Nick Lo Email & Phone Number

Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia

- Successfully assisted various small and medium-sized enterprises (SMEs) in securing loans from various financial institutions- Provided expert guidance to SMEs on loan eligibility criteria, documentation requirements, and other loan-related matters- Conducted in-depth financial analyses of SMEs to assess their creditworthiness and loan repayment capacity- Developed strong relationships with multiple banks and financial institutions, enabling access to a diverse range of loan options for SMEs- Negotiated loan terms and conditions on behalf of SME clients to secure the best possible loan deals- Advised SMEs on loan repayment strategies and provided ongoing support throughout the loan tenure- Collaborated with cross-functional teams, including legal and compliance teams, to ensure smooth loan processing and disbursement- Maintained accurate records and documentation of all loan-related activities to ensure compliance with regulatory requirements- Continuously updated knowledge of market trends and changes in loan products to provide up-to-date advice and recommendations to SMEs.

Petaling Jaya

- In charge for planning and acquire new account for the company.- Planing and customize solution & marketing strategy via channel such as Google, Facebook, and relative channels.- Managing clients through the sales cycle from pitching to after sales servicing, and cross selling.- Currently managing corporate accounts such as SP Setia, SkyWWorld, & Paramount Property.

- Find new sales opportunity for corporate lending products from companies that are new to bank.- Build relationship and rapport with key person of the company.- Conduct necessary risk assessment on clients who are new to bank.- Ensure timely followup to ensure the sales process is completed within designated time frame.- To achieve sales target on corporate loan product on a monthly basis.

- Achieve monthly target for consumer financing products & investment.- Build relationship and rapport with high net-worth individual- Provide advice to customer on various investment instruments.- Managing operation on branch level to enhance business process for high net worth individuals. - Certified in PCE A, B, C, takaful, Ceili, FIMM, & IPPC

- Actively seek out new company leads.- Complete sales process from pitching prospect to after sales service.- Maintain consistent professional and high service level in sales process. - Ensure sales process is within standard of procedure.- Actively seek out opportunities to cross sell to customer.- Resolve complaint, financial difficulties, and various banking related request of customers.

- Cater and solve customers' inquiry regarding their orders, company's product, and complaints.- Working closely with Logistic, Showroom, and Project department to ensure the order deliveries and service quality.- Establishing customer database from the daily call-ins.- Provide out flow customer service via sms system