Financial Advisor with over 10 years of expertise in Personal Financing, House and Fixed Assets and Credit card with Proven Track Record of sales achievements. A retail banker with sound knowledge on Personal Financing, backed with hands on experience in Property Consultancy Field.
- Achieve monthly individual targets on 2 core products, House Financing & Personal Financing.
- Ensure submission of quality applications to meet Bank's approved rate.
- Ensure high standard of customer service in line with the quality and standards set by Bank.
- Attained existing client financial targets and generated new clien based.
- Oversaw administrative of various client based.
- Comply strictly with Bank's policies and guidelines.
- Solicit nee businesses by actively parcticipating sales activities (i.e. roadshows, marketing events, blitz..)
- Handle customer enquiries diligently and efficiently.
- Achieve sales target of all assigned products - Asb loan, Personal loan, Easy Simpanan Mesra, Debit Card, Life Insurance, Persobal Accident Insurance and Motor Insurance.
- Promote campaign and communicate accurate information to the public.
- Manage to ensure all branch's requirements (i.e. branch opening and closing, branch's debit card issuance log, etc..) to meet Bank's standard guidelines.
The ability to maintain at least Rm 5M monthly sales of PF & HF ;
Awards / Achievements
Bank Muamalat Malaysia Berhad
2021 & 2022
Champions of highest accumulated sales of Personal Financing & House Financing for 2 years in a row
2023
1st Runner Up of highest accumulated Sales for Personal Financing & House Financing
December 2016 — July 2019
Personal Financial Executive at Bank Islam Malaysia Bhd :
- Ranked in Top 3 nationwide for highest accumulated assets (Personal Financing & House Financing) for 3 consecutive years (2016-2019)
- Best Performer for Personal Financing Year 2018
- Top Performer for Personal Financing Year 2019
- 100% Performer for House Financing Year 2019
- 100% Performer for MyHome Content year 2019
Assistant Outlet Manager at Rhb Easy Bank Bhd :
- Sales Performance with A Segmentation Rating for July 2012 - Sales Performance with A Segmentation Rating for June 2012