Wen Jack Too
Mortgage Team Sales Manager
Johor Bahru, Johor,01
Summary
Proven leader at HSBC Bank Malaysia Berhad, adept in sales coaching and client acquisition, I spearheaded team transformations, boosting sales through innovative training and market analysis. My collaborative approach with underwriters and dedication to continuous education and mentorship underscore my industry expertise and commitment to excellence. Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mortgage Team Sales Manager
HSBC Bank Malaysia Berhad
08.2023 - Current
- Increased overall team sales by implementing innovative training programs and coaching techniques.
- Adapted quickly to new products or services offerings by maintaining ongoing education initiatives for both myself and my team.
- Mentored junior sales representatives, providing guidance on best practices and helping them achieve their goals.
- Collaborated with underwriters to expedite loan decisions, successfully meeting clients'' needs and expectations.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Analyzed market trends to identify new business opportunities and areas for expansion.
- Monitored individual performance closely, providing constructive feedback during regular one-on-one meetings with each team member.
Bancassurance Marketing Executive
Zurich General Insurance Malaysia Berhad
07.2022 - 08.2023
- Collaborated closely with sales teams to ensure alignment between promotional activities and revenue goals.
- Managed relationships with key industry partners and implemented promotional initiatives to maximize marketing program performance.
- Planned and executed events and marketing programs.
- Communicated marketing strategy and campaign performance to verify alignment with corporate sales objectives.
- Onboarded new customers efficiently by developing database listings, uploading information, and defining related lists.
Senior Mortgage Specialist
HSBC Bank Malaysia Berhad
01.2020 - 06.2022
- Reduced errors in mortgage documentation through meticulous attention to detail and thorough reviews of loan packages.
- Collaborated with underwriters to expedite loan decisions, successfully meeting clients'' needs and expectations.
- Achieved seamless communication between all parties involved in the transaction by acting as a liaison between borrowers, underwriters, and closing agents.
- Contributed to company growth by consistently exceeding sales targets through proactive client outreach and excellent product knowledge.
- Built lasting relationships with clients by providing exceptional customer service, fostering trust and loyalty.
Education
Bachelor (Hons) of Accounting & Finance -
Lancaster & Sunway University
Selangor 04.2001 -
Cambridge A-Level - Commerce
Crescendo International College
Johor Bahru 04.2001 -
Skills
Sales Presentations
Languages
Mandarin
Native language
English
Advanced
C1
Bahasa Malayu
Upper intermediate
B2
Certification
Certificate In Insurance (General)
Timeline
Certificate In Insurance (General)
03-2024
Mortgage Team Sales Manager
HSBC Bank Malaysia Berhad
08.2023 - Current
Bancassurance Marketing Executive
Zurich General Insurance Malaysia Berhad
07.2022 - 08.2023
Senior Mortgage Specialist
HSBC Bank Malaysia Berhad
01.2020 - 06.2022
Bachelor (Hons) of Accounting & Finance -
Lancaster & Sunway University
04.2001 -
Cambridge A-Level - Commerce
Crescendo International College
04.2001 -
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