Asuransi Jiwa Manulife Indonesia, PT (AJMI)
Manulife
-
Client ID
1229
-
Client Name
Asuransi Jiwa Manulife Indonesia, PT
-
Alias
Manulife
-
Initial
AJMI
-
Account Manager
Levitasari Darmawan, Dinda Rizkyta
-
Industry
Insurance
-
Address
Gedung Sampoerna Strategic Square South Tower Lt. 3 - 17 Jl. Jenderal Sudirman Kavling 45 - 46 Jakarta 12930
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 111/AJMI-EN(A)-DM/V/22 | Mastering of Influential Communication | 5440 | IDR 45,000,000 | 11 | 2022 |
| 2 | 269/AJMI-EN/V/21 | Pelatihan "Creating Great Customer Experience" | 5154 | IDR 115,000,000 | 10 | 2021 |
| 3 | 115/AJMI-EN/V/19 | Delivering Excellent Service | 4935 | IDR 52,500,000 | 10 | 2020 |
| 4 | 115/AJMI-EN/V/19 | Delivering Excellent Service | 4959 | IDR 52,500,000 | 11 | 2020 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 111/AJMI-EN(A)-DM/V/22 | Mastering of Influential Communication | IDR 45,000,000 | 11 | 2022 |
| 2 | 269/AJMI-EN/V/21 | Pelatihan "Creating Great Customer Experience" | IDR 115,000,000 | 10 | 2021 |
| 3 | 115/AJMI-EN/V/19 | Delivering Excellent Service | IDR 52,500,000 | 10 | 2020 |
| 4 | 115/AJMI-EN/V/19 | Delivering Excellent Service | IDR 52,500,000 | 11 | 2020 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 069/AJMI-DR/II/26 | Build relation with customer | Proposal | IDR 55,000,000 |
| 2 | 083/AJMI-DR/II/26 | MASTERING CREATIVE PROBLEM SOLVING AND DECISION MAKING SKILLS | Proposal | IDR 55,000,000 |
| 3 | 296/AJMI-EN(A)/XII/22 | Digital Service Strategy & Implementation | Proposal | IDR 45,000,000 |
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 275/AJMI-LD/VIII/25 | Mastering Service Excellence Through Voice & Words | Deal Lost | IDR 33,650,000 |
| 2 | 198/AJMI-EN/VIII/20 | Nurturing an Exceptional Relation With My Customer | Deal Lost | IDR 32,500,000 |
| 3 | 127/AJMI-EN/V/19 | winning teams, teaming wins | Deal Lost | IDR 55,000,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Fajar Joko | Customer Service Manager | 081281111813 | fajar_joko@manulife.com |
| Niko | HRGA | 08113632006 | niko@gmail.com |
| Novita Anggraini | ODS | 081299086488 | novita_anggraini@manulife.com |
| nurainy oktaviana (Oky) | Customer Retention | 081214458185 | nurainy_oktaviana@manulife.com |
| Ricca Sumarni | Procurement Department | 0 | @ |
| yuanita indriasari | Customer Service | +6221 2555 7788 ext.641420 | yuanita_indriasari@manulife.com |
| Yuanita Indriasari | na | 085225017712 | yuanita_indriasari@manulife.com |
| yuanita indriasari | Ops Excellence, Customer Care | 085225017712 | yuanita_indriasari@manulife.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Ramona El Napitupulu | Ramona_EI_Napitupulu@manulife.com | 081299086488 | novita_anggraini@manulife.com |
| yuanita indriasari | Customer Service | +6221 2555 7788 ext.641420 | yuanita_indriasari@manulife.com |
| yuanita indriasari | Customer Service | 085225017712 | yuanita_indriasari@manulife.com |
untuk Q2-Q4Click here for proposal detail
diundur ke Q3Click here for proposal detail
diundur ke Q3Click here for proposal detail
Proposal created with number 083/AJMI-DR/II/26. with subject MASTERING CREATIVE PROBLEM SOLVING AND DECISION MAKING SKILLSClick here for proposal detail
Proposal created with number 069/AJMI-DR/II/26. with subject Build relation with customer Click here for proposal detail
Tidak terpilih sebagai vendor pelaksanaClick here for proposal detail
Masih menunggu info dari management, akan ada perubahan jumlah peserta dan jadwal pelaksanaanClick here for proposal detail
Info dari PIC : Masih menunggu info lanjut dari managementClick here for proposal detail
Proposal created with number 275/AJMI-LD/VIII/25. with subject Mastering Service Excellence Through Voice & WordsClick here for proposal detail
Ada kebutuhan training offline service excellence untuk 10 - 15 tim CS (Call Center & Correspondence)
Kirim penawaran public training maret
Follow up kebutuhan dan kirim proposal brave dan dse
Kirim ucapan natal dan tahun baru
Perkenalan dan kirim katalog & compro by wa
Perkenalan dan kirim compro & katalog dengan PIC bu Novita
Forecast addedClick here for proposal detail
Perkenalan dengan PIC bu Yuanita melalui whatsapp
Explore kebutuhan untuk tahun ini ke pic
Proposal created with number 296/AJMI-EN(A)/XII/22Click here for proposal detail
No proposal: 198/MLI-EN/V/22.REV1 Pre training (FGD online) : 4 Oktober 2022 Training (offline) : 22 Oktober 2022 Post training (online) : - Coaching 1 : 3 November 2022 - Coaching 2 : 10 November 2022Click here for proposal detail
No proposal: 198/MLI-EN/V/22.REV1 Pre training (FGD online) : 4 Oktober 2022 Training (offline) : 22 Oktober 2022 Post training (online) : - Coaching 1 : 3 November 2022 - Coaching 2 : 10 November 2022Click here for proposal detail
waiting for client approvalClick here for proposal detail
waiting for client approvalClick here for proposal detail
Proposal created with number 111/AJMI-EN(A)-DM/V/22Click here for proposal detail
Proposal created with number 111/AJMI-EN(A)-DM/V/22Click here for proposal detail
Akan difollow up oleh Enita
Batch 1 : 2 & 9 Oct (IQ) Batch 2 : 2 & 9 Oct (NK) Batch 3 : 16 & 23 Oct (IQ) Batch 4 : 16 & 23 Oct (NK) Batch 5 : 30 Oct & 6 Nov (IQ)Click here for proposal detail
Batch 1 : 2 & 9 Oct (IQ) Batch 2 : 2 & 9 Oct (NK) Batch 3 : 16 & 23 Oct (IQ) Batch 4 : 16 & 23 Oct (NK) Batch 5 : 30 Oct & 6 Nov (IQ)Click here for proposal detail
Proposal created with number 269/AJMI-EN/V/21Click here for proposal detail
- send email utk e-certificate batch 1 - 5 - konfirmasi ke pic
- cek utk e-certificate total 5 batch - koordinasi dengan mba titi utk e-certificate yang salah
- compile report batch 4 dan 5 - send email to pic
- kirim revisi bast
(activity 23/11) - payment administration: bast, issue invoice, document delivery - request report submission to trainers
- persiapan teknis utk kelas batch 4, 5 besok - request link ms team
- Proses issue invoice pelunasan (tahaop 2) DES 5 BATCH
Rekap partial data report batch 4 dan 5
- email report batch 1,2, 3
- koordinasi utk jdwl tahap pembayaran pelunasan
Compile reportt bacth 1.2.3 discuss dgn trainer ybs
- compile report batch 1 - compile report batch 2 - compile report batch 3
- diskusi teknis untuk persiapan kelas sabtu
- koordinasi teknis utk jdwl batch 4 dan 5
- konfirmasi utk jdwl pembayaran tahap 2 - persiapan kelas batch 4 dan 5
Koordinasi utk pengganti hanan yg menjadi co-host
- preparation for class tomorrow
Activity 22/10/20 - Meeting prepation for training sesi 5 (17.00 - 18.00)
- konfirmasi issue invoice - konfirmasi pengiriman invoice softcopy dan hardcopy
- kirim e-sign kontrak yang sudah dittd JA - fup ke pic utk issue invoice tahap 1
activity 15 Okt - persiapan teknis kelas batch 1,2,3 SESI 3,4
- update list peserta ke mba titi - brief trainer
- review kontrak manulife - discuss dengan erly - kirim revisi kontrak ke pic
Technical meeting dengan sekuruh trainer sqci yang bertugas 17.00-18.00
Payment 2 term scheduleClick here for proposal detail
Run total 5 batch - 5session / batch 2 batch internal 3 batch associateClick here for proposal detail
- meeting discussion for outline detil 16.00-17.00 - pre training with sample pax 17.00-18.00
- koordinasi utk persiapan meeting dan pretraining bsk - kirim checklist standard utk materi training
- send revisi surat penawaran sesuai final nego
- harga final negosiasi dengan procurement total 5 batch Rp. .105,000,000 - sedang proses persiapan kontrakClick here for proposal detail
- negosiasi harga dgn procurement
sudah dalam proses pencatatan di procurement. kalau lancar akan running di Okt 2020Click here for proposal detail
masih dalam proses screening procurement, pic sedang mengajukan exception spy ga usah cari vendor pembanding masih diusahakan dan belum mendapatkan konfirmasi dari procurement. tgl sudah diblok sementara setiap sabtu mulai dari minggu ke2 OktClick here for proposal detail
proposal yang diajukan sepertinya lebih cocok untuk teman2 CS, kurang sesuai dengan tim Customer Retention. sehingga mereka sedang mencari alternatif lainnyaClick here for proposal detail
Administrasi kelengkapan dokumen dan proses pendaftaran vendor training Manulife diproses 17 Sept 2020Click here for proposal detail
Administrasi kelengkapan dokumen dan proses pendaftaran vendor training Manulife
- share proposed jadwal 5 batch utk program "Delivering Excellent Service"
Share free webinar 17 Sep 2020 ke pak Eddy: ga bisa ikut akan share ke internal
- arrange jadwal utk kelas 5 batch dimulai di w2 okt - persiapan utk dokumen utk procurement - discuss jdwl dgn mba titiClick here for proposal detail
untuk outline dirasa kurang cocok utk tim customer retention. SQCI sedang mengajukan meeting utk explore program dari awal sehingga bisa come-up dengan proposal baruClick here for proposal detail
- arrange jadwal utk kelas 5 batch dimulai di w2 okt - persiapan utk dokumen utk procurement - discuss jdwl dgn mba titi
- diskusi proposal - arrange kemungkinan jadwal program run di okt 2020 ( detil jdwl tbd)
- postponed to Oktober 2020 - penambahan menjadi 5 batch, dari yang sebelumnya 3 batch Click here for proposal detail
Jadwal mundur rencana di SeptClick here for proposal detail
Proposal created with number 198/AJMI-EN/VIII/20Click here for proposal detail
75 pax - 3 batch @25 pax on negotiation progressClick here for proposal detail
-offer PC
proposal diconvert dalam kelas webinar - 5 sesi topikClick here for proposal detail
- fup proposal pending before pandemi, discuss dengan pic untuk merubah ke dalam bentuk webinar - sqci akan mengirimkan revisi proposal
due to pandemic situation, no respond for this proposalClick here for proposal detail
pic no respondClick here for proposal detail
- congrats for new baby born - offer e-learning trial package Pic will share the information to manager during her maternity leave
- sales courtesy - kirim jadwal public class - find training oppurtunities pic saat ini belum ada kebutuhan, utk reff
Proposal created with number 040/AJMI-EN/II/20Click here for proposal detail
postponed to 2020Click here for proposal detail
masih proses persetujuan program ke management. setelah itu baru dipanggil kembali untuk pitchingClick here for proposal detail
jadwal diundur di Nov 2019 (estimasi)Click here for proposal detail
masih menunggu jadwal vendor pitching di Sept 2019Click here for proposal detail
pending
lost bidding
Proposal created with number 127/AJMI-EN/V/19
Proposal created with number 115/AJMI-EN/V/19
concall kebutuhan training service excellent
refresh pic
cold calling