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
2020.07 - 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
2015.09 - 2020.07
Finance Staff
PT Samco Group
Tangerang
2014.11 - 2015.06
Customer Service
Bank Artha Graha International
Tangerang
2014.01 - 2014.11
Purchasing Officer
PT. Gain Yusilan
2012.11 - 2013.11
Chemical Analyst
PT. Ecostar Laboratory
Tangerang
2012.01 - 2012.10
Education
Diploma - Chemical Analyst
Institut Pertanian Bogor
Bogor 2008.01 - 2011.01
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
2020.07 - Current
Relationship Manager, Staff
PT. Bank Commonwealth
2015.09 - 2020.07
Finance Staff
PT Samco Group
2014.11 - 2015.06
Customer Service
Bank Artha Graha International
2014.01 - 2014.11
Purchasing Officer
PT. Gain Yusilan
2012.11 - 2013.11
Chemical Analyst
PT. Ecostar Laboratory
2012.01 - 2012.10
Diploma - Chemical Analyst
Institut Pertanian Bogor
2008.01 - 2011.01
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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