Experience

ShareInvestor Pte Ltd

• Singapore
• Capital Markets
• 1 - 100 Employee

• Team Leader, Business Development

  • Nov 2014 - Present

  • Meet and exceed sales targets by negotiating and closing new and existing clients• Develop competitive and innovative solution that add value to clients• Prepare professional and winning proposals• Develop opportunities to cross-sell products to existing and new clients• Create sales opportunities by actively meeting up business partners to maximise sales or for referral• Generate prospective clients through following up on qualified leads• Perform effective presentations to clients• Perform regular reviews with secured accounts to ensure clients’ satisfaction • Monitor credit performance of client and take corrective action when needed• Monitor competitors, market conditions and report on new opportunities for growth• Strategic brainstorming and implementation of new business development initiativeAchievements:Successfully brought in more than RM 300,000 of sales in 3 Quarters in 2017 and managed to secure my commission. In 2016, the target assigned to me was RM 850,000 (new sales), and I have successfully exceeded the target by 130%, which comes to RM 1,100,000.A few highlights of my recent Business Development achievement in ShareInvestor:• Managed to tender the translation projects in Bursa Malaysia (The Stock Exchange of Malaysia)• Complete Telco Investor Relation (Digi, Axiata, Maxis & TM)• Conversion rate from IR to Website (Cross Sell from Investor Relation to Website or other ala-carte services)



AmBank Berhad

• Personal Banker

  • Jan 2011 - Nov 2014

  • Generated and championed tactical strategy to expand the consumer market portfolio• Ensured personal KPI aligned with Branch KPIs and eventually bring in revenue impact to company• Obtained bigger market share within the consumer segment by identifying potential clientele through effective marketing & sales strategy• Provided professional financial advice to help customers identify their investment needs• Formulated competitive and highly-profitable financial solutions through experienced knowledge in investment trend• Created excellent retention strategy to minimize churn rate of customers• Provided after sales customer service to ensure excellent customer experience• Enriched personal knowledge in banking products and services in order to provide all rounded financial consultation to customers• Prepared action-plan every quarter to define the sales direction and execution strategy Achievements:• Consecutively ranked as the top 10 nationwide personal banker from Year 2013. Which I have exceeded the overall target by 150%. • I have been awarded twice as the top achiever in Fixed Income Fund by achieving over 445.44%. In addition, I have been holding the record as the top 10 nationwide Personal Banker since 2013.



CIMB

• Malaysia
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • May 2010 - Dec 2010

  • Achieved agreed sales targets and profit objectives by acquiring, growing and retaining profitable retails Banking customer relationships, through effective consultative selling and creative structuring of financial solutions that meet customer needs• Acted as the touch point for consumer and the firm, and provide financial solution both in short term and long term• Generated the targeted revenue by aligning company objective and existing products• Ensured the smooth process of reaching out the new financial product to mass marketAchievement:• CIMB – I was the Relationship Manager which only focuses on the depository portion. During the tenure with CIMB, I’ve managed to secure RM 10,000,000 FD from stopping my clients in transferring the funds to other banks.



ChartNexus

• Malaysia
• Financial Services
• 1 - 100 Employee

• Event Manager

  • Aug 2007 - Apr 2010

  • Acted as the strategic marketing platform to champion the publicity of the company products• Identified the potential audience and execute the appropriate strategy to tackle the sign up numbers• Coordinated on the event budget and acts as the guard dog on the event finance• Strategized on the Go-To-Market process flow, and generate marketing plans to increase the person signing up to the event• Ensured the event flow is carried out as planned, and promote the company’s products to the audiences• Delivered the sales target through telephony sales technique• Proactively marketed the existing company products to prospective and pre-existing user, and provided rich product knowledge to access to the market• Managed the sales team to deliver the sales target at the event• Conducted the product briefing to the sales team, and ensure that they are compatible with product knowledge• Promoted the product to higher level customer, and provide them relevant product briefingAchievements:I started there as an Event Executive in ChartNexus, and promoted to be the Event Manager that managed 8 employees during my second year with ChartNexus.A few key highlights of my achievement in Chartnexus:• On personal achievement note, I closed at least 4 cases through the follow-ups of the attendees each week.• My team has successfully brought in averagely RM 90,000 per week sales on Course & Software Subscription, which about least 15 cases from 1 weekday & 1 weekend event.• The incentive threshold was positioned at 5 cases for every event, and as for the highest achievement during my tenure, me and my team have closed 22 cases in 1 single event which approximately brought in revenue of RM 100,000.