NUR QURRATU'AINI SAFFA BINTI ZARINUL HISHAM
Investment Executive, CEO Office
Puchong Batu Dua Belas, Selangor,10
Summary
Dynamic finance professional with over 6 years of experience in equity and money markets, specializing in delivering insightful financial proposals and comprehensive research. Expertise includes analyzing financial statements of listed companies to support fund managers in making informed investment decisions. Proven track record in strategic planning and investment management, contributing to overall budgeting and investment strategies. Committed to leveraging analytical skills and market knowledge to drive successful financial outcomes.
Overview
7
7
years of professional experience
2
2
Certifications
Work History
Investment Executive and CEO Office
PTB Unit Trust Berhad
10.2025 - Current
- Assist CEO/Investment team in overall company operation and administrative matters
- Liaise with regulatory ie Securities Commission Malaysia (SC), Federation of Investment Managers Malaysia (FIMM), Ministry of Trade & Industry (MITI), Trustee, Custodian etc.
- Liaise with Terengganu State Company Secretary.
- Liaise with Compliance Unit to look into compliance matters such as provide/updating manuals and procedures as requirements.
- Working together with Human Recourse in registration of training, Continuing Professional Development (CDP) requirement.
- Co-ordinate staff in preparing Semi Annual Report and Annual Report.
- Appointed as Investment Committee Secretary and Shariah Committee Secretary -20 Jun 2025
- Authorized user of EASY system which responsible matter under Licensing Handbook, Matters concerning CMSL, Application/Renewal CMSRL, Continuing Professional Education (CPE) requirements, Appointment/Cessation of Key Management.
- Managed and executed proprietary trading strategies to optimize portfolio returns while ensuring disciplined risk management and regulatory compliance.
Investment Executive
PTB Unit Trust Berhad
10.2019 - 09.2025
- Assisted Fund Manager in portfolio management processes, including analysis, execution, and monitoring of investments.
- Conducted fundamental research on listed companies by analyzing financial statements, corporate disclosures, and market data.
- Reviewed and interpreted financial briefings and analyst reports to support investment decision-making.
- Executed money market investments in accordance with approved investment guidelines and liquidity requirements.
- Provided informed financial recommendations based on research, market conditions, and risk considerations.
- Monitored economic trends, financial news, and capital market developments to support timely investment decisions.
- Assessed and interpreted complex financial and market information to evaluate investment opportunities and risks.
- Compiled, updated, and tracked Bursa Malaysia announcements including rights issues, dividends, warrants, and other corporate actions.
Customer Care Officer
Pro Ibai Auto Services (PERODUA)
07.2019 - 09.2019
- Managed 80+ daily customer inquiries via phone, email, and in person, achieving a first-contact resolution rate of 92%.
- Assisted with policy information, claims, and renewals, contributing to a 15% increase in on-time renewals and improved customer retention.
- Escalated complex cases to relevant departments, ensuring 100% follow-up within 24 hours and reducing complaint escalation by 20%.
- Maintained detailed CRM records to enable effective follow-ups, improving service quality tracking by 30%.
- Provided tailored financial and policy recommendations, increasing repeat business by 18% and achieving CSAT scores of 90%+.
- Led team initiatives to boost employee morale and collaboration, enhancing team engagement by 15%.
Service Advisor
Pro Ibai Auto Services (PERODUA)
03.2019 - 06.2019
- Greeted and assisted 20+ customers daily, providing professional guidance on vehicle service needs and maintenance.
- Recorded service requests, prepared job sheets, and explained service procedures, improving customer understanding and satisfaction by 20%.
- Coordinated with technicians and workshop teams to ensure timely completion of service jobs, achieving 95% on-time delivery.
- Advised customers on recommended maintenance and repairs, increasing upsell of services by 15%.
- Handled customer complaints effectively, reducing escalations by 25% and maintaining high service standards.
- Maintained accurate service records and invoices, monitored progress, and provided real-time updates, enhancing workflow efficiency by 30%.
Education
BBA - Islamic Banking
Universiti Teknologi MARA (UiTM)
Bandar Puncak Alam, Selangor, Malaysia 04.2001 -
Diploma - Investment Analysis
Universiti Teknologi MARA (UiTM)
Dungun, Terengganu, Malaysia10.2017
Skills
Administrative support
Certification
Capital Market Services Representative's Licence
Timeline
Investment Executive and CEO Office
PTB Unit Trust Berhad
10.2025 - Current
Capital Market Services Representative's Licence
09-2025
Unit Trust Consultant
03-2020
Investment Executive
PTB Unit Trust Berhad
10.2019 - 09.2025
Customer Care Officer
Pro Ibai Auto Services (PERODUA)
07.2019 - 09.2019
Service Advisor
Pro Ibai Auto Services (PERODUA)
03.2019 - 06.2019
BBA - Islamic Banking
Universiti Teknologi MARA (UiTM)
04.2001 -
Diploma - Investment Analysis
Universiti Teknologi MARA (UiTM)
References
Aniza, Md Yusuff, Senior Executive, PTB unit Trust Berhad, 013-2971090