SRI DEVI S. MANIAM
Kuala Lumpur
Summary
Strategic thinker with strong people management skills, driving team success and fostering collaboration. Communicates effectively and solves problems to ensure operational efficiency and achieve business objectives. Committed to leveraging skills for organisational growth and impactful leadership.
Overview
1
1
Certification
30
30
years of professional experience
Work History
Unit Trust Executive Advisor
MANULIFE ASSET MANAGEMENT SERVICES SDN BHD
07.2025 - Current
- Built and managed a strong client portfolio by delivering customised investment solutions.
- Managed RM5 Million in assets under management (AUM) across cash and EPF investment portfolios, delivering tailored investment strategies to clients.
- Analysed market and economic conditions to provide strategic investment recommendations aligned with clients’ financial goals.
- Achieved sales targets consistently by proactively prospecting, networking, and generating referrals.
- Promoted unit trust products, increasing brand awareness through targeted client engagement and educational initiatives.
Senior Human Resource and Admin Executive
INTEGRA HEALTHCARE TECHNOLOGY SDN BHD
05.2025 - 07.2025
- Managed end-to-end recruitment and selection process to attract top talent
- Coordinated training and development programmes to enhance employee skills and organisational capabilities
- Supported Senior Management Team with administrative tasks to ensure smooth operations
- Handled confidential and time-sensitive materials with discretion
- Assisted in preparing documentation for Rehab facilities license to CKAPS
- Reporting to Group Human Resources Officer
Head of Sales and Marketing
JAYA GLOBAL MARKETING SDN BHD
07.2023 - 05.2024
- Achieved RM90,000 in sales within 6 months and established partnership with 4 new hospitals through strong negotiation and client relationship management.
- Developed and executed marketing action plan to drive strategic initiatives.
- Improves product marketability and profitability by researching, identifying, and capitalising on market opportunities.
- Contributed marketing and sales information to achieve operational objectives.
- Cultivated relationships with key accounts through regular visits, enhancing client engagement.
- Reported directly to Group Medical Director
Personal Assistant to Group Chief Operating Officer
INTELEK CERIA SDN BHD
01.2022 - 06.2023
- Reporting to Group Chief Operating Officer Assisting the Operation Department
- Managed diary, scheduled meetings and appointments, and maintained events calendar to optimise executive time management.
- Acted as point of contact between managers and internal/external suppliers/vendors, facilitating effective communication and collaboration.
- Produce reports, presentations, and briefs. Maintaining databases, keeping records and filings.
- Undertaking minute meetings and ensuring details are correct with proper follow-through.
- Facilitated the recruitment process for doctors in the Medical Affairs department.
- Assisting matters pertaining to hospital licences and statutory.
- Supported the Project Team in completing tasks and ensuring project milestones were met.
- Assisting with internal departments' ongoing project.
- Keep track on the tenders and contracts.
- Provided support to the Marketing Department by coordinating various marketing initiatives and activities.
- Supporting the Marketing Director in completing agreed activities.
- Coordinating promotional activities, health screening activities and events.
- Monitoring performance of marketing campaigns.
- Preparing facilities for scheduled events.
- Travel to meet Insurance, TPAs and Corporate clients and attend conferences, trade shows, industry events, and seminars.
Administrator to the General Manager
COLUMBIA HOSPITAL-SETAPAK
07.2015 - 01.2022
- Schedule General Manager’s appointments, maintain and update GM’s daily itinerary.
- Oversee all aspects of general office coordination.
- Maintain office calendar to coordinate workflow and meetings.
- Acted as secretary for Head of Department (HOD), Continuous Medical Education (CME) Committee & Board of Visitors (BOV) Committee, organising meetings, arranging refreshments, sending invitations, and recording & typing meeting minutes.
- Coordinate, maintain and update all Hospital Medical & Clinical Committee Meetings.
- Support in the specialist recruitment process, arrange interview appointments (call and email), on-boarding process, exit process.
- Maintain and update all doctor personal file records (i.e., APC (Annual Practising Cert.), Medical Indemnity Insurance, Certificates, Agreements).
- Liaise with HQ on the Specialist doctor commencement & expiry of agreement.
- Prepare and update consultants’ on-call rosters in all specialties.
- Maintained and updated doctors' leave reports to ensure accurate tracking of attendance.
- Prepare medical indemnity insurance and annual practicing certificate application for all consultants. Ensure this certificate is obtained & filed. Liaise with Malaysian Medical Council for issuance status.
- Maintain, record, and update the contract agreements.
- Prepare monthly reports and presentations.
- Assist in collating all documents required for renewal of hospital operating licence and liaise with the Malaysian Ministry of Health on application status.
- Maintain confidentiality in all aspects of client, staff and hospital information.
- Aided QA Manager in preparing necessary documentation for quality assurance audits and in preparing MSQH file for operation.
- Supported Marketing team with advertising initiatives, event planning, and article preparation.
Unit Trust Executive Adviser
MANULIFE ASSET MANAGEMENT SERVICES SDN BHD
04.2013 - 07.2015
- Maintained a portfolio of clients by delivering tailored investment solutions.
- Achieved consistent sales targets through proactive prospecting and client referrals.
- Oversaw management of over RM3 million in assets for cash and EPF investors.
- Identified and analysed market conditions affecting prospects’ investments in diverse portfolios.
- Managed awareness and positive perception of unit trust among potential prospects.
Administration Executive
PETRA GROUP
11.2008 - 03.2013
- Handling and managing calendar schedules of management, making copies of required documents for the meetings, making travel arrangements, booking hotels and conference rooms, and arranging for audio-visual equipment for the meetings.
- Scheduled inter-departmental meetings, coordinated employee schedules, and arranged catering and other necessities to facilitate effective collaboration.
- Handled administrative and clerical responsibilities, including answering phone calls, conveying messages, making appointments, and ordering office supplies to ensure smooth office operations.
- Assisting the HR department in recruiting activities such as scheduling interviews and onboarding candidates.
- Supported department heads by managing schedules and completing administrative tasks, contributing to efficient departmental operations.
- Organising, compiling, and updating company records and documentation.
Customer Care Executive
TELEKOM (M) SDN. BHD.
03.2001 - 10.2008
- Handled customer complaints, provided solutions and alternatives within time limits, and followed up to ensure resolution.
- Resolved product or service problems by clarifying customer's complaints, determining causes, selecting best solutions, expediting corrections, and following up to ensure resolution.
- Manage incoming calls and customer service inquiries.
- Opened and managed customer accounts by accurately recording information and ensuring updates. by recording account information.
- Keep records of customer interactions, process customer accounts and file documents.
- Prepared service reports by collecting and analysing customer inquiries to identify trends and improve service delivery.
Administration Executive
TAWAKAL HOSPITAL
01.1997 - 02.2001
- Facilitated efficient office operations through comprehensive administrative support.
- Managed phone calls, scheduled meetings, and coordinated visitor support to enhance communication flow.
- Coordinated travel arrangements for senior staff, including booking flights, cars, and accommodations, ensuring seamless travel experiences.
- Performed various administrative tasks to support office functions. such as filing, typing, copying, binding, scanning etc.
- Ensures operation of equipment by completing preventive maintenance requirements, calling for repairs, maintaining equipment inventories and evaluating new equipment and techniques.
Account Assistant
YAOHAN (M) SDN. BHD
06.1996 - 12.1996
- Assisted with receiving, processing and verifying all invoices related to accounts payables.
- Ensured accuracy of payments and records through robust checks and prompt resolution of variances.
- Reconciled bank statements monthly, identifying discrepancies and rectifying them to maintain accurate financial records.
- Managed petty cash process, ensuring accurate logs and timely replenishment for clear audit trails.
- Prepared month-end closing entries to maintain detailed reporting and recordkeeping.
Education
SPM (2nd Grade) -
Sekolah Menengah Convent, Taiping, Perak
Taiping, Perak11-1995
UPSR (2A, 1B, 1C) -
Sekolah Rendah Convent Kota, Taiping
Taiping11-1990
Certificate in Investment-Linked Life Insurance - Life Insurance
The Malaysian Insurance Institute (MII)
Bangunan AICB, No. 10 Jalan Dato’ Onn, KL09-2005
Certificate in Financial Planning -
MCIS Zurch
Jalan Barat, Petaling Jaya, 46200, Selangor08-2009
Certificate in Basic Agency Management Course -
MCIS Zurich
Jalan Barat, Petaling Jaya, 46200, Selangor06-2011
Pre-Contract Examination for Insurance Agents certificate -
The Malaysian Insurance Institute (MII)
Bangunan AICB, No. 10 Jalan Dato’ Onn, 50480, KL05-2005
Certificate in Unit Trust -
Federation of Malaysian Unit Trust Managers
Wisma Capital A, Damansara Heights, KL02-2007
Diploma in Information Technology -
SAL Group of Colleges
Jalan Tun Razak 2, KL01-2004
Skills
Highly effective Executive with 25 years of experience, skilled in leadership and communication skills Passionate to improve workflows and implement automation processes across departments to minimise errors and reduce manual tasks Successfully led large, multi-faceted teams, implementing strategies and business plans
- Client relationship management
- Strategic investment analysis
- Recruitment and selection
- Investment analysis
Custom
References will be furnished upon request.
Languages
English
Advanced
C1
Malay
Advanced
C1
Tamil
Intermediate
B1
Certification
Certified Life Planner and Marketer (CLPM)
Personal Information
- Age: 47
- Ethnicity: Indian
Interests
- Reading
- Travelling
- Hiking
Accomplishments
- Managing over RM3 Million worth of asset under management for both cash and EPF investors. first year
- Achieved RM90,000 in sales within 1 months and established partnership with 4 new hospitals through strong negotiation and client relationship management.
Timeline
Unit Trust Executive Advisor
MANULIFE ASSET MANAGEMENT SERVICES SDN BHD
07.2025 - Current
Senior Human Resource and Admin Executive
INTEGRA HEALTHCARE TECHNOLOGY SDN BHD
05.2025 - 07.2025
Head of Sales and Marketing
JAYA GLOBAL MARKETING SDN BHD
07.2023 - 05.2024
Personal Assistant to Group Chief Operating Officer
INTELEK CERIA SDN BHD
01.2022 - 06.2023
Administrator to the General Manager
COLUMBIA HOSPITAL-SETAPAK
07.2015 - 01.2022
Unit Trust Executive Adviser
MANULIFE ASSET MANAGEMENT SERVICES SDN BHD
04.2013 - 07.2015
Administration Executive
PETRA GROUP
11.2008 - 03.2013
Customer Care Executive
TELEKOM (M) SDN. BHD.
03.2001 - 10.2008
Administration Executive
TAWAKAL HOSPITAL
01.1997 - 02.2001
Account Assistant
YAOHAN (M) SDN. BHD
06.1996 - 12.1996
SPM (2nd Grade) -
Sekolah Menengah Convent, Taiping, Perak
UPSR (2A, 1B, 1C) -
Sekolah Rendah Convent Kota, Taiping
Certificate in Investment-Linked Life Insurance - Life Insurance
The Malaysian Insurance Institute (MII)
Certificate in Financial Planning -
MCIS Zurch
Certificate in Basic Agency Management Course -
MCIS Zurich
Pre-Contract Examination for Insurance Agents certificate -
The Malaysian Insurance Institute (MII)
Certificate in Unit Trust -
Federation of Malaysian Unit Trust Managers
Diploma in Information Technology -
SAL Group of Colleges