Observed packing operations to verify conformance to specifications.
Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Developed effective improvement plans in alignment with goals and specifications.
Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Financial Planner
Sekolah Harapan Utama
Batam
12.2015 - 08.2017
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
Financial Consultant and Planner
Millenium Penata Futures Sekuritas
Batam
11.2012 - 09.2015
Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.