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
03.2023 - 06.2025
- 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
01.2022 - 03.2023
- 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
08.2019 - 12.2021
- 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
05.2018 - 06.2019
- 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
07.2017 - 03.2018
- 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
03.2015 - 07.2017
- 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
Jakarta01.2013
SMA (High School) -
Harapan Bangsa
Tangerang01.2009
Hua Language Centre & BMC Academy
Singapore01.2006
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
03.2023 - 06.2025
Senior Key Account Manager - Premier Account Management
Exness
01.2022 - 03.2023
Key Account Manager - Premier Account Management
Exness
08.2019 - 12.2021
Corporate Treasury FX Sales
Bank of China (Hong Kong) Jakarta Branch
05.2018 - 06.2019
Treasury FX Sales
PT. Bank CCB Indonesia
07.2017 - 03.2018
Global Markets FX Sales
PT. Bank ICBC Indonesia
03.2015 - 07.2017
International Marketing
Binus University
SMA (High School) -
Harapan Bangsa
Hua Language Centre & BMC Academy
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