Bratakusuma - Banker - Jakarta, Indonesia

Lesmana Soeriohadi Bratakusuma

Jakarta, Indonesia




Experienced in fixed income investment, treasury, and life insurance products and bancassurance system

Work History


Oase Café & Restaurants

From September 2013

Halim Golf Club'
Oase Café 'Halim Golf Club'
Responsibilities: Managing family owned cafés and restaurants at Halim Golf Club

Fixed Income Product Manager

CIMB Niaga Bank

August 2010 - August 2013

Private, Preferred and Wealth Management Group

1. Fixed income product: Bond trading in primary (IPO) and secondary markets,
offering in IDR and USD bond currencies.
2. Other treasury product such as Dual currency and Market Linked Deposit
3. Socialized and delivered trainings to sales force in branches nationwide.
4. Customer gathering and reward program.

1. Foreign Exchange Retail is a synergy company between CIMB Niaga and ICE that
offer foreign exchange transaction within CIMB Niaga branches.
2. Introducing Exchange Traded Fund (ETF) in bond secondary market from CIMB
Principal Malaysia for Private Banking customer segment.
3. Life Insurance product by referral system with Singapore Life Insurance Agency for Private Banking customers segment.
4. Indonesian Government bond Primary Market (IPO) such as ORI006, ORI007,
ORI008, ORI009, ORI010, Sukuk Ritel series which are SR001, SR002, SR003,
SR004 and SR005.

Fixed income product development

Indonesian Government & Corporate

bond trading in secondary market (in IDR and USD) for private, preferred and retail branches.
7. Other treasury products such as Dual currency and Market Linked Deposit.

Curriculum Vitae Lesmana S Bratakusuma

Market Research & Business Planning

CIMB Niaga Bank

December 2008 - July 2010

Consumer Liability & Wealth Management Group

1. ORI and Sukuk Negara Ritel (Indonesian Government bond) from end to end
process, marketing program until sales target achievement.
- Coordinator between Ministry of Finance (MOF) and CIMB Niaga to prepare product launching from marketing, legal, advertising until
product launching date.
- Prepared the marketing collateral from registration form, flyer content and design, operational work flow in head office and branches.
- Prepared advertising in Newspaper media and Takshow in Radio.
- Product training delivery to branches and call center by direct visited and conference call.
- Daily report and final report to management and MOF

Secondary market
- Trading and monitoring on Daily Bonds Secondary market
- Trading coordinator between Treasury and branches during daily
secondary market.
- Responsible to Update market news, especially bonds and share market.

1. Government bonds retail such as ORI006 and ORI007
2. Government sukuk bond such as SR001 and SR002
3. Indonesian Bonds Retail trading in USD currency

Business Support Head

Consumer Liability Group

February 2006 - November 2008

1. Monitored Bancassurance sales on branches and sub branches
2. Provided Trainings in Bancasurance products
3. Training Coordinator in AAJI (Life Insurance Certification) and Waperd (Risk
Management Certification)
4. Developed sales tracking tool on bank system and socialized to branches
5. Administration support for Bancassurance and investment
6. Maintained relationship with business partner from operation & marketing side.

Curriculum Vitae Lesmana S Bratakusuma

1. New Bancassurance branch model team especially for Bancassurance Product
2. Sales Tracking System on AS400 system for Bancassurance Sales Tracking
3. Management Report (MIS)
4. Developed Logistic & administration for Investment & Bancassurance
5. Developed product guidance book for Bancassurance
6. AAJI and Waperd certification

Conservation Manager

CIGNA Insurance Company

August 2005 - January 2006

1. Monitored and maintained the Lapsed ratio Life Insurance policies related to new business policy
2. Setup a new team called Winback Team to call customer in order to keep their
policies active especially for those with policy status in active
3. Monitored premium collection from business partner
4. Maintained relationship with business partner from operation related things.

Project: Developed Winback team

Accident &Health Marketing Support and Product Development Head

AIG LIPPO Head Office

November 2004 - July 2005

1. Responsible for Marketing Support & Product Development for A & H Team area and enhance growth opportunities in A & H. Duties
2. Support Marketing material including application form, brochure, poster,
creative design
3. Supporting data needed for contest and report, including sales report
4. Coordinator between sales, Underwriting, Information Technology Dept
5. Coordinating for launching new A&H product
6. Product development team especially for A&H product

Curriculum Vitae Lesmana S Bratakusuma

(A&H) product owner

Accident and Health

BNI Bancassurance

B&RSG Supervisor New Compensation Scheme (2004)

BII Bancassurance

Bank and Retail Business Support Department Head

AIG LIPPO Head Office

January 2002 - October 2004

1. Maintained and developed the Performance Reporting for branches and management as a Management Information System
2. Maintained the operational workflow in accounting side between branches and head office's accounting
3. Developed and maintained the performance parameter for agent and supervisor
4. Setup new compensation scheme for agent (2003) and supervisor (2004) with
Actuary and Legal division and act as a coordinator between IT Division, Legal
division and Management.
5. Coordinating new branches opening from premises, register in IT division,
registered in accounting division and other related division or department.
6. Involved in external project with other company, such as Bancassurance, joint
7. Product Development for Retail market
8. Coordinating with related department to prepare the new product and maintain the system for other purposes, such as reporting, compensation and analysis.

BRSG Financial Advisor (Agent) New Compensation Scheme

ABN Amro Bancassurance


Curriculum Vitae Lesmana S Bratakusuma

Quality Assurance Technical staff

Lippo Telecom

September 2001 - December 2001

1. Reviewed work flow on Distribution & Marketing channel.
2. Developed a Manual Guidance based on the review result.

Developed System and Operational Procedure on Distribution and Marketing

Business support manager

B&RSG Score Card

3. Bank Bali Bancasurance development team (2002)

Head Office - Bank


September 2000 - August 2001

and Retail Business Support Deputy
Department Head
1. B&RSG e-access: Policies information by internet access (2001)

Financial Center Division Administration staff

Financial Center Division Administration

August 1996 - December 1997

1. Built Profit & Loss Report for each branch
2. Marketing support for marketing activities


Treasury product such as Market linked deposit and dual currency

working with treasury for preparing other treasury product such as market linked deposit and dual currency products, conduct training to branches, propose marketing program with treasury, prepare customer gathering in branches

Secondary market bond trading

Working with treasury preparing bond product in secondary market such as preparing the system, socialize bond product to branches, conduct training for branches, prepare and conduct customer gathering in branches, prepare sales incentive from training.

Bancassurance with third party

Our company sell life insurance product from AIA within our branches with referral system. My responsibilities are from preparing new product with management and third party, conduct product training, marketing program, marketing material, propose new product to central bank, and monitoring sales result include synchronize sales report among companies.

IPO Corporate bond

Prepare with third party for selling process, sales form, sales tool, training for branches' marketing people, work flow between third party and internal company.

IPO Indonesian Government Bond

Working with Ministry of Finance as a selling agent for launching Government bond IPO. The scopes are from agreement, marketing communication, marketing program (advertising in flyer, newspaper, billboard, company website), product and selling skill training to bank's marketing in branch and customer service, preparing daily report to government and management, preparing work flow within internal department, preparing sales form, and preparing final report form Government.

Qualifications & Certifications

Santa Theresia high school

Business Administration

University of Technology Sydney

Banking and Corporate Finance

University of Technology Sydney

Academic English in Insearch Language Center

English Education Center

Management, Undergraduate

Tarumanagara University

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