Yogeswaran Nilamecan
Wealth Planner
Klang,SELANGOR
Summary
Dynamic professional with a proven track record at Etiqa Family Takaful, excelling in lead qualification and relationship management. Skilled in team development and account growth, I have successfully driven sales through tailored insurance solutions, fostering trust and delivering impactful presentations to clients. Committed to achieving exceptional results in fast-paced environments.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Wealth Planner
Etiqa Family Takaful Berhad
08.2024 - Current
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
- Delivered informative presentations to
- potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
- Maintained high standards of customer service by building relationships with clients.
Freelance Tutor
Private Home Tuition Centre
01.2001 - Current
Life Advisor
Tokio Marine Life Insurance Berhad
02.2020 - 08.2024
- Contributed to team success by mentoring junior advisors, sharing knowledge and expertise in financial planning strategies.
- Maintained up-to-date knowledge of industry regulations, compliance requirements, and best practices in personal finance management.
- Conducted regular reviews of clients'' portfolios to identify opportunities for growth or rebalancing based on market trends or life changes.
- Facilitated estate planning conversations, guiding families through complex legal matters to ensure their wishes were documented appropriately.
- Assisted clients in setting realistic financial goals for long-term success and stability.
Wealth Planner
Zurich Takaful Berhad
05.2019 - 07.2024
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
Unit Trust Consultant
Public Mutual Berhad
04.2006 - 01.2016
- Conducted thorough market research to identify potential investment opportunities for clients'' portfolios.
- Streamlined reporting processes to deliver accurate and easily understandable updates on portfolio performance to clients regularly.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and investment products to better serve clients'' needs.
- Collaborated with colleagues to develop new investment strategies, enhancing overall team performance and knowledge sharing.
Senior Agent
MAA Insurance Alliance Berhad
12.1999 - 06.2005
Internal Auditor
Hirotako Holdings Berhad
03.2001 - 12.2002
- Produced audit reports.
- Documented recommendations to improve internal controls.
- Identified and reported audit issues.
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
Education
Bachelor Of Management (Accountancy) Hons - Management Accounting
University Technology Malaysia
Skudai, Johor 03.2001
Skills
Lead qualification
Timeline
Wealth Planner
Etiqa Family Takaful Berhad
08.2024 - Current
Life Advisor
Tokio Marine Life Insurance Berhad
02.2020 - 08.2024
Wealth Planner
Zurich Takaful Berhad
05.2019 - 07.2024
Unit Trust Consultant
Public Mutual Berhad
04.2006 - 01.2016
Internal Auditor
Hirotako Holdings Berhad
03.2001 - 12.2002
Freelance Tutor
Private Home Tuition Centre
01.2001 - Current
Senior Agent
MAA Insurance Alliance Berhad
12.1999 - 06.2005
Bachelor Of Management (Accountancy) Hons - Management Accounting
University Technology Malaysia
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