Desy Indrawaty
Summary
An experienced financial professional with track record of over 8 years as a Sales Manager and HNW Client relationship manager. Successfully lead and manage high-performing sales teams in achieving sales target. Excellent in building strong client relationships through effective client engagement strategies, client service delivery, and tailored customized wealth management solutions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Manager
Income Insurance
09.2022 - Current
- Top 10 API Sales Manager for August and September 2023
- Execute sales planning and strategies to achieve sales KPI
- Lead and coach a team of 13 highly motivated financial consultants in achieving their individual personal targets through one-on-one training and mentoring
- Conducted team meetings to align team goals and set clear expectations about standard of sales in accordance to regulations prescribed by financial regulator
- Handled client complaints, enabling quick resolution, and increased client satisfaction
Financial Consultant, Part Time
AIA
12.2020 - 08.2022
- Tailored financial planning based on individual and family circumstances, needs and goals
- Achieve Top in Rookies Award of Q2 2021
Self Employed
Doe and Zoey
11.2019 - 12.2021
- Curated and sell minimalist design baby shoes
- Built online presence organically to increase client engagement with various forms of social media marketing platforms (Instagram, Facebook)
- Developed and executed marketing campaigns to increase online sales
Senior Relationship Manager
DBS Singapore
09.2015 - 08.2018
- Managed and grew more than SGD 60 million portfolio
- Built close relationships with High Net Worth clients through active client engagement, market updates and customized portfolio solutioning
- Drive revenues into Indonesia offshore market by growing existing client AUM/portfolio and onboarding new HNW prospects
- Experienced in sophisticated investment (Accredited Investor) products and solutions including Fixed Income, Equity Linked Notes, Dual Currency Investment, FX, Unit Trust and Portfolio financing
- Performed periodic client review to ensure compliance with internal policies and AML regulatory requirement including CDD (Customer Due Diligence) and EDD (Enhanced Due Diligence)
- Worked with branch partners to maximize referral to onboard prospects and cross-sell of products and services
Sales Quality Assistant Vice President
HSBC
11.2014 - 08.2015
- Performed document checks and independent callback to ensure suitability of all advice and documentation by Relationship managers meet regulatory and internal compliance requirements
- Worked closely with Compliance, Risk and other relevant departments to ensure current process of surveillance is in compliant with current regulations
- Performed root cause analysis, identifying control weakness and providing recommendations to stakeholders
Relationship Manager
Oversea-Chinese Banking Corporation
03.2012 - 10.2014
- Grew revenues substantially and achieving more than 100% year-to-date sales target
- Recipient of Gold Excellent Service Award 2014
- Handled client feedbacks effectively and received various compliment of excellent service consistently
Personal Banker
United Overseas Bank
01.2011 - 02.2012
- Provided wealth planning solutions mostly for education and retirement planning
- Experienced in using CRM keeping track clients’ portfolio to deliver quality advice
- Expanded client-base through cold calls, tag, referrals and events
Marketing Coordinator
NBC Universal
08.2010 - 12.2010
- Drove traffic of audiences to all channels’ websites and social media sites through online marketing activities
- Created brand collaterals, proposals and presentations for off-air marketing activities for multiple brand channels
- Prepared press releases, media kit creation, and media pitching for the coverage of the TV programs for regional stakeholders in Asia Pacific
- Coordinated marketing campaign and managed prize fulfillment for regional contest of notable brand: The Biggest
- Loser Asia (TV show)
Student Representative Executive
CO-CURICULLAR, NTU Students
08.2008 - 08.2009
- Led a group of more than 10 students in revamping feedback channels for all students
- Involved in various round-table discussion with university management to improve academic policies and address other major students' issues and concerns
Member and Camp Welfare Officer
NTU CAC Choir
06.2006 - 07.2008
- Won a Gold Medal representing NTU in the Festival of Songs 2008 (Olomouc, Czech Republic)
Education
Bachelor of Communication Studies -
Nanyang Technological University
Singapore07.2010
Minor in Business -
Nanyang Business School
Singapore2010
Skills
- Leadership
- Coaching and Mentoring
- Client Relationship Management
- Negotiation
- Goal Driven
- Fast Learner
Certification
CMFAS certification
- M1B, M5, M6, M6A, M8, M8A, M9, M9A and Health Insurance
Proficient in Ms Excel, Ms Word, Ms PowerPoint, Adobe Photoshop and Adobe InDesign
Yoga, Barre, Pilates
-
Languages
Indonesian
Bilingual or Proficient (C2)
Chinese (Mandarin)
Intermediate (B1)
English
Bilingual or Proficient (C2)
Timeline
Sales Manager
Income Insurance
09.2022 - Current
Financial Consultant, Part Time
AIA
12.2020 - 08.2022
Self Employed
Doe and Zoey
11.2019 - 12.2021
Senior Relationship Manager
DBS Singapore
09.2015 - 08.2018
Sales Quality Assistant Vice President
HSBC
11.2014 - 08.2015
Relationship Manager
Oversea-Chinese Banking Corporation
03.2012 - 10.2014
Personal Banker
United Overseas Bank
01.2011 - 02.2012
Marketing Coordinator
NBC Universal
08.2010 - 12.2010
Student Representative Executive
CO-CURICULLAR, NTU Students
08.2008 - 08.2009
Member and Camp Welfare Officer
NTU CAC Choir
06.2006 - 07.2008
Bachelor of Communication Studies -
Nanyang Technological University
Minor in Business -
Nanyang Business School
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