Sevia Marshelina
Cluster Head - Wealth Management at Indo Premier Sekuritas- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Indo Premier Sekuritas
-
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
-
-
-
OCBC Indonesia
-
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
-
-
-
Sompo Insurance Indonesia
-
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