GEN Y WEALTH CONSULTANCY

2022 QUARTER 3 PERSONAL REVIEW REPORT

NAME: MOHAMMAD AFIF BIN MOHAMMAD

2022 GOAL: RM _________ (PFYLP) RM __________(ANC)

A) 2022 PERSONAL SALES REVIEW

2022 GOAL DONE DIFFERENCE

ANC
QFYLP
NOC
Average ANC
AWARDS

B) 2022 Q3 PERSONAL SALES REVIEW (01/07/2022-30/09/2022)

FIRST QUARTER
DONE DIFFERENCE
GOAL (28%)
ANC
QFYLP
NOC
AVERAGE
ANC
AWARDS
1. What are your expectation/vision in this career?

2. What are your actual goals for Quarter 3?

3. Why achieved those goals is so important to you?

4. What are the reasons for achieved/not achieved your goals in Quarter 3?

5. KASH Review
a. Knowledge
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b. Attitude
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c. Skills
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d. Habits
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6. What are the aspects you satisfied in Quarter 3 of 2022?

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7. What are the aspects you are not satisfied in Quarter 3 of 2022?
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8. What actions will you take to improve those weaknesses?

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9. Have you met your own KPI in Quarter 3? Reason for not fulfill KPI if any.
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10. Marketing Plan for Quarter 4 2022

a. Target Area
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b. Target Market
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c. Concept
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d. Prospecting Methods
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11. What are the strategies to achieve your goals in Quarter 4 2022?
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12. What are the supports you need from Gen Y Wealth Consultancy to achieve your
goals in Quarter 4 2022?