Relida Putri Kinasih

Experience

• 

  PT Bank Central Asia Tbk

  Oct 2015 - now

  My company sees wealth management as a new profit generator, so it expands the wealth management division from headquarter to branches. As a part of this development, I am assigned as the first and the only Wealth Specialist in my branch. My working scope area is Asia Afrika branch and its 12 subbranches. In my daily activities, I work closely with Account Officers, Relationship Officers, Teller, Customer Service Officers, subbranch heads, and the clients.I directly report to Priority Head and Head of Branch Operational.My responsibilities :- Educating the staff about investment products- Presenting market update about the economy- Giving direction about investment strategy- New clients acquisition- Maintaining existing clients and managing their portfolios- Making daily report, weekly report, and monthly report- Coordinate with headquarterKey performance indicator :- The quality of market update- Number of new clients- Increasement of fee base income- Increasement of asset under management Show less The main duty of Relationship Officer is to maintain relationships with the bank's clients (with focus on Affluent and HNWI segment).I am assigned to maintain 200 clients (companies and individual clients) with direct report to Head of Relationship Officer and Head of Branch Business Development.My responsibilities :- Maintaining relationships with the clients, through face-to-face visit, call, email, short messages- Handling their needs and giving total solution (mortgage, loan, credit card, EDC machine, investment, business to business solution, payroll, etc)- Giving excellent service to the clients- New clients acquisition- Preventing cash outflow to other banksKey performance indicator :- Excellent score of client satisfaction survey- Increasement of mortgage and loan- Increasement of fund- Increasement of client product possession- Profit growth- Number of activities with the client Show less

  • Wealth Specialist

    Mar 2020 - now

  • Relationship Officer

    Oct 2015 - Mar 2020