ABDUL FAHMI
Financial Consultant Manager
Jakarta ,JK
Summary
Experienced with financial planning, investment strategies, and client relations. Utilizes analytical skills and strategic thinking to provide tailored financial solutions. Strong understanding of market trends and risk management.
Overview
10
10
years of professional experience
9
9
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Financial Consultant Manager
Koinworks
Setia Budi, Jakarta
08.2024 - 12.2024
- Build and maintain strong relationships with clients to ensure satisfaction and loyalty
- Provide tailored financial advice and solutions to meet clients' needs and goals
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Analyze clients' financial situations and recommend appropriate products or services
- Led workshops on personal finance topics to educate community members about effective money management practices.
- Develop and implement strategies to increase sales and revenue
Insurance Advisor
GPS United
01.2020 - 01.2023
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Established long-lasting relationships with clients through proactive communication and exceptional service.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
Assistance Manager
Bank CimbNiaga
Tangerang, Banten
01.2019 - 01.2020
- Manage the merchant EDC business for CIMB Niaga and ensure all operations run smoothly
- Researching the latest products and regulations
- Work closely with the sales team to acquire new merchants and expand the merchant EDC portfolio
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
Relationship Manager
Bank Permata
Jatinegara, Jakarta
01.2017 - 01.2018
- Develop and maintain strong relationships with existing and prospective clients to achieve sales targets and increase revenue
- Identify clients' financial needs and recommend appropriate products and services
- Achieve individual and team sales targets and contribute to the bank's overall profitability
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Relationship Manager
Bank Mega
Mampang, Jakarta
01.2015 - 01.2017
- Arrange business meetings with prospective clients
- Researching the latest products and regulations
- Help to speed up the company's transaction process
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Education
Bachelor of Petroleum Engineering - Bachelor of Engineering
Trisakti University
Grogol Utara, JK 01.2008 - 01.2015
MBA - Business Strategy
Trisakti University
Manggarai Tebet 01.2020 - 01.2022
Skills
- Ability to analyze financial statements
- Ability to analyze investment portfolios
- Ability to analyze market data
- Trend analysis
- Technical analysis
- Business development
- Problem-solving
- Banking
Certification
Mba Udemy
Awards Activities
- Awarded Certificate of Recognition for outstanding performance at Bank Mega.
- Achieved an A+ KPI in Q1 and exceeded FBI targets by over 100% (Trully A Club, Jakarta 2016).
- Recognized for Improvement in Funding Achievement (Q1, 2016).
- Achieved A+ KPI for Funding Achievement at KC JKT Tendean (May, 2016).
Timeline
Financial Consultant Manager
Koinworks
08.2024 - 12.2024
Mba Udemy
03-2023
Insurance Advisor
GPS United
01.2020 - 01.2023
MBA - Business Strategy
Trisakti University
01.2020 - 01.2022
Assistance Manager
Bank CimbNiaga
01.2019 - 01.2020
Relationship Manager
Bank Permata
01.2017 - 01.2018
Relationship Manager
Bank Mega
01.2015 - 01.2017
Bachelor of Petroleum Engineering - Bachelor of Engineering
Trisakti University
01.2008 - 01.2015
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