Darchayini Rajendran
Port Dickson,Malaysia
Summary
Experienced Financial Consultant with a successful background in the banking and consulting industries. Strong team player with exceptional problem-solving skills and a keen interest in Financial Services. Fluent in English and Malay with unrestricted mobility for national and international travel.
Financial professional with a strong background in financial planning, investment strategies, and risk management. Known for effective collaboration and ability to adapt to changing needs while driving results. Skilled in client relations, financial analysis, and compliance. Dependable and results-focused, bringing a balance of analytical skills and teamwork to achieve client goals.
Overview
11
11
years of professional experience
Work History
FINANCIAL SERVICE CONSULTANT
CIMB MALAYSIA
01.2020 - Current
- Advise customers on a range of financial services and decisions, including retirement planning and investing.
- To promote and professionally sell a wide range of Bancassurance life insurance products to the Bank’s existing and potential customers.
- To provide professional advice and an appropriate financial products based on customer need.
- To ensure customer satisfaction and provide excellent after sales service.
- To plan and implement sales activities related to Bancassurance products.
- To act promptly on all leads and follow up activities.
- To acquire good knowledge of Bancassurance products in the market.
- To achieve individual sales target and contribute towards the achievement of the branch target.
- KPI 2020 4.8
- KPI 2021 3.65
- KPI 2022 5.00
- KPI 2023 4.40
- KPI 2024 2.9
LIFE PLANNER
AIA Malaysia
01.2019 - 01.2020
- Consults with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.
- Provides rate quotes and coverage recommendations; assists with long-term planning.
- Assists with completion of application and other necessary paperwork; obtains underwriting approval.
- Selected for rookie award
- Qualified for rising star (chiang Mai)
- Able to attract new client and develop new relationship with client
- Able to plan and implementation of insurance and investment for client
- Interview prospective clients to get data about their financial resources and discuss existing coverage.
- Analyze client current insurance policies and suggest additions or changes.
- Able to recruit and expand the team.
- Able to lead the team to achieve common goal.
OPTOMETRIST
MUTIARA OPTOMETRIST EYECARE
01.2017 - 01.2019
- Examine eyes to check for health issues and vision adjustments.
- Identify vision problems, eye traumas, ocular anomalies, and health problems including diabetes and high blood pressure.
- Also prescribe contact lenses and spectacles to address refractive faults.
- Perform vision tests and analyze results
- Diagnose sight problems, such as nearsightedness or farsightedness and eye diseases, such as glaucoma, cataract, amblyopia , diabetic retinopathy and hypertensive retinopathy
- Prescribe eyeglasses, contact lenses, and medications.
- Provide pre- and postoperative care to patients undergoing eye surgery for example, examining a patient’s eyes the day after surgery.
- Evaluate patients for the presence of diseases such as diabetes and refer patients to other healthcare providers as needed
- Promote eye health by counseling patients, including explaining how to clean and wear contact lenses.
- Joined free eye examination program every weekend to promote eye health awareness to the rural area people.
OPTOMETRIST
ONN VISION
01.2017 - 01.2017
- Examine eyes to check for health issues and vision adjustments.
- Identify vision problems, eye traumas, ocular anomalies, and health problems including diabetes and high blood pressure.
- Also prescribe contact lenses and spectacles to address refractive faults.
- Perform vision tests and analyze results.
- Diagnose sight problems, such as nearsightedness or farsightedness and eye diseases, such as glaucoma, cataract, amblyopia , diabetic retinopathy and hypertensive retinopathy.
- Prescribe eyeglasses, contact lenses, and medications.
- Provide pre- and postoperative care to patients undergoing eye surgery for example, examining a patient’s eyes the day after surgery.
- Evaluate patients for the presence of diseases such as diabetes and refer patients to other healthcare providers as needed.
- Learn on how to do sales and promote branded lens.
OPTOMETRIST
SEREMBAN VISION CITY
01.2015 - 01.2017
- Examine eyes to check for health issues and vision adjustments.
- Identify vision problems, eye traumas, ocular anomalies, and health problems including diabetes and high blood pressure.
- Also prescribe contact lenses and spectacles to address refractive faults.
- Perform vision tests and analyze results
- Diagnose sight problems, such as nearsightedness or farsightedness and eye diseases, such as glaucoma, cataract, amblyopia , diabetic retinopathy and hypertensive retinopathy
- Prescribe eyeglasses, contact lenses, and medications.
- Provide pre- and postoperative care to patients undergoing eye surgery for example, examining a patient’s eyes the day after surgery.
- Evaluate patients for the presence of diseases such as diabetes and refer patients to other healthcare providers as needed
- Promote eye health by counseling patients, including explaining how to clean and wear contact lenses.
- Joined free eye examination program every weekend to promote eye health awareness to the rural area people.
Education
Bachelor’s Degree of Optometry -
Management & Science University (MSU)
Shah AlamFoundation In Science - undefined
Management & Science University (MSU)
Shah AlamMalaysia University English Test (MUET) - undefined
Management & Science University (MSU)
Shah AlamSkills
- Financial analysis
- Problem-solving
- Time management
- Business strategy
- Leadership
- Insurance planning
- Credit analysis
- Client confidentiality
- Know your customer
- Strategic thinking
- Cash flow management
- Retirement planning
- Wealth management
- Investment strategies
- Financial planning
LANGUAGES
English Native
Tamil Native
Malay Native
Timeline
FINANCIAL SERVICE CONSULTANT
CIMB MALAYSIA
01.2020 - Current
LIFE PLANNER
AIA Malaysia
01.2019 - 01.2020
OPTOMETRIST
MUTIARA OPTOMETRIST EYECARE
01.2017 - 01.2019
OPTOMETRIST
ONN VISION
01.2017 - 01.2017
OPTOMETRIST
SEREMBAN VISION CITY
01.2015 - 01.2017
Foundation In Science - undefined
Management & Science University (MSU)
Malaysia University English Test (MUET) - undefined
Management & Science University (MSU)
Bachelor’s Degree of Optometry -
Management & Science University (MSU)
ACHIEVEMENTS
- MDRT Achieve MDRT 2022 in 2nd quarter (June 2022),
- Achieve MDRT 2023 in 2nd quarter (June 2023)
- OTHER ACHIEVEMENTS Qualify For Bancassurance Trip for London 2022, Qualify For Top 80 FSC CSD
- Trip To Sabah 2023, Qualify for Bancassurance
- Trip To Budapest Hungary 2023, Achieve highest KPI 5 in 2022, EXPECTED SALARY RM4500-RM5000
STRENGTHS
- Strategic Thinking Proficient in identifying long-term goals and investing resources strategically to achieve these objectives. Experienced in analyzing trends, data, and competition to make informed decisions and drive growth and improvement.
- Team Collaboration Proven ability to work effectively in team settings. Demonstrated skills in active listening, open-mindedness, adaptability, and respect for differing viewpoints. Experienced in using collaboration tools like Zoom, Skype, and Microsoft 365.
- Communication Proficient in both verbal and written communication. Able to effectively convey information, ideas, and feedback. Experienced in presenting to various audience sizes, writing professional emails and reports, and actively listening to team members and clients.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
EXPECTED SALARY
RM 5000.00 -5500.00