Jiaxuan Goh

• Expanded cross-selling opportunities by identifying additional product offerings suited to individual client needs and preferences.
• Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
• Collaborated with internal teams to devise tailored investment portfolios for maximum client benefit.
• Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
• Achievement :

1. 2023 Top Bancassurance Achiever

2. 2023 Top Producer Affin Invikta Acquisition -Champion

3. 2023 Top Rokkie Wealth Revenue - 2nd Runner Up

4. 2023 Takaful Campaign - Gold Award

5. 2023 Top Performer Credit Card Sales

6. 2023 Top Producer Bancassurance Sales - 2nd Runner Up

7. 2023 Top Producer WM Credit Card Sales - 4th Runner Up

8. 2023 Top Rokkie Wealth Revenue - 2nd Runner Up

9. 2023 Top Producer Affin Invikta Acquisition - Champion

10. 2023 Top Wealth Relationship Manager in JHN Region.

11. 2023 Global Incentive Trip Achiever.

12. 2024 Q2 Top Producer for WRM/WRD Category - 3rd Runner Up

13. Top Performer Credit Card Sales

14. 2024 Bancatakaful Advisory Business Symposium 2024/2025 Dubai Acheiver

15. 2024 2H Takaful Elite Club Achievers

16. 2024 Global Incentive Trip Achievers

• Cross-sold bank products and services to meet customer needs and provide options. (Handling Unit trust & Bancassurance)
• Boosted sales of bank products through effective cross-selling and up-selling techniques.
• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Collaborated with branch team members to achieve monthly sales targets and improve overall performance.