-Acquiring New-To-Bank Companies or Corporate Account and identifying customer’s business transaction and wallet size to offer solution according to their company’s need. -Supporting Standard Chartered branches by offering assistant to their customer which has enquiries on their company account. Responsible for Jalan Ipoh branch, Damansara Utama branch and Jalan Ampang branch.-Driving in a total deposit of RM3.3 million per month by acquiring new companies or getting more funds from the existing customers.-Study and understand customer’s need to offer financial solution accordingly. Example: credit facilities that they need, FX for their business transactions, online banking for company transactions and payroll, investments and insurance for their company.

Acquiring New-To-Bank Priority Banking customersHandling a portfolio of 350 priority banking customers with their banking transactions, wealth management, investment planning, portfolio reviews, maintain good relationship and deliver quality customer service.Actively meeting up with customers, understand their needs and giving suitable advice on wealth management.Cross-sale investments products, bank insurance, foreign time deposit, share margin finance, mortgage and business account.Ensuring new customers have smooth transition into Citibank ( check book, credit cards, ATM cards, etc. delivered on time )Total AUM of my portfolio is about RM185million. In which RM37million is into Unit Trust Investments, RM120million in Fix Deposit, RM5million in to Market Linked Investment, RM5million in Foreign Currency Time Deposit and RM18 million in current/savings account.My standard operating procedures (SOP) each month is to deliver RM36k revenue or RM1.8 million of UT sales to the bank. I am also required to bring in 3 new Citigold customers to the bank each month. In additional, I need to refer 3 customers to mortgage specialist, share margin financing, insurances and Citibusiness. Achievements /Examinations/Activities :Trainings Attended - Effective Selling; Consultative Selling Skills; Advanced Consultative Selling Skills; Seven Habits of Highly Effective Salespeople; Sales Management2 Passed the Federation of Malaysian Unit Trusts Managers certification ( FMUTM )3 Pre-Contractual Examination for Insurance Agents.4 Passed Citibank's regional Investment Sales test.5 Passed Citibank's Forex exams - basic FX, premium deposit, bonds and market- Linked investment.6 Attended "Ultimate Service workshop" (Citibank Wealth Management Institude)7 Consistently achieve and exceed target given - Achieved 108% last year8 Was awarded 'Citibank champion's club winner' in 2008

-To assist the department’s Deputy General Manager in the overall implementation of the Financial Products Marketing programs, with a specific focus on new business development, events, promotions and relationship marketing-Responsible for the overall marketing operation of the Financial Products-To assist the department head business and relationship development to meet annual budgeted growth-To assist the department head to develop a conducive environment necessary to compete for business and increase of market share-To establish and maintain effective communication with branch offices, external customers and business partners-Initiate, plan and implement effective marketing and awareness programs to meet the targeted business growth