Noviawati Lesmana

- Analyzing 150 number of client's wealth portofolio in a year to determine their current income, expenses, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Recommend to around 20 clients in a month about financial products, such as stocks, bonds, mutual funds, or insurance.
- Contacts around 30 number of clients in a month to determine any changes in their financial status.
- Generate fee base income around >375 million rupiah from Bancassurance and Investment product for the company.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Correspond with customers to answer questions or resolve complaints.
- Recommend to clients strategies in wealth management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.
- Manage client portfolios, keeping client plans up-to-date.
- Investigate available investment opportunities to determine compatibility with client financial plans.

- Making programs, coaching, and reporting >10 students
progress during the class
- Maintain more than 10 students and parents to stay on the
program until the student finish the level
- Creatively thinking and generate ideas about how to
make the student understand and improve their potential

- Meets the client regularly before the day of the event to
workout details and then takes charge of event concepts and
implementation
- Makes budget for an event, negotiate bids with vendors and
ensures payments are made after an event
- Plans, coordinates, and executes > 5 events like birthday parties
and weddings
- Ensures that an event runs smoothly without any hitch, and
handles any problem that arises during an event professionally
- Maintains a working relationship with clients, vendors and
venue managers
- Helps to analyze and execute ideas to grow the business

- Managing around 10 people in a team to execute the plan together