Yue Lek Joe

Key Responsibilities and Achievements:

Client Acquisition & Business Development

• Consistently acquired 25+ new clients monthly

through referrals, networking events, and

strategic outreach.

• Proactively identified new business opportunities

by engaging in meaningful conversations and

understanding client needs through cold calling.

Client Relationship Management

• Built and maintained strong client relationships

through regular portfolio reviews, personalized

financial advice, and timely market updates.

Sales & Portfolio Diversification

• Successfully closed RM120,000 in investment

products by aligning solutions with clients'

financial goals.

• Helped clients diversify their investments, resulting

in RM250,000 in insurance product sales.

Tools & Performance

• Demonstrated strong proficiency in using CRM

tools to streamline operations and enhance

client engagement.

• Consistently achieved and exceeded monthly

sales targets and KPIs through effective planning

and execution.