Ahmad Naqiuddin Ismail

Partner Lead at PolicyStreet
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Contact Information
Location
Shah Alam, Selangor, Malaysia, MY
Languages
  • Arabic Professional working proficiency
  • English Full professional proficiency
  • Malay Full professional proficiency

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FATIN H.

I knew Naqi through his participation as a secretary for my faculty's entrepreneurship week event in 2019. Having a cheerful personality, I have seen him as a creative individual that enabling him to give fresh new ideas and solutions in tackling problems occur in the event. Have a great eye of detail, Naqi able to provide me with a clean and simplify event's report.

Irfan Othman

The most energetic and enthusiastic person I have ever met. Conversations with him are never dry and are always meaningful. Though younger by a year, I believe Naqiuddin posseses a higher level of knowledge than I do. Hope to see what’s in store in the future for this man of great talent.

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Credentials

  • Business Analysis Foundations
    LinkedIn
    Feb, 2021
    - Sep, 2024
  • AI in Fintech Essential Training
    LinkedIn
    Jan, 2021
    - Sep, 2024
  • Excel Essential Training (Office 365/Microsoft 365)
    LinkedIn
    Jan, 2021
    - Sep, 2024
  • Finance for Non-Financial Managers
    LinkedIn
    Jan, 2021
    - Sep, 2024
  • edX Verified Certificate for Financial Development and Financial Inclusion
    edX
    Jan, 2021
    - Sep, 2024
  • Shariah Compliance Executive Training
    Malaysia Young Shariah Scholars Association (MYSSA)
    Nov, 2019
    - Sep, 2024

Experience

    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Partner Lead
      • Mar 2022 - Present

      Account manager for two of the biggest portfolios for PolicyStreet.• Maintaining relationships with existing partners and continuously seeking businessopportunities optimization.• Work closely with Tech department to develop features for smoother partner onboarding.• Liaise closely with over 20 insurer account managers and underwriters to monitorengagement, and project timeline management.

    • Customer Experience Lead
      • Apr 2021 - Mar 2022

      • Provided an overarching strategy and vision for the team to follow.• Enhanced framework of customer touchpoints, digital, direct, chatbot and automation, thathas enabled the team to create a consistent customer experience across all channels,influence the customers, and to guide them in using the platform.• Directly dealt with insurance partners in order to provide seamless customer experiencefor claims, policies and underwriting guidelines.

    • Customer Experience Associate
      • Feb 2021 - Apr 2021

      Managed End-to-End Client Onboarding and ensure the delivery of excellent customerexperience through providing policy quotation and issuance.

    • Malaysia
    • Banking
    • 700 & Above Employee
    • Personal Financial Advisor Trainee
      • Sep 2020 - Feb 2021

      • Well versed in Maybank products and services, focusing on wealth management & financial planning such as Maybank investment products, insurance, and financing.• Identify and build rapport with potential investors.• Closed 1 investment product and 2 life insurance products, valuing RM630,000.• Assist existing customers transition to Maybank Digital Banking Platform.• Assist new prospects in opening saving, current and SME account and provide relevant documents in complying with Bank Negara Malaysia guidelines.• Participate in sales launches and data mining for potential customers and source for new business.

    • Malaysia
    • Retail Apparel and Fashion
    • 1 - 100 Employee
    • Data Entry Specialist
      • May 2020 - Jul 2020

      Khatam Festive Apparel Sdn Bhd is an online store established in 2012 and specialises in menswear. As a data entry specialist , i’ve been assigned to manage their inventories and process incoming orders. I handled over 200 orders daily and also maintain various datasets that are pertinent to the company, namely Khatam's customer database and transaction data. Aside from inventory and datakeeping, I am also responsible for Khatam's top tier customer aftercare service that often attracts customers to become loyal fans of the brand.

    • Malaysia
    • Education Administration Programs
    • 1 - 100 Employee
    • Junior Executive Of Events
      • Dec 2018 - Feb 2020

    • Malaysia
    • Higher Education
    • 500 - 600 Employee
    • Bachelor of Business Administration Council
      • 2019 - 2020

      - Head of Public Relations for Entrepreneurship Talk and BBA Business Pitching Competition - Program Manager and collaborated with Malaysia Productivity Corporation (MPC) for the BBA CEO Talk

    • Kulliyyah of Economics and Management Sciences Presidential Office
      • 2018 - 2019

      - Program Coordinator for the Economics Festival Charity Concert - Head of Sponsorship and secured sponsors for the EMSS Challenge- Head of Public Relation for the PKNS SMART Entrepreneurship UIA Program 2017 and 2018

    • Strategic Planning and Sales Associate
      • Jul 2012 - Oct 2019

    • Malaysia
    • Fundraising
    • 1 - 100 Employee
    • Finance and Marketing Intern
      • Jun 2019 - Sep 2019

      I had the opportunity to perform a financial audit of their business income and expenses from 2013 until 2018. This experience was also meaningful to me as it also allowed me to interact with B40 cancer patients as part of my data collection and refining process. I had the opportunity to perform a financial audit of their business income and expenses from 2013 until 2018. This experience was also meaningful to me as it also allowed me to interact with B40 cancer patients as part of my data collection and refining process.

    • Education Administration Programs
    • 1 - 100 Employee
    • Head of Bursa Relations
      • Sep 2017 - Sep 2019

      - Developed a wide network through event planning including key opinion leaders in the field. Also I had the chance organize an event on the fundemental of investing (Bursa Mastery) and Bursa Investor Challenge on Stock Trading Simulations - Developed a wide network through event planning including key opinion leaders in the field. Also I had the chance organize an event on the fundemental of investing (Bursa Mastery) and Bursa Investor Challenge on Stock Trading Simulations

    • Egypt
    • Advertising Services
    • Volunteer
      • Feb 2018 - Oct 2018

      - Actively participated in a fundraiser- Involved in the recruitment of INVOKE’s Polling & Counting Agents (PACA). - Actively participated in a fundraiser- Involved in the recruitment of INVOKE’s Polling & Counting Agents (PACA).

    • Student Volunteer
      • Sep 2016 - Oct 2016

Education

  • International Islamic University Malaysia
    Bachelor of Islamic Finance, Islamic Finance
    2017 - 2020
  • International Islamic University Malaysia
    Centre for Foundation Studies IIUM, Economics and Management Sciences
    2015 - 2016
  • Integrated Islamic School Kota Damansara
    IGCSE
    2008 - 2014

Community

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