SAM PEI YEE

• Achieve performance expectations and contribute towards the mobile sales business and bottom line, in line with the WPB management strategic direction.
• To actively work with Business Development Team to grow under-construction loans, while maintaining a good balance between sub-sales, refinancing and under construction business segment.
• To champion and drive a culture that supports the HSBC branded customer experience.
• Driving performance improvement through regular observations of their teams engagement/interactions with clients, and through effective 1-1 coaching. Coaching meetings should cover discussions around strengths and development areas with the aim to develop an action plan to improve overall performance.
• Driving, Equality, Diversity and Inclusion within all relationships. With the aim of creating gender balance, building empathy and engagement and leading an inclusive environment toward both colleagues and customers.
• Effective management of employee regrettable attrition rates.
• Creates positive staff morale, motivation and actively manage performance of the premier team.
• To safeguard the Bank from loss and always protects Understarid and adhere to both the letter and the spirit of all laws, regulations and regulatory guidance that apply to my role, promptly reporting any breaches in accordance with local procedures.
• Maintain sufficient and effective processes and controls identifying and mitigating risks and ensure timely escalation and resolution of all control issues and reputation risks Ensure adherence to applicable Global, regional and country standards and policies (including GSM, FIMs, and BIMs).
• Ensure 100% completion of mandatory training within deadlines.
• Deliver fair outcomes for customers and support the orderly and transparent operation of financial markets.
• Safeguards the Bank from loss and always protects the Bank's reputation.

Achievement:

• Top Team Sales in 2023
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• Selling Mortgage Loans (Houses & Shops) and Mortgage related Bancassurance Protection Plans to customers to meet achieve their financial goals.
• Experience in technical selling skills and product knowledge in all areas to give effective presentation.
• Maximize all opportunities in the process of closing a sale, including refer sales to colleagues if customer has any other banking needs.
• Sell effectively and make recommendations to prospects and clients.
• Maintain contact with all clients to ensure high levels of client satisfaction.
• Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
• Build and maintain good relationship with developers and agencies in order to grow the mortgage business.
• Industry: Banking / Financial Services, Specialization: Banking/Financial Services, Role: Financial Services Consultant, Position Level: Senior Executive

Achievement:

• Ranked Top Mortgage Specialist under HSBC Amanah in 2020.
• Ranked Top Mortgage Specialist under HSBC Amanah in 2021.
• Star People Awards Sep 2021
• WPB Ultimate Sales Rally - Sunway Pyramid Hotel in 2022
• WPB Sales Convention 2022 - (Shangri-La Rasa Ria, Kota Kinabalu)
• Short Term Attachment Programme (STA) role of Team Sales Manager, Mobile Sales from Sep 2022 until Dec 2022.
• WPB Elite Club Awards 2022 - Grand Hyatt, Kuala Lumpur.

Ranked Top Mortgages Specialist (Amanah) in 2022.

• WPB Elite Club Awards 2023 - ParkRoyal, Kuala Lumpur

Ranked Top Mortgage Specialist (Amanah) in 2023

• Selling of variety of products to mass market customer which includes Mortgages, Credits Cards, Deposit Products, Personal Loan, Bancassurance, Balance Transfer and Cash-Installment-Plan.
• Experience in technical selling skills and product knowledge in all areas to give effective presentation.
• Maximize all opportunities in the process of closing a sale.
• Sell effectively and make recommendations to prospects and clients.
• Maintain contact with all clients to ensure high levels of client satisfaction.
• Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
• Organize activities such as Road Show and Open House to achieve sales targets.

• Selling of variety of products to mass market customer which includes Mortgages, Credits Cards, Personal Loan, Auto Loan, Unit Trust/ Bancassurance, Balance Transfer and etc.
• Experience in technical selling skills and product knowledge in all areas to give effective presentation.
• Maximize all opportunities in the process of closing a sale.
• Sell effectively and make recommendations to prospects and clients.
• Maintain contact with all clients to ensure high levels of client satisfaction.
• Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
• Organize activities such as Road Show and Open House to achieve sales targets.

• Selling Personal Loan Products to mass market customers to meet their financial needs.
• Experience in technical selling skills and product knowledge in all areas to give effective presentation.
• Maximize all opportunities in the process of closing a sale.
• Sell effectively and make recommendations to prospects and clients.
• Maintain contact with all clients to ensure high levels of client satisfaction.
• Build trust, value others, communicate effectively, drive execution, foster innovation, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity.
• Organize activities such as Road Show and Open House to achieve sales targets.

• Station at bank, targeting bank customer.
• Promote insurance packages to the direct consumer.
• Provide Professional advice and on appropriate financial product based on customer need.
• Maintain accurate records of all clients and potential clients.
• Build rapport and relationship with chosen customer to establish loyalty and repeated sales.
• Organize activities such as 'Banca Day'.

Achievement:

• Achiever for 2013 sales convention trip to Guang Zhou, China.

• Serving customers at the sales counter.
• Offering face to face advice to customer on the stores products.
• Able to identify potential customer and provide what they want.
• Ready and able to work with other as a team.
• Learn fast through work, able to expand knowledge and strength in new areas.