S Lam

Experience

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  Public Bank

  Jun 2012 - May 2016

  Senior Finance Executive

  1. Initially, I’m a Senior Financial Executives which responsible to achieve my assigned targets for banking products. 2. Monitor closely for my sales progress to meet expected sales productivity (ensure my own target achieved within the time given) including Bancassurance, Unit Trust, Credit Card, Will Writing and CASA target.3. Utilized my consultative sales approach to define customer goals and develop solution that cultivated strong relationships with customers.4. Upholding bank reputation and display a professional image to customers.5. Buddy system with my juniors to keep track on the sales progress and conduct branch visit to observe them in term of approaching customer skills and staff relationship with the branch.6. After 2 years, I had been assigned to manage a group of juniors and maintained my top ranking in nationwide. 7. Oversee a team of junior ensure all sales activities are established and achieved the sales target.8. Conducting and organizing various Promotional Product Activities (Daily/Weekend Event) for sales purposes in the branches that under my care.9. Planning and arrange the sales activities and sales team for branch roadshow event to boost up the sales figures. Show less

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  Manulife

  Jun 2016 - Jan 2017

  Business Development Manager

  1. Responsible to deal with Regional Manager and Branch Managers for the partnership strategy and planning on bancassurance products.2. Effectively manage a sales team consists of Relationship managers and Personal Financial Consultants under my cluster to ensure the business growing and achieve business target assigned.3. Monitor closely for the individual sales progress and delivered the expected sales productivity on monthly basis. 4. Regularly conduct branch visit to keep track on their sales progress and discuss with branch manager on the action plan to be done.5. Servicing, developing and managing the bank channel as well as their branches for Banca products. 6. Conducting new product training and sales motivation training to the sales team.7.Preparing and presenting various reports and statistics to regional manager in the monthly meeting and performance review meeting. Show less

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  HSBC

  Feb 2017 - May 2019

  Sales Manager

  1. To champion and drive a culture that supports the HSBC Amanah brand experience.2. To create positive staff morale, motivation and actively manages performance of the sales team.3. To safeguard the Bank from loss and always protects the Bank’s reputation.4. To maintain HSBC internal control standards / ensures high standard of operational efficiency in the branch.5. To meet / exceed sales targets and contribute towards the branch's business and bottom line, in line with the Amanah’s strategy.6. Create positive staff morale, motivation and actively manage performance of the team.7. Develop action plan and marketing strategy to promote fee based products.8. Well plan to meet sales targets and contribute towards the branch's business and bottomline, in line with the HSBC’s strategy.9. Oversee the overall day-to-day management towards increasing operational efficiency andprofit maximisation. Show less

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  Manulife

  May 2019 - Dec 2019

  Financial Advisor

  1. Establish effective working relationships with our partners and internal teams to deliver an unsurpassed customer experience.2. End to end insurance service including customer needs identification, solution recommendations, application process and inforce servicing. 3. Maintain a high level of professionalism and excellent customer service. 4. Build a positive relationship with our partners by ensuring quality business referrals and providing product knowledge and skills training.5. Take the lead in planning the referral activities with our partners to help them meet their business objectives.6. Take charge in client segmentation exercise with our partners to ensure quality of referrals.7. Provide excellent after sales service to HNW customers after policy issuance which including but not limiting to policy delivery, annual review and amendment to policy.8. Foster and maintain close relationship with our partners.9. Ensure self-compliance with all relevant regulatory requirements for sales and behavior that aligns with our Company values. Show less

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  FWD Insurance

  Dec 2019 - Jul 2022

  1. Negotiate with Partners to meet appropriate needs and benefits the Company such as sales tools, commission rates, Marketing allowance , process flow for smooth product distributions.2. Exploring new product potentials, businessopportunities, process flow improvement to be made available under Bancatakaful platforms.3. Maintain good rapport with other departments such as Distribution channels, Product Development, Audit, Risk, Shariah, IT, operations, and compliance in order to get the products and the process flow approved and successfullyimplemented.4. Conduct meeting with Partners and business unit on monthly basis or any arrangement agreed by both parties to firm up strategies for achieving target, business review and operational process improvement.5. To review and formalize Distribution Agreement (DA) and Service Level Agreement (SLA) or any other document for all related Bancatakaful products as to ensure the fundamental items for the products are in accordance.6. Work closely within the department and internal stakeholders in undertaking tasks for projects completion.7. Proactively initiates, develops and maintains effective working relationship with team members and seek opportunities to promote and enhance knowledge base and proficiencies.8. To undertake ad-hoc and any of other task/ assignment as and when assigned by the Head of Department. Show less

  • Key Account Manager

    Jan 2022 - Jul 2022

  • Business Development Manager

    Dec 2019 - Jan 2022
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  Hong Leong Bank Berhad

  Aug 2022 - Feb 2024

  Product and Partnership Manager

  To drive on Product and Sales Development , New and existing Partnership Engagement, IT Project, Training Development and Digital Marketing

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  AmMetLife

  Mar 2024 - now

  Product Implementation Manager