Experience

PT Indo Premier Investment Management

• Indonesia
• Investment Management
• 1 - 100 Employee

• Assistant Vice President

  • Aug 2022 - Present



Danareksa

• Indonesia
• Holding Companies
• 200 - 300 Employee

• • Jan 2013 - Jan 2023

  Senior Manager, Channel Distribution Unit Head (Sept 2015 )Roles and responsibilities:• Leading and managing a team of : - 2 Relationship Manager Officer of Bank Distribution Unit- 1 Relationship Manager Officer of Partnership Distribution Unit • Developing strategy and marketing program to achieve Management Fee and AUM targets. • Maintaining good relationship and delivering service excellence with Channel & Bank Distribution in all level such as Wealth Management Division, Product Division, Operation, and Custodian Bank. • Updating market update on regularly basis to bank branches and Partnership Distribution.• Making recommendation to bank and partnership distribution, able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation.• Keeping up to date with market developments, new investment products and competitor positioning and all other areas that can affect the achievement of sales target. Senior Manager, Bank Distribution Coordinator (Jan 2014 – August 2015)Roles and responsibilities:• Led and managed a team of : - 2 Relationship Manager Officer of Bank Distribution Unit• Developed strategy and marketing program to achieve Management Fee and AUM yearly target. • Maintained good relationship and service excellence with Bank Distribution in all level such as Wealth Management Division, Product Division, Investment Specialist, Operation, and Custodian Bank. • Updated market update on regularly basis to bank branches. Show less

• • Jan 2019 - Aug 2022

• • Jan 2018 - Jan 2019



PT Danareksa Investment Management

• Jl. Medan Merdeka Selatan No. 14 Jakarta Pusat 10110

• Retail Distribution Unit Head

  • Jan 2013 - Dec 2013

  Manager, Retail Distribution Unit Head (Jan 2013 – Dec 2013) Roles and responsibilities: • Led and managed a team of : - 2 Customer Service Officer - 3 Sales Online Officer - 1 Sapphire Officer • Identified market development programs for retail business. • Interacted with customers regularly to meet excellent customer satisfaction. • Conducted due diligence research on companies, industries, and market data. • Analyzed financial information relating to specific companies, e.g. company results, profit and loss, and financial statements to determine how an organization is positioned to deliver for investors. • Considered economic implications of factors such as political issues, monetary policy, exchange rate, inflation rate, etc. that might affect the performance of companies and funds. • Monitored the financial news using specialist media sources; financial modeling and projection. • Made recommendations to investors, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation. Show less



PT. Manulife Aset Manajemen Indonesia

• • Mar 2011 - Jan 2013

  • Have a good skills and experience in presentation and delivering information to client, sales team, and solving problem for client complaint.• Leading CS Officer in Jakarta Area• Supervising CS Officer by screening transaction properly and in line with the regulation and procedures• Maintain Service Level at Call Centre• Audit Mutu Internal Coordinator• As a Team member who responsible for ISO Audit• Have a waperd license and good knowledge in mutual fund product.

• • Oct 2007 - Feb 2011

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Commonwealth Bank Indonesia

• Indonesia
• Banking
• 700 & Above Employee

• Wealth Management and Liabilities Officer

  • Jan 2005 - Oct 2007

  - Responsible for LLD Report to BI - Processing Bancassurance's Transaction - Managed trailing fee's monthly report of Bancassurance - Processing Time Deposit, Secured Forward, and Option Link trx - Managed TD Rollover Rate - Processing Mutual Fund Transaction - Responsible for LLD Report to BI - Processing Bancassurance's Transaction - Managed trailing fee's monthly report of Bancassurance - Processing Time Deposit, Secured Forward, and Option Link trx - Managed TD Rollover Rate - Processing Mutual Fund Transaction