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Jason Kok

Senior Sales and Marketing Executive

258 followers

Rawang, Selangor, Malaysia

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Timeline
About me
Account Manager at Alliance Bank Malaysia Berhad
Education
- First City University College
  2015 - 2017
  Bachelor's Degree in Business Studies/Administration/Management Business Management
  Major in Business Management graduated with first class honours
- KBU International College (KBU)
  2013 - 2015
  Diploma in Hospitality and Tourism Management Hospitality and Tourism Management 3.47
  Activities and Societies: - President of HOT Club (Hospitality and Tourism Club) - President of Event Management - Major in Hospitality and tourism management- Culinary art - Event Management
Experience
- Public Bank
  Jun 2017 - Jan 2019
  Senior Sales and Marketing Executive
  - Handle on the housing loan applications. - Follow up and monitor the housing loan application and disbursement process. - Ensure applicant satisfaction during and after the application process. - Cross-sell wide range of bank products such as MRTA, CASA, Credit card, etc.
- Hong Leong Bank Berhad
  Jan 2019 - Jul 2022
  - To provide "One stop" personal financing service solutions to SME & Corporate's individuals clients.- To provide financial advisory and cross-sell a comprehensive range of personal financingproducts and services.- Manage and build long-term relationships with clients.- Collaborate and maintain close relationships with internal stakeholders. - To handle offsite account opening for individuals and non-individuals.- Maintain close relationships with the companies and provide necessary information regarding company account and online banking.- To promote merchants and QR Pay. - Proposed suitable financial products to customers (Mortgage, Hire purchase, Personal loan & Credit card).- Conduct loan application proposals.- Supervise the loan application process and disbursement.- Liaised with solicitors, valuers, developers, and agencies for loan execution.- Utilized strong interpersonal and communication skills to serve customers.- Cross-sell other financial products.
  - Client Relationship Manager
    Dec 2021 - Jul 2022
  - Mobile Deposit Specialist
    Jul 2020 - Dec 2021
  - Senior Personal Financial Consultant
    Jan 2019 - Jul 2020
- Alliance Bank Malaysia Berhad
  Feb 2023 - now
  SME Account Manager
  -Manage the assigned SME portfolio.-Cross-sell the Bank’s products & services.-Acquire new quality loan / deposit customers.-Execute business plans and strategies set by the Bank.-Comply with all relevant rules and regulations governing the Bank’s business.-Collaborate with product specialists in enhancing utilization of banking facilities, including but not limited to Trade, Forex & Cash Management Solutions.
Licenses & Certifications
- Computerized Unit Trust Examination (CUTE)
  Federation of Investment Managers Malaysia (FIMM)
  Feb 2022
- PCEIA Life Insurance AC
  The Malaysian Insurance Institute
  May 2017
- PCEIA GENERAL INSURANCE AB
  The Malaysian Insurance Institute
  Aug 2022
- Certificate Examination in Investment Linked Life Insurance
  The Malaysian Insurance Institute
  Feb 2018

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