Rena Rusmayana
Delta,British Columbia
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager
Standard Chartered Bank
05.2021 - 06.2024
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Negotiated and closed complex deals with key clients, securing significant revenue streams.
Relationship Manager
CIMB Niaga
04.2020 - 03.2021
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Personal Banker
PT Bank Sinarmas
04.2018 - 07.2020
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Education
Bachelor of Economics -
Lambung Mangkurat University
Indonesia01.2014
Skills
- Portfolio Growth
- Client Relationships
- Time Management
- Product Knowledge
- Wealth Management
Certification
- REAP ( Certificate in Retirement Adequacy Planning)
- WPPE ( Certificate Broker - Dealer Representative) in Indonesia.
- AWP ( Associate Wealth Planner) in Indonesia
Languages
English
Professional Working
SPORTS
Playing golf and tennis involves engaging in regular physical activity, maintaining a healthy lifestyle, and managing stress. Additionally, it helps develop strategic thinking and focus, and can also assist in building networks and relationships with fellow enthusiasts in communities.
Timeline
Relationship Manager
Standard Chartered Bank
05.2021 - 06.2024
Relationship Manager
CIMB Niaga
04.2020 - 03.2021
Personal Banker
PT Bank Sinarmas
04.2018 - 07.2020
Bachelor of Economics -
Lambung Mangkurat University
- REAP ( Certificate in Retirement Adequacy Planning)
- WPPE ( Certificate Broker - Dealer Representative) in Indonesia.
- AWP ( Associate Wealth Planner) in Indonesia
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