WILLY PUTRA
Business Banking Relationship Manager
Jakarta,JK
Summary
A committed and self-motivated Relationship Manager with more than 7 years of experience of building positive long-term relationships, interactions and connections with clients.
Overview
10
10
years of professional experience
7
7
Certifications
2
2
Languages
Work History
Relationship Manager
Standard Chartered Bank
South Jakarta
07.2020 - Current
- Fostering relationships to maintain existing clients, while developing new relationships to attract potential clients to purchase products including but not limited to, Mutual Funds, Insurance, Obligations and deposits
Relationship Manager, Staff
PT. Bank Commonwealth
Jakarta
09.2015 - 07.2020
Finance Staff
PT Samco Group
Tangerang
11.2014 - 06.2015
Customer Service
Bank Artha Graha International
Tangerang
01.2014 - 11.2014
Purchasing Officer
PT. Gain Yusilan
11.2012 - 11.2013
Chemical Analyst
PT. Ecostar Laboratory
Tangerang
01.2012 - 10.2012
Education
Diploma - Chemical Analyst
Institut Pertanian Bogor
Bogor 01.2008 - 01.2011
Skills
Relationship building and management
Accomplishments
- Commonwealth Sales Award (Silver) 2017
- Commonwealth Sales Award (Gold) 2018
- Bancassurance Trip Winner2017 — 2020 (Santorini, Alaska, Japan, Scandinavia.
- 1st Investment AUM Contributor (S2)2019
- 3rd National APE FWD Contributor Bancassurance Award 2019
- 2nd Place Top Performance - National KPI Achievement Q4 -2020
- 2nd Place Top Performance - National KPI Achievement Q1-2021
Certification
Agent Certification , Indonesia Life Insurance Association (AAJI)
Timeline
Relationship Manager
Standard Chartered Bank
07.2020 - Current
Relationship Manager, Staff
PT. Bank Commonwealth
09.2015 - 07.2020
Finance Staff
PT Samco Group
11.2014 - 06.2015
Customer Service
Bank Artha Graha International
01.2014 - 11.2014
Purchasing Officer
PT. Gain Yusilan
11.2012 - 11.2013
Chemical Analyst
PT. Ecostar Laboratory
01.2012 - 10.2012
Diploma - Chemical Analyst
Institut Pertanian Bogor
01.2008 - 01.2011
Agent Certification , Indonesia Life Insurance Association (AAJI)
Mutual Fund Officer Certification, Asosiasi Pelaku Reksa Dana dan Invetasi Indonesia (APRDI)
Risk Management Lvl. 1 Certification, Badan Sertifikasi Manajemen Resiko (BSMR)
Broker Dealer Representative for Marketing, The Indonesia Capital Market Institute (TICMI)
Fund House Investment Training, Manulife Aset Management Indonesia
Fund House Investment Training, PT. Batavia Prosperindo Aset Manajemen
Certificate in Retirement Adequacy Planning (Cert. REAP)
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