Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
LYDIA AGUSTINA SINAGA

LYDIA AGUSTINA SINAGA

BANKER
JAKARTA

Summary

Invesment Banker and Capital Market Enthusiast

Overview

10
10
years of professional experience

Work History

Business Manager

SMBC Indonesia
10.2020 - Current
  • Communicated with customers and vendors positively with particular attention to problem resolution.
  • Executed business plans to further strengthen and maximize territory sales and profits.
  • Anticipated financial impact from operational issues and worked with leadership to develop solutions.
  • Mentored junior staff members, helping them grow professionally and contribute more effectively to the team''s goals.
  • Oversaw and improved deliveries through proactive coordination of daily operations.
  • Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
  • Streamlined business processes by implementing new project management tools and techniques.
  • Assisted with hiring process and training of new employees.
  • Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
  • Fostered a culture of continuous improvement by encouraging employee input on process optimization efforts.
  • Evaluated current market trends and competitor strategies, guiding the development of innovative solutions to stay ahead in the industry.
  • Enhanced customer satisfaction levels by implementing an effective feedback system and addressing concerns promptly and efficiently.
  • Drafted reports and documents to improve correspondence management, schedule coordination and recordkeeping.

Senior RM

CIMB Niaga Bank
08.2016 - 09.2020
  • Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
  • Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
  • Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
  • Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
  • Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
  • Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.

Customer Service Officer

BCA
02.2015 - 02.2016
  • Assisted call-in customers with questions and orders.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
  • Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.

Education

MBA - Business Management

Universitas Indonesia
Depok, Indonesia
08-2022

Bachelor of Science - Agricultural Engineering

Universitas Gadjah Mada
Yogyakarta, Indonesia
08-2014

Skills

Strategic planning

Accomplishments

  • Qualified Wealth Planner (QWP) - Issued June 2024
  • Certified Equity SalesCertified Equity Sales (LSP-PM)- Issued May 2023
  • Wakil Agen Perantara Efek (WPPE-P)
  • Wakil Agen Reksa Dana (WAPERD)

Timeline

Business Manager

SMBC Indonesia
10.2020 - Current

Senior RM

CIMB Niaga Bank
08.2016 - 09.2020

Customer Service Officer

BCA
02.2015 - 02.2016

MBA - Business Management

Universitas Indonesia

Bachelor of Science - Agricultural Engineering

Universitas Gadjah Mada

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LYDIA AGUSTINA SINAGABANKER