Ronnie Khoo
Unit Trust Managing Advisor
Shah Alam,Selangor
Summary
- Experienced Unit Trust Managing Advisor with over 20 years of experience in financial industry. Excellent reputation for resolving problems and improving customer satisfaction.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Dedicated financial industry professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
7
7
years of post-secondary education
Work History
Unit Trust Managing Advisor
Manulife Investment Management (M) Bhd
Shah Alam, Selangor
06.2002 - Current
- Used coordination and planning skills to achieve results according to schedule.
- Exceeded goals through effective task prioritization and great work ethic.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
- Developed team communications and information for meetings.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
- Resolved problems, improved operations and provided exceptional service.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Participated in team-building activities to enhance working relationships.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Collaborated with team members to achieve target results.
- Maintained excellent attendance record, consistently arriving to work on time.
- Increased customer satisfaction by resolving issues.
- Resolved conflicts and negotiated mutually beneficial agreements between parties.
- Identified issues, analyzed information and provided solutions to problems.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Learned new skills and applied to daily tasks to improve efficiency and productivity.
Credit Card Sales Executive
Citibank (M) Bhd
Kuala Lumpur
05.2002 - 08.2002
- Monitored existing customer accounts for continued creditworthiness based on analysis of past performance and current information.
- Fielded 50 incoming customer calls to deliver high-quality solutions.
- Generated reporting to aid leadership with information to determine future credit card goals.
- Reviewed and verified vendor completeness and compliance to rectify billing disputes and fraud cases.
Agency Manager
MAA Insurance Bhd
Klang, Selangor
08.2002 - 05.2013
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Enhanced insurance agency reputation by accommodating new and different requests and by exploring opportunities to add value.
Relationship Manager
Standard Chartered Bank Bhd
Klang , Selangor
08.2008 - 01.2009
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Education
Bachelor of Science - Business Information System
Middlesex University
London, United Kingdom 12.2001 - 06.2002
Bachelor of Science - Business Information Technology
Inti College
Subang Jaya, Selangor 01.2001 - 12.2001
High School Diploma -
Pin Hwa High School
Klang, Selangor 01.1995 - 12.2000
Skills
Investment allocations
Investment strategy
Investment analysis
Investment products
Business development and planning
Sales processes
Timeline
Relationship Manager
Standard Chartered Bank Bhd
08.2008 - 01.2009
Agency Manager
MAA Insurance Bhd
08.2002 - 05.2013
Unit Trust Managing Advisor
Manulife Investment Management (M) Bhd
06.2002 - Current
Credit Card Sales Executive
Citibank (M) Bhd
05.2002 - 08.2002
Bachelor of Science - Business Information System
Middlesex University
12.2001 - 06.2002
Bachelor of Science - Business Information Technology
Inti College
01.2001 - 12.2001
High School Diploma -
Pin Hwa High School
01.1995 - 12.2000