Daniel Lee Email & Phone Number

Jakarta, Indonesia

Greater Jakarta Area, Indonesia

Maintaining close relationships with key platinum clients to defend stable revenue stream, while seek on other new opportunities.Improving customer satisfaction and sales effectiveness, as a treasury advisor, bring new solutions for treasury product that suits the clients needs.Build a strong relationship from various stakeholders within the bank from Relationship Managers to other Product Partners to ensure effective cross-selling.

Tct Building, Indonesia

New client acquisitions to diversify revenue sourcesDeepen penetration of existing clients to increase wallet share of existing portfolioMaintain close relationships with key platinum clients to defend stable revenue streamExecute a robust sales plan to achieve an aggressive growth and a demanding budget revenue

Responsible to grow FX volume and revenue for the bank’s key branchesExecute an aggressive growth plan in line with the bank’s strategyHold daily conference call to update market condition to various branches to support their sales activities

Build and maintain close relationships with clientsContinuously grew FX revenue and volume Analyze the FX market and provide a daily market outlook for customers.Apply technical analysis to assist in client trading decisionsOrganize conference call to branches and Relationship Managers for the daily market updates.