• Spearheaded the acquisition and management of high-value clients and partners, leveraging advanced marketing strategies and networking to expand the firm’s client base and drive revenue growth.• Directed the onboarding process for new clients and partners, ensuring seamless account setup, compliance with documentation requirements, and providing expert support to address complex account issues and inquiries.• Developed and delivered comprehensive training programs and educational resources for clients, focusing on advanced trading strategies, market analysis, and effective use of trading platforms.• Ensured rigorous adherence to industry regulations and internal policies, including anti-money laundering (AML) and know-your-customer (KYC) protocols, while maintaining up-to-date knowledge of regulatory changes.• Acted as a key point of contact between clients, partners, and the brokerage, effectively communicating client feedback to enhance service offerings and ensuring timely dissemination of critical updates and information.• Executed high-impact marketing campaigns and promotional events to boost client engagement and retention, including webinars, seminars, and targeted digital marketing efforts.• Analyzed clients and partners activity and performance metrics, generating detailed reports to provide actionable insights to clients and senior management, supporting strategic decision-making.• Oversaw the payment processing operations, ensuring accurate and timely transactions, managing payment gateways, and resolving any payment-related issues to ensure smooth financial operations.• Cultivated and maintained robust relationships with clients and partners, understanding their needs and delivering tailored solutions to enhance their trading experience and overall satisfaction.

• Spearheaded the acquisition and management of high-value clients and partners, leveraging advanced marketing strategies and networking to expand the firm’s client base and drive revenue growth.• Directed the onboarding process for new clients and partners, ensuring seamless account setup, compliance with documentation requirements, and providing expert support to address complex account issues and inquiries.• Developed and delivered comprehensive training programs and educational resources for clients, focusing on advanced trading strategies, market analysis, and effective use of trading platforms.• Ensured rigorous adherence to industry regulations and internal policies, including anti-money laundering (AML) and know-your-customer (KYC) protocols, while maintaining up-to-date knowledge of regulatory changes.• Acted as a key point of contact between clients, partners, and the brokerage, effectively communicating client feedback to enhance service offerings and ensuring timely dissemination of critical updates and information.• Executed high-impact marketing campaigns and promotional events to boost client engagement and retention, including webinars, seminars, and targeted digital marketing efforts.• Analyzed clients and partners activity and performance metrics, generating detailed reports to provide actionable insights to clients and senior management, supporting strategic decision-making.• Oversaw the payment processing operations, ensuring accurate and timely transactions, managing payment gateways, and resolving any payment-related issues to ensure smooth financial operations.• Cultivated and maintained robust relationships with clients and partners, understanding their needs and delivering tailored solutions to enhance their trading experience and overall satisfaction.

• To target B2B & B2C market in order to develop new business opportunities with potential customers or business partners. To promote & sell standard as well as customized Royal Selangor and other range of jewelry products to corporate customers. • Identify business development opportunities, reaching out to new business (B2B & B2C) customer and making presentation or pitches outlining the benefits and unique selling proposition of products/services. • To build and maintain relationship with potential and existing customers.• Strong product presentation, customer relationship and business development skill to handle corporate inquiries and sales.

• To actively research, identify and develop list of potential clients and Partners to the business. • To establish contacts with prospects at appropriate level of seniority. • To prepare presentation the products or services of the company and regularly present at meetings. • To negotiate terms of business and conditions i.e. commercial aspects and contract with the prospects. • To develop and refine strategy for successful implementation of each new Partnership. • To secure and manage business from other revenue streams i.e. database marketing initiatives or campaigns. • To foster good relationship with the customers, help them get more out of the partnership. • To maintain and participate actively with company clients account.

• To develop business and ensure increased earnings, andutilization of all banking products including Malaysianequities, commercial papers, bonds, IPOs listing and unit trustfunds through the development of appropriate value chains.• To acquire and manage customer relationships through proactiveand consultative approach and detailed understandingof existing customers’ businesses to enhance liabilities andrevenues.• To acquire profitable new customers for the banking businessthrough creation, development and maintenance of highquality advisory relationship including effective consultativeselling and creative restructuring of financial solutions.• To conduct customer meetings and visits with defined callobjectives, desired outcomes and a well-constructed plan.• To deepen and secure existing and new business relationshipsthrough the analysis of needs and provision of products andservices.• To analyse and review quality of potentials and existingbusiness to ensure maximum profitability.• To manage and be the principal point of contact to the bank’srelationship with a designated portfolio of corporatecustomers and non-customers.• To cross sell for corporate business for the bank.• To ensure quality service delivery to Corporate Customers toachieve agreed service levels.• To prepare and maintain appropriate reports.• To achieve budgeted growth in banking business withinagreed and approved business risk parameters.

• To held responsibilities for all sales and marketing activities inassigned accounts and to achieve the monthly sales targetand certification requirements.• To examine financial statements, evaluate investmentopportunities, and provide advice to clients about possibleinvestment opportunities.• To prepare and report a variety of action plans and schedulesto identify specific targets including management reviews andadherence to goals.• To conduct presentations, proposals and communicate newproducts and services opportunities, developments,information, or feedback gathered through field activities toclients and the management.• To develop and maintain sales & marketing materials andcurrent product knowledge and participate in marketingevents such as seminars, trade shows, meetings, road shows,telemarketing events and other marketing programs.Achievement:Top Producer 2008 (Life Insurance Policies)

• To attract and onboarded new clients to the brokerage firm through targeted marketing strategies and relationship-building techniques.• Facilitate the account setup process for new clients, ensuring accurate completion of all necessary documentation and providing ongoing support for account-related inquiries and issues.• To Conduct educational sessions and created resources to assist clients in understanding trading platforms, market trends, and effective trading strategies.• Ensuring all activities were in strict compliance with relevant financial regulations and industry standards, including anti-money laundering (AML) and know-your-customer (KYC) requirements.• Acted as a liaison between clients and the brokerage, conveying client feedback to improve services and communicating important updates and changes.• To Develop and executed marketing campaigns, including webinars and promotional events, to increase client engagement and expand the client base.• To Monitor client activities and performance, providing detailed reports and insights to both clients and the brokerage to support informed decisionmaking.• Built and maintained strong, trusting relationships with clients,understanding their needs, and offering tailored solutions to enhance their trading experience.• Maintained high ethical standards and transparency in all client interactions, ensuring that clients' best interests were consistently prioritized.

• To held responsibilities for all sales and marketing activitiesinvolving vehicle sales, loans, insurance, and etc.• To develop sales strategies and set monthly sales targets.• To keep up to date with products and competitors.• To represent the organization at trade exhibitions, events,and promotions.• To maintain and develop relationships with existingcustomers in person, via telephone calls and emails.• To negotiate the terms of an agreement and closing of sales.• To negotiate on price, costs, delivery and specifications withbuyers and managers.• To advise on forthcoming product development anddiscussions on special promotions.• To make accurate, rapid cost calculations and providingcustomers with quotations.• To gather market and customer information and feedingfuture buying trends to the organization.