Rainy Tumengkol, MBA.,CFP®.,AEPP®.

Experience

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  UOB

  Oct 2010 - Sept 2012

  Relationship Manager Wealth Banking

  Maintain relationship with existing customer or new customer and responsible for understanding customer needs, actively educating wealth management and selling Insurance, Investment, Bonds, and Treasury products to generate revenue and fulfill the sales target.

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  PT. CIMB SUN LIFE

  Oct 2012 - Oct 2013

  Telemarketing Campaign

  To design, plans, launch, monitor campaigns for Telemarketing & ensure sales target achieved. Provide reports and necessary controls, to ensure every campaign is effective and involve in any activities related to Telemarketing campaign management, such as: product development process, script development, marketing plan, contest, VR quality checking, script development, etc

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  Panin Dai-ichi Life

  Apr 2014 - Jan 2015

  Bancassurance Trainer

  To deliver the required training material especially about insurance knowledge & Bancassurance Product Knowledge to all Panin Dai-ichi Life’s Bancassurance Sales Team & Bank Staff, including to provide reports on training activity and involved in each Training Projects related to the development of Panin Dai-ichi Life’s sales force skill to achieve the sales target.

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  Allianz Life Indonesia

  Jan 2015 - Jun 2022

  Initiate & deliver the strategic of Allianz Bancassurance is planned and aligned with all Allianz’s Bank Partner and OJK regulations to ensure the business growth through sales activation initiatives e.g. sales contest/campaign, sales system enhancement, sales force compensation/scheme (but not limited to budget calculation to control bancassurance operating expenses), sales training/assessment for all Financial Adivsor, sales monitoring, product activation (develop sales tools) and in charge in projects related to Bancassurance Sales Activation to maintain sustainable partnership business. Show less Responsible for the relationship management between Allianz - Maybank and liase with related departments in Allianz and bank partner for operations initiatives, sales initiatives, and product initiatives to fulfilled bank partner’s customer needs Including prepare and update (or review) all documents required to succeed the product approval process from OJK (SIJINGGA & SPRINT). Also Coordinating with related departments in Allianz for problem solving & service improvement regarding Bancassurance matter Show less

  • Bancassurance Business Strategy Executive Manager

    Sept 2019 - Jun 2022

  • Bancassurance Business Development Manager

    Feb 2017 - Aug 2019

  • Bancassurance Trainer

    Jan 2015 - Jan 2017
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  FWD Insurance

  Jun 2022 - Aug 2024

  Bancassurance Sales Activation & Performance Management
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  Oona Insurance Indonesia

  Sept 2024 - now

  Sr. Bancassurance Manager

  Building, developing, maintaining and sustaining solid relationships with OONA’s existing bankpartner and potential business partner to ensure OONA’s Bancassurance business growth throughsales activation initiatives e.g. sales monitoring or generate periodic reports include data analysisand recommendation/initiatives (create marketing program, SLA improvement, develop salestools, complete product propositions, etc). Ensure all business cooperation with existing and newbank partner well-documented in a manner way. Show less