Khoo Mei Fong is a 34-year-old Malaysian citizen seeking a position in the financial services industry. She has over 10 years of experience in roles such as Assistant Training Manager, Assistant Area Sales Manager, and Personal Financial Consultant. She holds qualifications in estate management, financial planning, insurance, and investments. Khoo has a proven track record of exceeding sales targets and received numerous performance awards. She is skilled in areas like training, sales, marketing, and relationship management. Khoo is looking to contribute her expertise and continue growing in her career.

1. Khoo Mei Fong’s Resume
Personal Information
Gender : Female
Age : 34
Date of Birth : 17 Jan 1983
Nationality : Malaysian
Race : Chinese
Marital Status : Single
I.C. No. : 830117-08-5224
Contact Details
Mobile No. : +6016 9588 048
Email : khoomeifong@gmail.com
Address : No. 22, Jalan PJU 1A/43E, Ara Damansara, 47301 Petaling Jaya
Qualifications
University of Malaya (Graduation Date: August 2006)
Qualification : Degree of Bachelor of Estate Management
Field of Study : Property Management
Grade : 3.11 of 4.00
Financial Planning Association Malaysia (FPAM)
Qualification : Certified Financial Planner
The Malaysian Insurance Institute
Qualification : Pre Contract Examination for Insurance Agents (Life & General)
: Certificate Examination in Investment-Linked Life insurance (CEILLI)
: Takaful Basic Examination (TBE)
Federation of Investment Managers Malaysia (FIMM)
Qualification : Computerized Unit Trust Examination (CUTE)

2. Work Experience
 HONG LEONG ASSURANCE BERHAD (July 2016 - Present)
Position: Assistant Training Manager (Bancassurance)
Work Profile:
 To provide product training (life insurance products), soft skills, motivation etc. to Personal Financial
Consultant, Customer Relationship Associate, Personal Banker and Relationship Manager.
 To organize selling skill training for all the Bancassurance Consultant to achieve sales target.
 To plan and organize insurance related training to Bancassurance Consultant across Malaysia.
 To plan training road map for Bancassurance Consultant, Personal Financial Consultant, Customer
Relationship Associate, Personal Banker and Relationship Manager.
 Become speaker on marketing event like dinner talk, lunch talk and tea talk
 To monitor and control sales compliance are compline within Bancassuracne Consultant.
 To organize training program with is compliance with Bank Negara Malaysia and LIAM guideline.
 HONG LEONG ASSURANCE BERHAD (May 2012- Jun 2016)
Position: Assistant Area Sales Manager (Sales & Marketing Assistant Manager)
Work Profile:
 To provide support and service to sales staff at branch (Personal Financial Consultant, Personal Banker and
Relationship Manager) for all the life insurance products include credit life, regular premium and single
premium product.
 To provide product training to Personal Financial Consultant, Personal and Relationship Manager.
 To supervise a group of Insurance Specialist, to make sure their individual and team sales target achieve for
regular life insurance product.
 To plan and implement the sales strategy to achieve monthly target.
 Take initiative to organize branch marketing activities to increase the productivity
 Become speaker on marketing event like dinner talk, lunch talk and tea talk
 To attend joint sales with Personal Financial Consultant, Personal Banker, Relationship Manager and
Insurance Specialist.
 To build and maintain a strong relationship with business partner for better business opportunity.
 Handling bank customer complaint regarding life insurance product.
Accomplishment:
 Financial Year 2015/2016 Nationwide PIC Champion (RP category).
 Financial Year 2015/2016 - Achieved total FYP in Regular Premium RM 7,316,782, Single Premium RM
1,040,365 Credit Life RM 3, 540, 955
 Financial Year 2014/2015- Achieved total FYP in Regular Premium RM 3,358,397, Single Premium
RM6,081,188, Credit Life RM 4,178,245
 Financial Year 2013/2014- Achieved total FYP in Regular Premium RM 3,351,761, Single Premium
RM2, 583,000, Credit Life RM 1,581,845

3.  Financial Year 2012/2013- Achieved total FYP in Regular Premium RM 3,848,901, Single Premium
RM551, 000, Credit Life RM 1,296,044
 CIMB AVIVA ASSURANCE BERHAD (May 2011-April 2012)
Position: Field Case Manager
Work Profile:
 To review the life insurance application, to make sure documentation is in order for high net worth application
and also to communicate with sales staff on needed requirement.
 To provide accuracy on information and fulfillment required by the bank and customer upon acquisition to
achieve high quality of work.
 To provide support to bank’s marketing personnel and new business in term of sales event and sales
campaign.
 To provide product training for sales staff, to make sure sales staff is equipped with the knowledge and
confident to sell the product.
 To monitor sales staff performance, to make sure sales target can be achieve and provide guidance to sales
staff in term to increase their sales.
 To attend joint sales with sales staff and customer.
 To build up and maintain a strong relationship with business partner for better business opportunity.
 ALLIANCE MALAYSIA BANK BERHAD (May 2010 - April 2011)
Position: Personal Financial Consultant, Senior Executive
Work Profile
 Responsible to achieve sales target, both loan and wealth product such as mortgage, personal loan, credit
card, unit trust, insurance and also bring new fresh deposit to bank.
 Conduct marketing activities for sales sourcing such as investment seminar, road shows, build relationship
with companies and presentations.
 Portfolio management for customer deposit for the best investment solution and decisions such as retirement
planning, risk management, real estate planning.
 Handling customer expectations, complaints, turnaround time, inquiries and etc.
 CIMB BANK BERHAD (January 2007- April 2010)
Position: Credit Administration, Senior Executive
Work Profile
 To organize sales event to increase sales, include road show and promotion campaign.
 To provide sales support to sales channel by educating the product knowledge, updating the latest product
feature and promotion.
 To liaise with vendors for marketing material, including giving opinion in designing of banner and flyer.
 To enhance the internal processing flow to meet a shorter turnaround time. To improve the efficiency and
effectiveness of the department involve.

4.  To prepare and analyze MIS report for internal and external usage. Internal report involves sales channel
performance report, product performance report, product enhancement analysis and marketing analysis.
External report involve report which required by Central Bank of Malaysia.
 To calculate sales incentive to all the sales channel and to calculate service charge payment for business
partner.
 To prepare department yearly financial budget, to monitor and control department budget usage, to keep
track the department financial outflow.
 As an Internal Auditor for ISO 9001:2008. As an assistant auditor to audit the underwriting department. Make
sure the department is following the standard operation procedure, this is to maintain a good quality
management system and fulfill ISO 9001:2008 standard. To create audit plan and audit checklist. In the end
of the audit, prepare audit finding report.
 Involve in User Acceptance Testing (UAT) for Mibs system and AS400 system, which is the main operation
system in the department. To prepare user requirement before the User Acceptance Testing (UAT) proceed.
 As a working committee for AS400 system re-engineering project. The project involves adding the new
function, new request and changing the new outlook for the system. To prepare user requirement and involve
in UAT for the project.
Skills
 Computer Skills: Advance in Microsoft Excel (pivot, Macro (VBA)), Intermediate in Microsoft Word,
Intermediate in Microsoft PowerPoint, Beginner in Microsoft Access, Beginner in Adobe Photoshop, Beginner
in Adobe Illustrator.
 Selling Skills
 Presentation Skills
 Leadership Skills
Language (Spoke and Write)
English, Mandarin, Cantonese, Malay
Expected Monthly Salary
RM 8,500
Reference
1) Nicholas Beh 2) Janice See
Senior Vice President, CIMB Bank Berhad Assistant Vice President, CIMB Bank Berhad
Hp No: +6012 2093 280 Hp: +6012 3882 860