Nick Lo

Nick Lo Email and Phone Number

Managing Partner @ IWealth Capital Sdn Bhd
Nick Lo's Location
Petaling Jaya, Selangor, Malaysia, Malaysia
About Nick Lo

9 Years in sales position across various industries. I believe a successful sales is balance between managing company's target, while providing client with critical solutions to achieve their business goal.Competencies: Google Adwords, Facebook advertising, Corporate sales, Marketing planning.

Nick Lo's Current Company Details
IWealth Capital Sdn Bhd

Iwealth Capital Sdn Bhd

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Managing Partner
Nick Lo Work Experience Details
  • Iwealth Capital Sdn Bhd
    Managing Partner
    Iwealth Capital Sdn Bhd Apr 2018 - Present
    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.
  • Locus-T Online
    Business Development Specialist
    Locus-T Online Feb 2016 - Apr 2018
    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.
  • Alliance Bank Malaysia Berhad
    Business Development Manager
    Alliance Bank Malaysia Berhad Jun 2015 - Dec 2015
    - 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.
  • Maybank
    Relationship Manager
    Maybank Oct 2013 - Jun 2015
    - 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
  • Ocbc Bank
    Personal Financial Consultant
    Ocbc Bank Jun 2011 - Sep 2013
    - 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.
  • Malaysian Mosaics Sdn Bhd
    Showroom Consultant
    Malaysian Mosaics Sdn Bhd May 2010 - May 2011
    - 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

Nick Lo Skills

Sales Digital Marketing Business Development Social Media Account Management Microsoft Office Microsoft Excel Customer Service Sales Presentations Corporate Sales Management New Business Development

Nick Lo Education Details

Frequently Asked Questions about Nick Lo

What company does Nick Lo work for?

Nick Lo works for Iwealth Capital Sdn Bhd

What is Nick Lo's role at the current company?

Nick Lo's current role is Managing Partner.

What schools did Nick Lo attend?

Nick Lo attended Abertay University.

What skills is Nick Lo known for?

Nick Lo has skills like Sales, Digital Marketing, Business Development, Social Media, Account Management, Microsoft Office, Microsoft Excel, Customer Service, Sales Presentations, Corporate Sales Management, New Business Development.

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