WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Hello there! I am Eugene. Over the years in working in a Financial Institution, I have developed an interest in the area of:- 1) Relationship & Stakeholder Management. 2) Business & Fundamental analysis. Being a curious individual, my main area of interest still revolves around international business and its operating environment. I am open and excited to explore opportunities beyond the Financial Institutions, to be delivering high impact projects for the community / organisations! Contact me here or via [email protected]
- Managing, planning and executing campaigns & products test analysis for CASA products by liaising with internal & external stakeholders. - Performing data analysis and reporting to track the product's portfolio performance. - Executing product and market research as part of the competitor analysis to plan and position the bank’s products accordingly. - To identify and develop new business opportunities via inter-departmental collaboration & external partnerships for CASA products. - To continuously drive process improvements and value-added initiatives to enhance customer experience in relation to the bank’s products.
- Entrusted in developing a new portfolio of clients based on detailed offerings and via management of stakeholders both internally & externally. - Researched, prospected and built relationships with more than 40+ new clients by planning strategic approaches and sales pitches. YTD sales order brought into the company exceeding RM2.0million - Consistently striving to improve the bottom line by monitoring sales opportunities are addressed and closed within timeline. - Formulating account plans for major accounts which includes identifying upselling opportunities & deepening the wallet share with said clients.
- Entrusted in building & maintaining relationship with the business banking clients in the East Coast Region of Peninsular Malaysia. - Successfully increased the overall portfolio revenue by circa 5% despite the pandemic lockdown, by focusing on prospecting cash deposits & higher trade facilities utilization. - Communicate regularly with clients to understand the needs, evaluate current product usage and to cross-sell new products and to further create stickiness via relevant client retention strategies. - To conduct periodical review on the portfolio on a timely manner while reporting and monitoring accounts that fall under Early Warning statuses. - To educate and propose to customers with suitable solutions from via provision of relevant asset financing / working capital financing / bridging loan options. - Identifying potential leads via referral from clients to generate new relationship and business to the Bank.
Began my career via the Management Trainee Programme in April 2016. Subsequently assigned to the Commercial Banking Department as Relationship Manager on September 2017. - Entrusted in building & maintaining relationship with the business banking clients with turnover of RM50million and above, while meeting personal & team’s objectives via professional business credit analysis. - Tasked with driving revenue from business banking clients for the bank via loans, deposits and other banking solutions; to increase both interest & non-interest income from the portfolio. Achieving (80% of KPI for FY2018 , 90% of KPI for FY2019) . - Responsible in creating and supporting relevant client retention strategies via additional loans / cross-selling; to create stickiness for existing customers and new customers to the bank. - Specializing in property(s) & fixed asset(s) financing via proposing suitable financing structure to fit into the business clients’ needs. - Provision Working Capital Facilities i.e. OD, Trade Facilities, Revolving Credits & Forex Facility
- Tasked with the usage of SAP's ERP Software for daily operations - Operated and liaised the principals with the warehouse - Communicated with members from other department to resolve issues operational & fulfil principal's requirement. - Assisted with the firm's preparation for GST's implementation - Entrusted with the communication and problem resolution between the firm and the principal