Gosal Taslim

• Focus on relationship building and networking with offshore clients.
• To conduct regular meetings with existing and potential customers to assess their banking
needs.
• Work closely with team to address customer's financial needs.
• Grow AUM growth by acquiring new to bank clients.
• Cross-selling of banking, investment and wealth management products.
• Ensure compliance with balance scorecard framework.

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

*ANZ migrated to DBS Bank in August 2017

• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

*Promoted from BDM to RM role

• Working with each client to manage and grow their wealth together.
  • Providing investment insights and connections tailored for each individual.
  • Meeting New-to-bank and assets under management targets through the introduction and
  proactive cross-selling of banking, investment and wealth management products.
  • Working to provide information, drive initiatives and consistently improve the level of service to
  clients.
  • In charge of business development activities and events from Indonesia market (Jakarta, Bali, Medan, Makassar and Manado)

*RBS migrated to ANZ in Mat 2010

• Increased client base by identifying new business opportunities and cultivating strong relationships with key decisionmakers.
• Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
• Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
• Generated new business with marketing initiatives and strategic plans.

• Ensuring production of revenue levels and profitability.
• Develop tactics to increase assets and profitability.
• Devise and implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth.
• Counsel high net-worth individuals and corporate clients with regard to investment
opportunities, risk analysis, and monetary returns.
• Cross-sell banking services and products to clientele.
• Participate in community events to position the bank as a leader within the territory

• Acquisition new clients to strengthen client base portfolio.
• Ensuring production of revenue levels and profitability.
• Develop tactics to increase assets and profitability.
• Devise and implement innovative marketing principles and promotional sales events for
commercial projects to further support financial growth.
• Counsel high net-worth individuals and corporate clients with regards to investment
opportunities, risk analysis, and monetary returns.