Tee Billie

Tee billie

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location of Tee BillieWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Followers of Tee Billie124 followers
  • Timeline

  • About me

    Senior Manager at AmFunds Management Berhad | Expert in Business Relationship Management

  • Education

    • Open university malaysia

      2008 - 2013
      Bachelor's degree marketing/marketing management, general
    • Open university malaysia

      -
      Bachelor in management management
  • Experience

    • Jb cocoa

      Jan 2004 - Jun 2007
      Shipping coordinator

      Handle import/export document for container freight shipping and arranging the shipments matters

    • Round the world logistics corp (m) sdn bhd

      Jun 2007 - Apr 2009
      Sales executive

      Accountable for negotiations of contracts, ocean freight, marine insurance premiums, special rebates on port charges and etc. and expand the business.

    • China ocean shipping company (cosco)

      Apr 2009 - Jun 2010
      Sales officer

      Secure and expand business of existing customers and new accounts, re-secure lost account (if any), feedback to cover customer progress report, action plan, market and competitors activity

    • Citi

      Jul 2010 - Jul 2012

      Main responsibility is to provide a sound recommendation to clients in managing their financial goals Acquiring new to bank customer, deepen the relationships with mass affluent customers with the objectives of generating revenue and meeting target assigned.

      • Citigold Relationship Manager

        Jun 2011 - Jul 2012
      • Personal Banker

        Jul 2010 - Jun 2011
    • United overseas bank (malaysia) bhd

      Aug 2012 - Jan 2013
      Privilege banking relationship manager

      Maintain a strong relationship with customers in managing their financial portfolio through appropriate recommendation. Grow the business in generating more revenue and new to bank customers.

    • Hsbc retail banking and wealth management

      Feb 2013 - Oct 2015
      Premier relationship manager

      Managing Premier clients portfolio through an in-depth understanding of their goals and objectives. Play an important role in assisting clients to achieve their financial goals via professional advice in recommending the right solution.

    • Aham capital

      Nov 2015 - Jan 2023
      Account manager

      Maintain a good working relationship with distributors, focusing on expanding the AUM/business from key distributors. Ensure the department revenue target is meet via proactive planning on product launching and funds strategy update to distributors.

    • Amfunds management berhad

      Apr 2023 - now
      Senior manager
  • Licenses & Certifications

    • Unit trust consultant

      Federation of investment managers malaysia
      Oct 2010
    • Private retirement scheme consultant

      Federation of investment managers malaysia (fimm)
    • Marketing representative

      Securities commission malaysia