NURUL FARHANA BINTI SUHAIMI
KUALA LUMPUR
Summary
I am highly creative and multitalented ,multitasking,very passionate in doing something with extensive experience and knowledge in finance economics, investment, accounting, network marketing, and sales. I am believe I am very qualified to have this job and grow up my career in this field. Looking forward to hearing from you about this opportunity.Thank you.
Overview
5
5
years of professional experience
1
1
Certification
Work History
PERSONAL FINANCIAL CONSULTANT
CIMB BANK GROUP BERHAD
01.2024 - Current
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Conducted thorough risk assessments before making recommendations on investments, ensuring each strategy aligned with the client''s unique needs and risk tolerance levels.
- Improved overall branch performance by contributing to team sales goals and proactively seeking new business opportunities through networking events and referrals.
- Strengthened client retention rates by consistently exceeding expectations in terms of service quality, attention to detail, and responsiveness.
PERSONAL BANKER
AMBANK GROUP BERHAD
07.2023 - 12.2023
- Plan sales activities & delivers sales target for unit trust, bancassurance, deposit and lending products
- Builds and maintains business relationship with existing and new customers in accordance with internal/external policies, guidelines and regulations
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Promoted financial products by maintaining excellent service offering knowledge.
PERSONAL FINANCIAL CONSULTANT
AFFIN BANK BERHAD
04.2022 - 05.2023
- Execute sales plan and strategies to achieve the targets assigned
- Achieve ASB Financing, Smart Money, Education Financing, credit card, ASNB variables, Bancassurance, Personal Financing as assigned and based on customer needs
- Prepare and pro-actively execute sales plans for prospective customers, using internal marketing as well as self generated leads
- TOP PFC by overall sales as at 31st May 2022
- KV4 CREDIT CARD CHALLENGE (PFC CATEGORY in August 2022 Achiever
PERSONAL BANKER GENERALIST
RHB BANKING GROUP
07.2021 - 02.2022
- Main target to promote and professionally sell a wide range of retail products such as ASB Financing, Personal Loan conventional, Personal Loan Islamic, credit card, opening account and housing loan
- Maintain regular contact with existing customers to develop relationship
SALES CONSULTANT, PERSONAL FINANCING
RHB BANK BERHAD
02.2021 - 06.2021
- Solicit and promote sales of personal financing conventional and islamic financing products
- Cross selling of other retail banking such as Credit cards
FINANCIAL SERVICES CONSULTANT
CIMB BANK BERHAD
04.2020 - 02.2021
- Actively sells bancassurance products and investment linked products to customer
- Such as medical card, takaful products, Hibah (estate planning), etc
PART TIME CONTRACTUAL CUSTOMER SERVICE
POS MALAYSIA SDN BHD
12.2019 - 12.2019
- Company Overview: (Under Kelly Services Company)
- Actively calls the customer and update all the customer complaint, inquiries into systems and keep following up the status of parcel received by customers
- (Under Kelly Services Company)
Education
DIPLOMA - BANKING STUDIES
UNIVERSITI TEKNOLOGI MARA
RAUB, PAHANG07.2019
SIJIL PELAJARAN MALAYSIA -
SMK TAMAN TUN DR.ISMAIL
12.2015
Skills
- Microsoft Office
- Problem solving
- Online Marketing
- Public Speaking
- Time Management
- Microsoft Excel
- Friendliness
- Negotiation and confidence
- Risk Management
- Financial product knowledge
- Branding
- Continuing education
- Presentations
- Retirement planning
- Cash Flow Forecasting
Languages
ENGLISH
Proficient
C2
ARABIC
Proficient
C2
BAHASA MALAYSIA
Proficient
C2
References
- Mr. Ang Jiun Pey, jiunpey.ang@cimb.com, CIMB BANK BERHAD, 012-7709973
- Ms. Nor Fadzlina Binti Fatelol, fadzlina.fatelol@rhbgroup.com, RHB Bank Berhad, 012-6754300
- Mr. Md Yusri Mohd Yatim, Yusri@affinbank.com.my, AFFIN BANK BERHAD, 019-3880268
- Nurul Anis Md Nor, abm242@ambankgroup.com, AMBANK(M) BERHAD, 017-2350225
- Ms. Rosfarhani Binti Daud, rosfarhani@uitm.edu.my, 013-3539798, (Lecturer)
- Ms.Maziawati Kamari , maziawati.kamari@cim.com, 017-2273344
Professional License
- TBE License, Malaysian Takaful Association, 04/01/22 - Present
- PCE License, The Malaysian Insurance Institute, 04/01/22 - Present
- CEILI License, The Malaysian Insurance Institute, 04/01/22 - Present
- UT License (FIMM), Federation of Investment Managers Malaysia, 11/01/21 - Present
- PRS License (FIMM), Federation of Investment Managers Malaysia, 11/01/21 - Present
- Takaful General Insurance, Syarikat Takaful Malaysia Berhad, 06/01/22 - Present
Certification
Achievements/Tasks
• TOP PFC by overall sales as at 31st May 2022
• KV4 CREDIT CARD CHALLENGE (PFC CATEGORY in August 2022 Achieve
Timeline
PERSONAL FINANCIAL CONSULTANT
CIMB BANK GROUP BERHAD
01.2024 - Current
PERSONAL BANKER
AMBANK GROUP BERHAD
07.2023 - 12.2023
PERSONAL FINANCIAL CONSULTANT
AFFIN BANK BERHAD
04.2022 - 05.2023
PERSONAL BANKER GENERALIST
RHB BANKING GROUP
07.2021 - 02.2022
SALES CONSULTANT, PERSONAL FINANCING
RHB BANK BERHAD
02.2021 - 06.2021
FINANCIAL SERVICES CONSULTANT
CIMB BANK BERHAD
04.2020 - 02.2021
PART TIME CONTRACTUAL CUSTOMER SERVICE
POS MALAYSIA SDN BHD
12.2019 - 12.2019
SIJIL PELAJARAN MALAYSIA -
SMK TAMAN TUN DR.ISMAIL
Achievements/Tasks
• TOP PFC by overall sales as at 31st May 2022
• KV4 CREDIT CARD CHALLENGE (PFC CATEGORY in August 2022 Achieve
DIPLOMA - BANKING STUDIES
UNIVERSITI TEKNOLOGI MARA
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