Andrew Mc Caleb

Marketing Executive at Berjaya Sompo Insurance Berhad
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Contact Information
us****@****om
(386) 825-5501
Location
Kuala Lumpur, Kuala Lumpur, Malaysia, MY

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Bio

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Credentials

  • Certificate examination in Investment-Linked life Insurance
    The Malaysian Insurance Institute
  • Federation of Investment Managers Malaysia
    Federation of Investment Managers Malaysia
  • Pre –contract examination for Insurance agent ( General)
    The Malaysian Insurance Institute
  • Pre-contract examination for Insurance agent (life)
    The Malaysian Insurance Institute
  • Takaful Basic Examination ( Life and General)
    Malaysian Takaful Association

Experience

    • Marketing Executive
      • Jul 2018 - Present

    • Personal financial advisor
      • Sep 2017 - Jul 2018

      · Advice and assist Maybank customers in managing their wealth (financial Planning) · Analyses and investigate Maybank customer’s financial risk and potential · Educate Maybank customers about Bancassurance and Unit Trust products · Deliver excellent services to Maybank customers by exceeding relationship with existing Maybank customers as well as establish excellent network with new customers. · Assist in branch everyday operation to ensure smooth and compliance workflow.·… · Advice and assist Maybank customers in managing their wealth (financial Planning) · Analyses and investigate Maybank customer’s financial risk and potential · Educate Maybank customers about Bancassurance and Unit Trust products · Deliver excellent services to Maybank customers by exceeding relationship with existing Maybank customers as well as establish excellent network with new customers. · Assist in branch everyday operation to ensure smooth and compliance workflow.· Assist sales and marketing manager in promoting and strategizing marketing plan. Show more Show less

    • Internship
      • May 2016 - Aug 2016

      · Assist Marketing director to Copywriting, Product Branding, Sales and Promotion to both online and offline medias and Communicating with client.

Education

  • Universiti Tunku Abdul Rahman (UTAR)
    -
  • Tunku Abdul Rahman University College
    -

Community

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