MUMTAZ SHAMA

A financial consultant for 8 years now, I was approached by a leader in AIA who motivated me to consider this career path seriously. Particularly, he saw that I had potential in the way I articulate my thoughts and how I conduct myself. He had complete faith that I could excel in the financial advisory business and true enough, this profession turned out to be a passion for me.

Look up to your role models.
Every awards and recognition event, I find myself inspired by all the achievers. In particular, Mr Gabriel Tan who is consistently one of the Top Producers every year, has been a source of motivation for me ever since I joined AIA in 2014. I have a goal to work towards when I find role models like him.

You never know until it may be too late.
Throughout my career, I have handled multiple cases of clients who have benefitted from having financial planning done properly, especially when it comes to critical illness or hospitalisation plans. I have witnessed how these claims can add up to quite a substantial amount. I always share this with my clients, as it’s a testament to the usefulness and importance of proper financial planning.

Always be ready to help.
Always have an attitude where you are ready to help. This is how you build trust and commitment with your clients, and it is through this discipline and consistency that you will see yourself succeed in this industry.

Accolades