Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

CINDY AGUSTINA

Kuala Lumpur

Summary

People oriented and result driven team leader with a proven track record at Exness, excelling in account management and client retention. Expert in strategic planning and process improvement, I successfully motivated teams to enhance customer satisfaction and loyalty, driving significant portfolio growth. Adapt at utilizing CRM systems to optimize client interactions and achieve business objectives.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Team Leader - Premier Account Management

Exness
Kuala Lumpur
2023.03 - 2025.06
  • Directed the premier key account manager team to achieve goals and maintain a profitable client portfolio.
  • Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
  • Facilitated communication between departments to resolve issues quickly.
  • Implemented process improvements to enhance customer satisfaction.
  • Monitored team performance and provided constructive feedback regularly.
  • Developed strategies to identify and retain high-value clients in targeted segments.
  • Planned and executed business campaigns to acquire new clients and expand portfolio activities.

Senior Key Account Manager - Premier Account Management

Exness
Kuala Lumpur
2022.01 - 2023.03
  • Managed profitable retail portfolio by acquiring new clients and retaining high-net-worth individuals.
  • Trained and mentored junior team members on best account management practices.
  • Utilized CRM systems to track interactions and maintain up-to-date client records.
  • Monitored customer satisfaction levels and addressed any issues or concerns in a timely manner.
  • Developed strategies to identify and retain high-value client segments.
  • Established direct professional relationships with top-tier clients.
  • Planned and executed business campaigns to enhance portfolio growth.

Key Account Manager - Premier Account Management

Exness
Kuala Lumpur
2019.08 - 2021.12
  • Managed profitable retail business portfolio by acquiring and retaining high-value clients.
  • Collaborated with cross-functional teams to enhance service offerings for clients.
  • Formulated strategies to identify and engage potential high-segment clients.
  • Established direct relationships with key segmented clients to enhance loyalty.
  • Planned and executed business campaigns to grow portfolio activities.
  • Resolved issues and requests to improve satisfaction among high-value clients.

Corporate Treasury FX Sales

Bank of China (Hong Kong) Jakarta Branch
Jakarta
2018.05 - 2019.06
  • Distributed daily FX pricing and market updates to branches and corporate clients.
  • Acquired new business accounts while nurturing relationships with Chinese companies.
  • Achieved Treasury Division revenue targets for product sales and managed liabilities.
  • Liaised with Retail, SME, Corporate Banking, and branch departments to enhance collaboration.

Treasury FX Sales

PT. Bank CCB Indonesia
Jakarta
2017.07 - 2018.03
  • Disseminated daily FX pricing and market updates to branches and clients.
  • Acquired new business accounts while nurturing relationships with customers, particularly those from China.
  • Conducted training sessions for branch staff and Relationship Managers to enhance product knowledge.
  • Achieved Treasury Division sales revenue targets for products and liabilities as set by management.
  • Collaborated effectively with Retail Banking, SME Banking, Corporate Banking, and branch departments.

Global Markets FX Sales

PT. Bank ICBC Indonesia
Jakarta
2015.03 - 2017.07
  • Distributed daily FX pricing to branches and corporate customers.
  • Maintained profitable daily FX blotter for accurate reporting.
  • Generated Global Markets Sales confirmations for all sales transactions.
  • Achieved Global Markets product sales revenue targets set by management.
  • Cultivated strong relationships with Retail Banking, SME Banking, Corporate Banking, and branch teams.

Education

International Marketing

Binus University
Jakarta
01.2013

SMA (High School) -

Harapan Bangsa
Tangerang
01.2009

Hua Language Centre & BMC Academy
Singapore
01.2006

Skills

  • Team leadership
  • Account management
  • CRM utilization
  • Strategic planning
  • Process improvement
  • Client retention

Certification

  • Hanyu Shuiping Kaoshi (2011) (Mandarin Language Certification)
  • English Proficiency (2013)
  • Treasury Dealer Certification (Basic) (2016)
  • BSMR (Risk Management) Level 1 (2016)
  • BSMR (Risk Management) Level 2 (2017)

Languages

Indonesian,  English, Mandarin

Timeline

Team Leader - Premier Account Management

Exness
2023.03 - 2025.06

Senior Key Account Manager - Premier Account Management

Exness
2022.01 - 2023.03

Key Account Manager - Premier Account Management

Exness
2019.08 - 2021.12

Corporate Treasury FX Sales

Bank of China (Hong Kong) Jakarta Branch
2018.05 - 2019.06

Treasury FX Sales

PT. Bank CCB Indonesia
2017.07 - 2018.03

Global Markets FX Sales

PT. Bank ICBC Indonesia
2015.03 - 2017.07

International Marketing

Binus University

SMA (High School) -

Harapan Bangsa

Hua Language Centre & BMC Academy

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CINDY AGUSTINA