Chng Puay Fong

• Managed high-value client portfolios, optimizing performance through strategic asset allocation and securities selection.
• Evaluated company financials, industry data, economic indicators, and management interviews as part of comprehensive equity analysis process.
• Improved trading strategies by closely monitoring market trends and news for potential investment opportunities.
• Recommended investment strategies to meet client financial objectives.
• Increased client satisfaction by providing timely and accurate equities research and recommendations.
• Actively participated in industry conferences, expanding professional network and staying current on market trends.
• Developed strong relationships with clients, resulting in increased retention and repeat business.
• Effective credit risk management.

Key Accomplishments:

• Being a mentor to junior executives through coaching and sharing of knowledge and information generously
• Assisted in developing marketing initiatives and campaigns to acquire new accounts and foster stronger customer relationship

Key accomplishment:

• Individually generated total gross brokerages of RM 383,846 for the year of 2011, which increased by 17% from preceding year of 2010
• Total gross brokerages up to April 2012 generated was RM182,906, which was 47% of total brokerages of year 2011.

• Aggressively solicited and acquired new trading accounts successfully through roadshows, seminars, cold calling and referrals
• Activated customers’ trading accounts by constantly providing customer updated market information and movements, and responsive to customers’ issues on timely basis
• Actively promoted CIMB online and cross border trading platforms
• Developed relationship with internal customers including branch officers and relationship managers for cross referrals

Key accomplishment:

• Successfully acquired total 170 new accounts
• Generated gross brokerage of RM 326,399 for the year of 2010, which was 28% of total brokerages of Johor Jaya branch.

• Managed a portfolio of SME companies (whose annual turnover range from RM 10 million to RM 80 million) that generated 50% of total revenue of SME segment in Standard Chartered Bank Johor Bahru branch
• Assisted Regional Manager to manage daily operational routine, and being a mentor to junior relationship managers and support staff

Key accomplishment:

• Successfully acquired new accounts that could contribute 10% of my SME portfolio’s total revenue
• Successfully cross sold Internet banking and treasury products, and increased customers’ trade facilities up to RM 20.5 million in the first 3 months after joining the bank in September 2007.

• Managed a portfolio of large corporations listed on Bursa Malaysia and multinational companies that accounted for annual revenue of USD 1 million and above
• Identified customer needs, deficiencies and potential business opportunities, and develop marketing initiatives and campaigns for enhancing competitiveness, increasing revenues, improving customer service and fostering strong customer relationship
• Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
• Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.

Key accomplishment:

Achieved and exceeded year 2006 revenue target by 26% from preceding year to USD 1.26 million.

• Monitored and increased corporate customers’ trade utilization rates
• Provided trade solutions / advice to corporate customers that tailored to their needs
• Actively promoted (new) trade products and services thru market presentations
• Constantly gave market feedback on our products in order to facilitate and assist Product team to develop more competitive products.

• Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
• Developed targeted staffs for managerial and supervisory functions/roles
• Maintained ethical and positive working environment to reduce turnover and promote high retention rates through motivational talk and teambuilding activities
• Established and deepened relationship with prominent developers e.g IJM Berhad and Mutiara Rini Sdn Bhd through regular developer visits, joint effort in developer’s marketing campaigns, and frequent social interactions with developers
• Gave immediate attention to developers’ needs i.e
• Ensure smooth loan applications and drawdown processes

Key Accomplishments:

• Led and grew mortgage sale team from 5 officers to a team of 10 officers
• Exceeded team monthly sales target of RM 9 million and monthly acceptance target of RM 5 million in March 2005
• Successfully penetrated into targeted corporations in Johor Bahru by promoting housing loan’s benefits to their staffs
• Expanded geographical target area for mortgage business to Singapore market
• Successfully acquired new developers as Citibank’s new panel
• Awarded in “The Power of Appreciation and Recognition Program” in year 2005 in recognition of excellent customer service provided to internal and external customers.

• Aggressively promoted financial products, provided good customer service, actively participating road shows, constantly conducting cold calls and interacted with prospects beyond our locality
• Assisted team manager in organizing team activities and mentoring newcomers
• Successfully penetrated into real estate agents and housing developers as sources of referrals
• Conducted and coordinated performance / shows in Citibank National Sales Conferences performances

Key Accomplishments:

• Top achiever in multiple months
• Won nationwide MLTA top insurance sales award
• Winner of “Gone to Extra Miles” campaign for excellent customer services
• Achieved high rankings in Citibank National Sales Conference performances.