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Mirwan Saleh

@mirwansaleh

Customer Operations & Financial Services professional with 15+ years in banking, insurance, customer support, and Zendesk-based complaint handling.

Indonesia

Message

What I'm looking for

I’m seeking full-time remote opportunities in Customer Operations, Customer Support, Customer Success, Operations Support, Insurance Operations, and Financial Services. I’m open to working with international teams and different time zones.

Customer Operations and Financial Services professional with 15+ years of experience across banking, bancassurance, and life insurance. I have experience in customer support, client servicing, case follow-up, documentation, financial product processes, and relationship management.

At PT Ruma Arisan Mapan (GoPay), I used Zendesk to handle, document, and follow up customer complaints, while monitoring customer issues and coordinating follow-up. I also have extensive experience in banking and insurance environments, handling customer information, financial products, documentation, and service requests.

I am open to remote opportunities in Customer Operations, Customer Support, Customer Success, Operations Support, Insurance Operations, and Financial Services. I am comfortable working with digital tools, remote teams, and international work environments.

Experience

Work history, roles, and key accomplishments

Current

Financial Specialist

Current

PT A.J. Manulife Indonesia

Jan 2025 - Present (1 year 9 months)

Manages high-net-worth and priority clients, delivering tailored investment and protection solutions. Produces approximately IDR 210,000,000 in monthly life insurance premium while maintaining long-term client relationships.

Financial Advisory Client Servicing Relationship Management Policy Administration Documentation Customer Follow up

Senior Relationship Officer

PT Bank Sinarmas, Tbk

Jan 2021 - Dec 2022 (1 year 11 months)

Managed customer portfolios with a focus on investment and protection solutions. Handled customer needs, financial product discussions, documentation, and follow-up to support service quality and sales targets.

Customer Portfolio Management Product Discussions Documentation Follow up Consultative Selling

Bancassurance Life Consultant

PT AIA Financial

Jan 2020 - Dec 2021 (1 year 11 months)

Achieved sales targets through the bancassurance channel in collaboration with bank relationship teams. Conducted joint client visits and financial solution presentations for priority customers.

Bancassurance Sales Client Visits Financial Presentation Creation Documentation Follow up

Team Leader / Supervisor

PT Ruma Arisan Mapan

Jan 2017 - Dec 2019 (2 years 11 months)

Led field sales teams and monitored performance against monthly targets. Used Zendesk to handle, document, and follow up customer complaints, ensuring cases were tracked and addressed according to established procedures.

Team Leadership Sales Management Zendesk Customer Complaint Handling Documentation Performance Monitoring

Area Sales Manager

PT Asuransi Jiwa Sequis Life, Tbk

Jan 2013 - Dec 2017 (4 years 11 months)

Led and managed agency sales teams across assigned areas to achieve life insurance sales targets. Recruited, trained, and developed new agents to improve productivity and retention.

Sales Management Team Leadership Recruitment Training Coaching Performance Reviews

Customer Service & Priority Banking

PT Permata Bank, Tbk

Jan 2015 - Dec 2016 (1 year 11 months)

Served priority banking clients and supported relationship management activities. Supported customer service, banking transactions, documentation, and cross-selling of financial products.

Customer Service Priority Banking Banking Transactions Documentation Cross Selling

Relationship Manager Priority

PT Bank Mega, Tbk

Jan 2013 - Dec 2014 (1 year 11 months)

Managed priority customer portfolios and cross-sold banking and financial products. Maintained customer relationships and supported financial product servicing.

Relationship Management Cross Selling Customer Portfolio Management Financial Product Services

Customer Service Officer

PT Bank Central Asia, Tbk

Jan 2010 - Dec 2013 (3 years 11 months)

Provided professional service to retail and priority banking customers. Supported banking service requests and cross-selling of banking and insurance-related products.

Customer Service Banking Operations Cross Selling Documentation Follow up