Conduct corporate presentation and coordinate other related marketing activities. In charge of public database management, communication and analytic (including data cleansing, reviewing and uploading). Prepare and coordinate statistic/industry update and review reports. Review educational materials for in-house usage. Project Management - Website revamp and migration, e-retirement calculator and UAT management. Identify the cause combined with qualitative and quantitative approaches to measuring and managing Marketing department's risk.

Maintained and updated Policies & Procedures Manual relating to Product Approval Process. Managed the product development and approval process for new and existing funds/services for submission to regulators and regional counterparts. Prepared submission checklist and documents to Securities Commission Malaysia. Responsible for market research and keeping abreast with the latest development of the Unit Trust and Private Retirement Schemes industries.

Business tie-up for product development, distribution, service support and sales promotions within the group. Prepared submission checklist and documents to Securities Commission Malaysia. Responsible for market research and keeping abreast with the latest development of the Unit Trust.

Conducted weekly product training to sales executives. Developed and updated training and marketing materials. Supported and assisted other Sales Channels in sales activities, event management and areas pertaining to the development of the business.

Initiated and coordinated the development of new products and services for unit trusts and asset management. Prepared and established comprehensive marketing plans including proposals for internal and authorities’ approval for the new products/services. Collaborated with other departments/units for strategic research and analyses on the industry to generate creative ideas on the development of new products. Undertook general management tasks related to the Marketing Department/Product Development unit.

Achieved mortgage sales target and retaining client relationships. Cross sold and marketed bank’s products and services. Supervised junior staffs.

Identified and developed new business as well as reciprocal businesses and areas of cooperation whenever there were opportunities. Ensured that all business partners' pre-sales & post-sales inquiries and documentation were promptly attended to.

CFP Malaysia

2nd Upper

Advanced Diploma - The Association of Business Executive (UK)