Rishi Varman Kamarajah
Finance Graduate
Bandar Baru Bangi
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
2
2
years of professional experience
2
2
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Financial Advisor
Zurich Insurance
Kuala Lumpur
09.2021 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Sold in total of RM10 million in life insurance, retirement instruments and investments.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Business Operations Intern
Swipey Digital Services
Kuala Lumpur
09.2022 - 12.2022
- Worked cross-functionally (Marketing, Sales, Customer Success, Finance) to drive change and improve end-to-end processes.
- Gathered, organized and input information into digital database (ClickUp)
- Developed and updated tracking Excel sheet for process monitoring and reporting.
- Handled over 200 companies/client's KYB process
- Assisted Sales Team on cold calling over 50 new leads
- Planned marketing initiatives and leveraged referral networks to promote business development (Affiliate marketing)
- Supported operations management, sales and marketing efforts to increase revenue and overall financial health.
Education
Bachelor of Business - Finance & International Business
Inti International University
Nilai,Negeri Sembilan 08.2020 - 12.2022
Skills
Investment planning
Stock market understanding
Sales expertise
Relationship building and management
Wealth Management
Communication
Microsoft Office
Certification
PCIL- Pre Contract For Life Insurance Agents and Investment-Linked Life Insurance, The Malaysian Insurance Institute
Timeline
Business Operations Intern
Swipey Digital Services
09.2022 - 12.2022
Financial Advisor
Zurich Insurance
09.2021 - Current
Bachelor of Business - Finance & International Business
Inti International University
08.2020 - 12.2022