SHARIFAH ZAKIRA IMANA BINTI SAIYID SHAIFUDDIN
Negotiator
Setapak,Kuala Lumpur
Summary
Dynamic Financial Advisor with a proven track record at Zurich Takaful Malaysia Berhad, specializing in wealth management and business development. Expert in crafting tailored financial strategies, fostering client relationships, and driving sales growth. Adapt at making informed insurance decisions while delivering exceptional customer service to enhance client satisfaction and loyalty.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Financial Advisor
Zurich Takaful Malaysia Berhad
Kuala Lumpur
04.2021 - Current
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Salesperson
IT Tech Research Sdn Bhd
01.2020 - 03.2021
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Developed relationships with clients for increased loyalty and repeat business.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Selected correct products based on customer needs, product specifications and applicable regulations.
Sales and Marketing
Jus Zuriat Aj Zahah
10.2019 - 12.2019
- Assisted sales and marketing teams by creating persuasive product brochures, datasheets, and case studies.
- Served as a technical resource for sales and marketing teams, providing expert knowledge in client presentations.
- Collaborated with sales and marketing departments to develop coordinated strategies for maximizing revenue generation across multiple channels.
- Utilized customer feedback to refine sales and marketing strategies, ultimately leading to increased client retention rates.
Education
BSc - Applied Chemistry
University of Malaya
Kuala Lumpur2019
Foundation In Science -
University Technology of Mara
Selangor 2015
SPM -
Sekolah Menengah Sains Tun Syed Sheh Shahabudin
Pulau Pinang2013
Skills
Wealth Management
Business Development
Cash Handling
Financial Advising
Insurance decisions
Sales expertise
Investment advice
Accomplishments
2nd Runner Up Nationwide Rookie Agent Zurich Takaful Malaysia Berhad.
Successfully secured mega project for setting up new laboratory for BRB Silicone Sdn Bhd.
Microsoft Word, Microsoft Excel
Excellent
Timeline
Financial Advisor
Zurich Takaful Malaysia Berhad
04.2021 - Current
Salesperson
IT Tech Research Sdn Bhd
01.2020 - 03.2021
Sales and Marketing
Jus Zuriat Aj Zahah
10.2019 - 12.2019
BSc - Applied Chemistry
University of Malaya
Foundation In Science -
University Technology of Mara
SPM -
Sekolah Menengah Sains Tun Syed Sheh Shahabudin