Shuhada Mokhtar
Kuantan
Summary
I'm efficient senior sales executive specialized in bancassurance and personal financing with 5 years of professional banking experience, skilled in upselling and qualifying leads. Looking for new opportunities and career advancement.
Overview
9
9
years of professional experience
9
9
years of post-secondary education
Work History
Asistant Sales Manager PFi/Senior Sales Executive
RHB Bank Berhad
2 2023 - 8 2023
- Promote sales and marketing activities and process Islamic Personal Financing and credit card to civil servants, goverment pensioners and private sector
- Promote other banking products referrals such as ASB, insurance, unit trust and private retirement schemes.
- Plan and strategize sales activities with a hunter mindset by seeking out new customers and generating leads through cold calling, networking and attending sales events.
Financial Services Consultant
CIMB Bank Berhad / Sun Life Malaysia
09.2018 - 12.2022
- Promote bancassurance products to create sales opportunities for insurance plans and overseeing a portfolio of clients.
- Plan and strategize monthly sales activities to attract customers such as booth promotions, cold calling and bancassurance day at the branch.
- Develop customized financial plans and provide guidance on investments, retirements, and savings.
- Collaborate with the lead generators at the branch to secure sales and product promotions.
- Assist customers with banking operations and attends their enquiries on bank products/services and processes insurance claims made by customers.
- Achievements:-
- 2022 MDRT Qualifier.
- 2022 Sun Life Banca Sales Convention qualifier.
- 2019 Banca Sales Convention in Seoul, Korea qualifier.
- 2019 CSD Sales Best Rookie.
Purchasing Executive
Power Metal Technology Sdn Bhd
08.2017 - 05.2018
- Promote sustainability initiatives within the purchasing practices, aligning environmental goals with business objectives.
- Streamline procurement processes for faster order fulfillment and better inventory management.
Territory Sales Executive
HT Lubricant Sdn Bhd (ExxonMobil Partner)
02.2016 - 06.2017
- Promote ExxonMobil engine lubricants for machineries to oil & gas plant in Pahang and Terengganu area and do oil tests.
- Plan sales activities with frequent site visits to build networking with potential customers.
- Provide correct technical informations regarding the machineries suitability with the compatible lubricants to ensure the effectiveness of the operations.
Sales Coordinator
Times-Lite Electrical Engineering Sdn Bhd
01.2014 - 02.2016
- In charge of daily operational purchasing needs such as sourcing, planning, issuing and following up on Purchase Orders deliver and shipment schedule for companies like Petronas and Sapura Kencana group
- Evaluate vendors' quotations to ensure that they're in line with technical specifications.
Education
Bachelor Degree in Electrical Engineering - undefined
Universiti Malaysia Pahang
01.2010 - 04.2013
Kolej Matrikulasi Melaka - undefined
Institution/Place of Education
01.2008 - 04.2009
SMK Tanjung Lumpur -
Institution/Place of Education
01.2003 - 04.2007
Personal Information
- Age: 33
- Marital Status: Single
References
- Puan Julaida bt Jusoh, CIMB Bank (Manager), 019-9692468
- Puan Sofea@Maziah, RHB Bank (Manager), 013-7226202
Timeline
Financial Services Consultant
CIMB Bank Berhad / Sun Life Malaysia
09.2018 - 12.2022
Purchasing Executive
Power Metal Technology Sdn Bhd
08.2017 - 05.2018
Territory Sales Executive
HT Lubricant Sdn Bhd (ExxonMobil Partner)
02.2016 - 06.2017
Sales Coordinator
Times-Lite Electrical Engineering Sdn Bhd
01.2014 - 02.2016
Bachelor Degree in Electrical Engineering - undefined
Universiti Malaysia Pahang
01.2010 - 04.2013
Kolej Matrikulasi Melaka - undefined
Institution/Place of Education
01.2008 - 04.2009
SMK Tanjung Lumpur -
Institution/Place of Education
01.2003 - 04.2007
Asistant Sales Manager PFi/Senior Sales Executive
RHB Bank Berhad
2 2023 - 8 2023
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