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, Indonesia08-2022
Bachelor of Science - Agricultural Engineering
Universitas Gadjah Mada
Yogyakarta, Indonesia08-2014
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