Telephone No
011-555 74742
Personal Information
- Age: 39
- Gender: Female
- Nationality: Malaysian
- Marital Status: Married
Nric
861118-38-6258
Timeline
Wealth Shariah Advisor
Qew Group Berhad
09.2022 - 12.2024
Relationship Manager (RM)
Malayan Banking Berhad, Premier Wealth Center Dataran Maybank
02.2018 - 08.2020
Relationship Manager (RM) Wealth Management
Affin Bank Berhad
03.2016 - 02.2018
Relationship Manager (RM)
Ace Investment Berhad
06.2012 - 03.2016
Personal Financial Consultant
CIMB BANK- Jln Imbi Branch
07.2011 - 08.2011
Freelance Assistance Crew
KRU STUDIOS
07.2011 - 08.2011
Bachelor of Mass Communication Honor - Broadcasting, Media Studies
University of Technology Mara (UiTM)
12.2008 - 12.2011
Customer Service Representative
TMPOINT, Telekom Malaysia
03.2008 - 11.2008
Diploma of Accountancy - undefined
Polytechnic of Sultan Azlan Shah
01.2005 - 12.2005
Lower 6 - undefined
SMK Anderson
Sijil Pelajaran Malaysia (SPM) - undefined
SMK Tarcision Convent
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