Experience

Asetku

• Indonesia
• Financial Services
• 100 - 200 Employee

• Relationship Manager

  • Oct 2020 - Present



Akulaku Indonesia

• Indonesia
• Financial Services
• 500 - 600 Employee

• Business Banking Relationship Manager

  • Jul 2019 - Oct 2020

  1. Lead the team and are responsible for organizing, developing and implementing ways and channels for new retail funding with the aim of facilitating the approval process and providing a variety of services and products to develop portofolios 2. Achieve retail target according to company's target 3. Assiting clients on investment placement decisions 4. To identify possible sales opportunities and generate new business for the company 5. Maintaining relationship while understanding customer requirements 6. Discuss, encourage, develop and implement new RM incentive commitments to encourage RM to generate business and grow retail portfolios 7. Focused on promoting and developing funding product 8. Collaborate with marketing units for marketing promotions and promotions 9. Monitoring retail portfolio performance againts business plans and budgets



DBS Bank

• Singapore
• Banking
• 700 & Above Employee

• Treasures Relationship Officer

  • Feb 2018 - Jul 2019

  1. To meet targets sets, which include achieving inviduals revenue target, increasing number of customers and AUM 2. To achieve world class excellence customer service by providing distinctive wealth management products to customers 3. Develop action plan to achieve and exceed revenue or new customer acquisition targets set for the year. 4. Acquire new customers and constantly maintain or upgrade existing customers portofolio. 5. Provide excellent service to customer (potential) by keeping close relationship and managing the investment portofolio, conduct regular meetings to assess customers banking needs to maximize cross selling opportunities to market bank's products service 6. Implement sales process frame work, ensure customers fully understood the offered product and ensure customer's investment profile suit the product so that there are no miss selling incident 7. Ensure customer complaint are handled properly and timely