Rizal Dwi Cahyono., S.T, M.M, RFP®, AEPP®

Experience

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  AXA Mandiri Financial Services

  Dec 2008 - Jun 2009

  Financial Advisor

  • Financial Advisor at Bank Mandiri, Blitar• Financial Advisor at Bank Mandiri, TulungagungReported to the Area Sales Manager. As a Financial Advisor, responsibilities included:• Meeting sales targets within the assigned area.• Providing financial planning, retirement planning, and investment advisory services to clients.• Assisting clients in understanding their financial goals, assessing their financial situations, anddeveloping strategies to achieve those goals.• Analyzing clients’ needs and recommending suitable financial products and services. Show less

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  Prudential Indonesia (PT Prudential Life Assurance)

  Dec 2009 - Jun 2011

  Financial Services Consultant - Bancassurance

  • Financial Services Consultant at Permata Bank, Malang.• Financial Services Consultant at Permata Bank, Jember.• Financial Services Consultant at Permata Bank, BanyuwangiReported to the Area Sales Manager. Responsibilities included:• Assisting clients in understanding their financial goals, assessing their financial situations, anddeveloping strategies to achieve those goals.• Achieving APE targets as assigned

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  Allianz Life Indonesia

  Jun 2011 - Nov 2011

  Senior Insurance Advisor - Bancassurance

  • Senior Insurance Advisor at Bank Ekonomi, a member of HSBC, Surabaya.• Senior Insurance Advisor at Bank Ekonomi, a member of HSBC, MalangReported to the Area Sales Manager. Responsibilities included:• Providing financial planning, retirement planning, and investment advisory services to clients.• Achieving APE targets as assigned

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  Prudential Indonesia (PT Prudential Life Assurance)

  Dec 2011 - Mar 2023

  • Conducted training activities based on the training roadmap, rolled out company initiatives, and executed strategic development programs. These included, but were not limited to: the Nurturing Program for new sales forces, Leadership Training Program, Sales Ideas/Techniques, Objection Handling Classes, and Product Launch or Refreshment sessions.• Delivered training programs for RMs, BMs, and IS staff of Bank OCBC NISP, Qatar National Bank, Bank Neo Commerce, UOB Bank, and Standard Chartered Bank, including regional training sessions as required.• Conducted train-the-trainer sessions for the Training Team.• Developed training materials as needed to support the Sales Force Department.• Maintained strong relationships with sales forces, ASMs, RSMs, and NSHs to ensure all training activities aligned with and supported business objectives Show less • Regional Sales Manager for Permata Bank, overseeing Region 7: East Java, Bali, and Sulawesi.• Regional Sales Manager for Bank Rakyat Indonesia (BRI), covering Bali, Surabaya, Malang, and Kalimantan.• Regional Sales Manager for Qatar National Bank (QNB), managing East Java and Bali regions.• Regional Sales Manager for Bank Mestika, responsible for Surabaya, Padang, Jambi, Batam, and Pekanbaru regions.• Regional Sales Manager for Bank UOB, overseeing East Java and Bali regionsResponsibilities:• Manage sales growth through the assigned sales network.• Control and monitor the performance of the team (ASM & FSC).• Achieve APE targets as assigned.• Actively communicate and engage closely with bank partners at the branch level to drive sales through various initiatives and programs.• Coordinate with related departments to support functions such as budgeting, events, and manpower planning, ensuring smooth execution of activities.• Monitor sales achievement data and performance related to production and contests.• Ensure all processes and procedures are completed accurately and meet quality standards Show less

  • Regional Trainer - Partnership Distribution

    Sept 2017 - Mar 2023

  • Regional Sales Manager - Bancassurance

    Dec 2011 - Aug 2017
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  MSIG Life

  Sept 2023 - now

  Business Partner

  Developed and led team to grow insurance business