Sevia Marshelina

Cluster Head - Wealth Management at Indo Premier Sekuritas
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Contact Information
us****@****om
(386) 825-5501
Location
Indonesia, ID

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Experience

    • Indonesia
    • Capital Markets
    • 200 - 300 Employee
    • Cluster Head - Wealth Management
      • Mar 2023 - Present

      Jakarta, Indonesia

    • Institutional ETF Sales - ETF Desk
      • Jan 2020 - Feb 2023

      Jakarta, Indonesia

    • Executive Assistant
      • Jan 2019 - Dec 2019

      De Ploeit Centrale Office Building, Jakarta Responsibilities: - Prepare and review general ledger, report, memo, invoices letter, tax invoice, contract, purchase order, offering letter and other document - Review any report related to construction progress - Conduct site inspection of the building construction work to check progress report claim - Prepare any payment needed and/or any kinds of banking transaction - Set up meeting for executive and assist in planning appointment - Accurately record minutes from… Show more Responsibilities: - Prepare and review general ledger, report, memo, invoices letter, tax invoice, contract, purchase order, offering letter and other document - Review any report related to construction progress - Conduct site inspection of the building construction work to check progress report claim - Prepare any payment needed and/or any kinds of banking transaction - Set up meeting for executive and assist in planning appointment - Accurately record minutes from meeting - Greet visitors and decide if they should be able to meet with executive - Make travel and accommodation arrangement for executive - Handle confidential documents ensuring they remain secure - Responsible for obtaining permissions and trademark registration - Purchase and maintain inventory of supplies for office - Monitor budget including tracking expenditure and providing report - Provide general administrative support - Assist in procurement activities, including calling for tenders, suppliers' information, price negotiation and purchasing - Research potential vendors and do a comparison Show less

    • Indonesia
    • Banking
    • 1 - 100 Employee
    • Relationship Manager
      • Apr 2018 - Dec 2018

      Bukit Golf Mediterania Pantai Indah Kapuk, Jakarta Responsibilities: - Seek new potential clients - Identify possible sales opportunities in order to achieve the target and business development - Performe credit analysis including prepare credit proposal for new clients - Review and analyze to ensure the potential clients can be processed further - Analyze client's financial performance, business and industry - Assist clients to do various kinds of banking transaction - Build high relationship with clients in order to… Show more Responsibilities: - Seek new potential clients - Identify possible sales opportunities in order to achieve the target and business development - Performe credit analysis including prepare credit proposal for new clients - Review and analyze to ensure the potential clients can be processed further - Analyze client's financial performance, business and industry - Assist clients to do various kinds of banking transaction - Build high relationship with clients in order to achieve the target of sales for individual and team - Responsible for all administrative job Show less

    • Indonesia
    • Insurance
    • 200 - 300 Employee
    • Marketing Staff
      • Aug 2017 - Apr 2018

      Mayapada Tower 2, Jakarta Responsibilities: - Manage Bancassurance patnership and drive all initiatives related to the patnership - Develop the Bancassurance business due to sales, program and any other activities related to Bancassurance - Execute Bancassurance sales, service and marketing referring to strategic plan to achieve the growth and profitability targets - Develop and maintain key customer strategic relationships - Explore new / improved market, patnership and distribution opportunities for… Show more Responsibilities: - Manage Bancassurance patnership and drive all initiatives related to the patnership - Develop the Bancassurance business due to sales, program and any other activities related to Bancassurance - Execute Bancassurance sales, service and marketing referring to strategic plan to achieve the growth and profitability targets - Develop and maintain key customer strategic relationships - Explore new / improved market, patnership and distribution opportunities for business growth, especially in Bancassurance - Ensure sales process and operation flow and quality in accordance to banking and compliance requirements - Provide training of frontline users related to Bancassurance activities - Develop and attain key performance indicators and management information to monitor the business quality, portfolio management, and performance efficiency Show less

Education

  • BINUS University
    S.Kom., S.E, Dual Degree Program: Information System & Management
    2012 - 2017

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