AIA FINANCIAL, PT (AIA)
AIA
-
Client ID
1469
-
Client Name
AIA FINANCIAL, PT
-
Alias
AIA
-
Initial
AIA
-
Account Manager
Dinda Rizkyta, Dinda Rizkyta, Dinda Rizkyta
-
Industry
Insurance
-
Address
Jl. Jend. Sudirman Kav. 48A Jakarta Selatan 12930
Revenue
| # | Proposal # | Programme | Invoice # | Amount | Month | Year |
|---|---|---|---|---|---|---|
| 1 | 226/AIA-DR/VII/25 | Transforming Customer Centricity | 6392 | IDR 62,000,000 | 8 | 2025 |
| 2 | 229/AIA-EN(A)/VII/23 | Transform The Customer Experience | 5817 | IDR 55,000,000 | 11 | 2023 |
| 3 | 169/AIA-EN/VII/20 | Public Class | 4895 | IDR 400,000 | 8 | 2020 |
| 4 | 114/AIA-EN/VI/20 | Public Class Managing Customer Experience Post Covid19 | 4858 | IDR 1,000,000 | 7 | 2020 |
| 5 | 145/AIA-AI/V/18 | TFT - Be An Excellent Trainer (BEAT) | 4448 | IDR 55,000,000 | 7 | 2018 |
| 6 | 145/AIA-AI/V/18 | TFT - Be An Excellent Trainer (BEAT) | 4581 | IDR 115,500,000 | 12 | 2018 |
Won Deal
| # | Proposal # | Project Name | Amount | Month | Year |
|---|---|---|---|---|---|
| 1 | 226/AIA-DR/VII/25 | Transforming Customer Centricity | IDR 62,000,000 | 8 | 2025 |
| 2 | 229/AIA-EN(A)/VII/23 | Transform The Customer Experience | IDR 55,000,000 | 11 | 2023 |
| 3 | 169/AIA-EN/VII/20 | Public Class | IDR 400,000 | 8 | 2020 |
| 4 | 114/AIA-EN/VI/20 | Public Class Managing Customer Experience Post Covid19 | IDR 1,000,000 | 7 | 2020 |
| 5 | 145/AIA-AI/V/18 | TFT - Be An Excellent Trainer (BEAT) | IDR 55,000,000 | 7 | 2018 |
| 6 | 145/AIA-AI/V/18 | TFT - Be An Excellent Trainer (BEAT) | IDR 115,500,000 | 12 | 2018 |
Active Proposal
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 331/AIA-EN(A)/XI/23 | Delivering Service Excellence | Proposal | IDR 30,000,000 |
Lost Opportunity
| # | Proposal # | Project Name | Project Status | Project Amount |
|---|---|---|---|---|
| 1 | 286/AIA-DR/VIII/25 | EXCELLENCE INSIDE OUT | Deal Lost | IDR 79,000,000 |
| 2 | 321/AIA-DR/X/25 | Change Management Program (Be an Impactful Change Leader) & Team Assimilation Session | Deal Lost | IDR 37,000,000 |
| 3 | 0 | TFT - Be An Excellent Trainer (BEAT) | Deal Lost | IDR 100,000,000 |
| 4 | 068/AIA-RD/III/22 | Service Culture | Deal Lost | IDR 135,550,000 |
| 5 | 068/AIA-EN/V/20 | Blended Learning Program | Deal Lost | IDR 157,350,000 |
Client PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Aji | HRGA | +628179966116 | YOSEPHAJI-YA.YUDIKASIH@aia.com |
| Bryan | Head Of Customer Care | 08111097301 | bryan@aia.co.id |
| Nana | Learning | 081380396939 | Nanaarlina.supartono@aia.com |
| Putri Marinda | Partnership Distribution Premiere Academy – | (+62-21) 5421 8888 ext. 16418 | putri.marinda@aia.com |
| putri Marinda | Partnership Distribution Premiere Academy – | 089654080708 | putri.marinda@aia.com |
| Putu Kanyaka (Ibu Kanya) | Customer Care Manager | 08119149363 | putu.sriwreksa@aia.com |
| Triandi satrio wicaksono | Staff | 081310433093 | triandi.satriowicaksono@aia.com |
Invoice PIC
| PIC Name | PIC Title | PIC Phone | PIC Email |
|---|---|---|---|
| Bapak Yoseph Aji Yudikasih | Learning & Development | +628179966116 | YOSEPHAJI-YA.YUDIKASIH@aia.com |
| Nana | Learning | 081380396939 | Nanaarlina.supartono@aia.com |
| Ni Luh Putu Sriwreksa Kanyaka | Customer Care Manager | 08119149363 | putu.sriwreksa@aia.com |
| Tjen Yenti | yen | 021-54218888 | tjen.yenti@aia.com |
| Triandi Satrio Wicaksono | Partnership Distribution - Next Gen Academy | 081310433093 | triandi.satriowicaksono@aia.com |
| Yenti Tjen | Procurement Dept | 0812 | tjen.yenti@aia.com |
meeting membahas kebutuhan customer centricity, sudah dikirimkan outline, tinggal meeting offline
kalah dengan vendor lainClick here for proposal detail
kalah tender dengan vendor lainClick here for proposal detail
pengumuman tender di bulan NovemberClick here for proposal detail
Oktober, membahas proposal dan tinggal menunggu hasil tender
mengikuti tender di bulan NovemberClick here for proposal detail
menunggu hasil tenderClick here for proposal detail
Proposal created with number 321/AIA-DR/X/25. with subject Change Management Program (Be an Impactful Change Leader) & Team Assimilation SessionClick here for proposal detail
Proposal created with number 286/AIA-DR/VIII/25. with subject EXCELLENCE INSIDE OUTClick here for proposal detail
21 Agustus meeting Service Excellence Ops. dibuatkan proposal dikirim minggu depan. minta jadwal pasti mas bembi dan mas iqbal di bulan okt untuk 2 hari dan 1 hari post training coaching. 22 Agustus kelar kelas DSE, tinggal kirim invoice, laporan, dan E-Sertifikat
28 Juli 2025, diskusi terkait kelas post training coaching, dan detail di email
kebutuhah di service excellence dan yang lainnyaClick here for proposal detail
Kelas sudah berjalan di Juli, pembayaran request di akhri sesi coaching after tgl 21 AgustusClick here for proposal detail
23 juli, bertemu dgn bu nana request proposal untuk anak2 MT dan consult, sudah req ke mas iqbal dan mas toni, senin follow up
untuk 12 pesertaClick here for proposal detail
16 Juli 2025, fiksasi kelas Service Excellence untuk tgl 22-23 Juli. FGD di hari senin, 21 Juli. dan tinggal nunggu berkas PKS
Contract created with number 078/AIA-DR/LOA/VII/25. with subject Transforming Customer CentricityClick here for proposal detail
Letter created with number 033/AIA-DR/MKT/VII/25. with subject Transforming Customer CentricityClick here for proposal detail
Proposal created with number 226/AIA-DR/VII/25. with subject Transforming Customer CentricityClick here for proposal detail
public class tanya harga dll
Forecast addedClick here for proposal detail
menghubungi Chief Human Resources Officer di linked in, kirim compro
kirim invitation webinar free okt
triadi membalas namun belum ada kebutuhan
Senin - Selasa / 25 – 26 September 202Click here for proposal detail
Proposal created with number 331/AIA-EN(A)/XI/23Click here for proposal detail
Masih menunggu keputusan di akhir tahunClick here for proposal detail
Proposal created with number 229/AIA-EN(A)/VII/23Click here for proposal detail
Menggali kembali kebutuhan pelatihan karyawan
Program tidak jadi jalanClick here for proposal detail
Program tidak jadi jalanClick here for proposal detail
Call Pak Bryan Goals: untuk memperkenalkan diri setelah sebelumnya memperkenalkan diri di Whatsapp sekaligus follow up proposal yang lalu. Result: whatsapp tidak dibalas, belum dapat berbicara juga dengan PIC di telepon karena sedang meeting
Masih dibicarakan di internalClick here for proposal detail
Masih dibicarakan di internalClick here for proposal detail
Reminder terkait invitation PC ke pak Bryan
Info free seat ke Pak Bryan dan team PC tgl 14 April
Sent proposal ke pak Bryan dan team
Proposal created with number 068/AIA-RD/III/22Click here for proposal detail
Seasons greeting dan info PC 2022
Info dari Pak Bryan, kirimkan saja proposal yang kira2 cocok dengan AIA, nanti akan di review
- fup AR - konfirmasi pengiriman copy invoice + OR kerumah
- fup AR PC yang tertunggak - pic menginformasikan bahwa invoice asli hilang karena wfh jadi surat menyurat jadi terhambat - pic meminta untuk dikirimkan copy invoice+kwitansi asli untuk reproses pembayaran
1. Becoming an Outstanding Trainer in Virtual Class 6 August 2020 (13.30-15.30 WIB) - DONE RUN 2. The New Ways of Selling 18 August 2020 (10.00-12.00 WIB) Click here for proposal detail
Proposal created with number 169/AIA-EN/VII/20Click here for proposal detail
-konfirmasi untuk pendaftaran PC dari AIA
Public Class Managing Customer Experience Post Covid19 Tanggal Pelatihan: 01 Juli 2020 (10.00 – 11.30) Nama Peserta Terdaftar: 1) Ni Luh Putu Sriwreksa Kanyaka 2) Merisca Angga Pramana 3) Rahayu Herawati 4) Andra Aulia Dwi Putra Click here for proposal detail
- Send Confirmation Letter by Email to each pax - Send WA reminder to each pax 1) Ni Luh Putu Sriwreksa Kanyaka 2) Merisca Angga Pramana 3) Rahayu Herawati 4) Andra Aulia Dwi Putra
Proposal created with number 114/AIA-EN/VI/20Click here for proposal detail
- pic menyampaikan utk program training psdm tidak bekerjasama dengan sqci, dikarenakan sbb: > Harga compare to other msh tinggi > metode dan content yg akan dibawaka sqci lbh banyak teori dibanding acitivityClick here for proposal detail
- pic menyampaikan utk program training psdm tidak bekerjasama dengan sqci, dikarenakan sbb: > Harga compare to other msh tinggi > metode dan content yg akan dibawaka sqci lbh banyak teori dibanding acitivity
- revise Proposal psdm - add price for optional training method: 1) blended training 2) lms only 3) webinar only
- Price negotiation - proposal discussion
- revisi proposal PSDM (rev 1)
- inform proposal revision - price negotiation
- presentasi proposal PSDM to pic and team - peserta training adalah ABM (leader dari tenaga penjual), dari beberapa channel dan partner Bank kerjasama - 150 pax, metode blended learning - request utk ada inline dengan coaching & leadership - termasuk follow trough 2 bulan kedepan
- revisi proposal & costing proposal PSDM
- finalize & prepare proposal for 12June meeting
- reconfirm meeting schedule on 12 June
Proposal created with number 068/AIA-EN/V/20Click here for proposal detail
- Create Proposal blended training "PSDM for sales leader" - costing calculation
- send welcome package e-learning trial
- reminder to access trial e-learninh within today due to date limitation
- sales courtesy - pic not longer at training dept but in sales, he will introduce the new person
sales courtesy, menanyakan utk training class di tahun ini apakah ada, dan belum ada update lagi
Follow up proposal, PIC blg akan internal mtg dulu
Ibu Desi ex SQCI, sebelumnya PIC di Sampoerna Foundation dan baru saja pindah ke AIA. - Sudah kirim jadwal public class - Kirim 3 program development series : frontline, supervisor, manager (sudah diinfo kalau untuk program ini sementara hanya utk in-house saja)
Provide 3 program development series : fronline, supervisor, manager
revisi total amount
revisi total amount
salah nama PT
salah nama PT
ok
ok
H/O to EN
H/O to EN
n
Proposal created with number 229/AIA-AI/VIII/18
change title
shift to Nov
Series 2
New
Additional 2 Participant
Change from 3D/2N to 2D//1N
Change title
Proposal created with number 145/AIA-AI/V/18
Add New Client