Asset Management · Investment Operations · Client Relationship

Melliza
Nastasia Izazi

Financial Services, Investment Operations & Client Relationship Professional

Financial Services professional with 10+ years of experience managing client relationships, investment operations, fund dealing activities, and financial reporting. Experienced in supporting retail, high-net-worth, and institutional clients while coordinating investment transactions across 30+ banking and securities counterparties.

500+Active Accounts Managed
30+Banking & Securities Counterparties
10+Years Experience
View Achievements Contact Me
Specialization
Fund Ops · Client Relations · Fixed Income
Money market, fixed income, equity — end-to-end
OJK Licenses
WPPE + WMI Active
Licensed Securities Broker · Licensed Fund Manager Rep
Availability
Flexible ✓
Available for Remote, Hybrid, and Relocation Opportunities
Selected Achievements

Key Career Highlights

Measurable results from 10+ years in financial services, investment operations, and client relationship management.

👥
Managed 500+ active investment accounts
Across retail and high-net-worth investor segments — PT CGS International Indonesia
🏦
Coordinated transactions across 30+ counterparties
Banking and securities counterparties for money market and fixed income — PT Sea Asset Management
👨‍👩‍👧
Led and coached a 5-person client-facing team
Branch PIC responsible for team performance, client retention, and escalation handling
📈
Contributed to 40% client base growth
Through client acquisition, onboarding, and retention initiatives — PT Panin Asset Management
💳
Increased auto-debit participation by 30%
Through targeted client education and proactive onboarding campaigns
🏅
Holder of active WPPE and WMI licenses
OJK-certified — Licensed Securities Broker & Investment Manager Representative
Professional Experience

Career Background

10+ years across asset management, securities, and investment operations in Indonesia's capital markets.

2025–2026
Dealing Manager
PT Sea Asset Management · Jakarta
Managed daily fund dealing activities across money market and fixed income products. Coordinated investment transactions with 30+ banking and securities counterparties while supporting cash management, trade settlement, reconciliation, client reporting, and regulatory compliance activities across multiple fund mandates. Maintained complete audit documentation and ensured adherence to internal controls and regulatory requirements across fund operations.
Fund Operations Trade Settlement Cash Management Reconciliation NAV Monitoring Fixed Income Money Market Regulatory Compliance Client Reporting
2023–2024
Senior Equity Sales · Branch PIC
PT CGS International Indonesia · Jakarta
Led a 5-person team while managing 500+ active client accounts representing retail and high-net-worth investors. Delivered market updates, portfolio support, retention strategies, and relationship management. Handled client escalations and complaint resolution during market volatility while maintaining long-term relationships. Acted as primary liaison between branch, head office, and clients.
Client Relationship Management Account Management Team Leadership Stakeholder Management Portfolio Monitoring Customer Retention
2017–2022
Team Leader Marketing · Branch PIC
PT Panin Asset Management · Jakarta
Built and maintained relationships with banking partners and investors. Supported mutual fund acquisition, onboarding, retention, and distribution activities while contributing to 40% client base growth and 30% increase in auto-debit participation. Led branch operations and team performance while acting as key liaison between clients, internal departments, and investment managers.
Mutual Funds Client Acquisition Onboarding Banking Relationships Fund Distribution Stakeholder Management
2014–2017
Assistant Equity Sales
PT Panin Sekuritas · Jakarta
Supported equity sales team in client servicing, transaction documentation, and daily operational reporting. Coordinated client communications and maintained accurate account records.
Securities Operations Client Services Documentation
2013–2014
Funding Officer
PT Bank International Indonesia · Jakarta
Managed client relationships for retail banking and funding products. Ensured compliance with banking procedures and regulatory requirements.
2012–2013
Secretary · Administrative Support
PT AIA Financial · Jakarta
Provided executive and administrative support to Division Head. Managed confidential documentation, scheduling, and stakeholder communications.
Certifications & Licenses

Qualifications

🏅
WPPE License
OJK — Indonesia Financial Services Authority
Broker-Dealer Representative
≈ Licensed Securities Broker · Active
🏅
WMI License
OJK — Indonesia Financial Services Authority
Investment Manager Representative
≈ Licensed Fund Manager Rep · Active
📘
Data Analytics
Pacmann Academy · Rakamin Academy · Refocus
Python · SQL · Business Analytics
Certified · 2023–2024
Languages

Communication

Bahasa Indonesia
Native
English
Professional Working Proficiency
Mandarin
Elementary
Education

Academic Background

🎓
Bachelor of Public Administration
Sriwijaya University · Palembang, Indonesia
GPA: 3.08 / 4.00
Graduated
Degree S1 / Bachelor's Degree
Field of Study Public Administration
Institution Sriwijaya University, Indonesia
Core Competencies

Areas of Expertise

Key skills across investment operations, client relationship management, and financial services — optimized for ATS screening.

Investment Operations
Fund Operations
Client Relationship Management
Trade Settlement
Regulatory Compliance
Cash Management
Reconciliation
NAV Monitoring
Fixed Income
Money Market
Mutual Funds
Fund Administration
Liquidity Management
Portfolio Monitoring
Securities Operations
Stakeholder Management
Client Reporting
Customer Retention
Team Leadership
Banking Relationships
Operational Risk Management
Process Improvement
Investment Products
Treasury Operations
Case Studies

Selected Work Examples

Real situations from 10+ years in investment operations and client relationship management. Anonymized for confidentiality.

01 · CLIENT RETENTION

Retaining a High-Value Client Considering Full Portfolio Withdrawal

Situation
A long-term, high-value client expressed intent to fully withdraw their investment portfolio.
Action
Used a consultative approach — acknowledged their concerns, reframed around portfolio diversification strategy, and demonstrated the continued value of maintaining their existing position alongside their new investment interest.
Result
Successfully retained a high-value client account considering full portfolio withdrawal. Client expanded into an additional investment product.
Client Retention Portfolio Advisory Stakeholder Management
02 · COMPLAINT RESOLUTION

Managing Client Concerns During Market Volatility

Situation
During periods of significant market volatility, clients raised concerns about portfolio performance — often when losses resulted from their own investment decisions.
Action
Listen without deflecting, validate concerns, then provide clear market context including macroeconomic conditions, technical factors, and sector dynamics.
Result
Successfully resolved client concerns during periods of market volatility while maintaining long-term relationships averaging 3+ years.
Complaint Resolution Client Communication Relationship Retention
03 · FUND OPERATIONS & CLIENT REPORTING

Daily NAV Monitoring as a Proactive Client Service Tool

Situation
As Dealing Manager, responsible for daily fund performance monitoring across multiple mandates while maintaining proactive client communication.
Action
Built a daily NAV monitoring system tracking performance, annualized returns, and moving averages. Used data signals each morning to identify accounts requiring outreach — contacting clients before they raised concerns.
Result
Reduced reactive client inquiries through proactive performance monitoring and data-driven outreach. Positioned as a trusted, always-informed point of contact.
Fund Operations NAV Monitoring Client Reporting Proactive Outreach
04 · OPERATIONAL RISK & SETTLEMENT

Resolving Settlement Risk Under Time-Critical Conditions

Situation
Bank cut-off timing created a risk of delayed fund placement, threatening settlement of a time-sensitive money market transaction across multiple fund mandates.
Action
Coordinated directly with banking counterparties and internal stakeholders to resolve the issue before operational deadlines — escalating appropriately while managing all communication simultaneously.
Result
Transaction completed within operational deadlines, avoiding settlement disruption and maintaining uninterrupted fund placement activities.
Settlement Management Operational Risk Cash Management Banking Coordination
Data & Analytics Work

Fund Operations Output — Visualized

Real data produced and maintained in my role as Dealing Manager — used daily for client reporting, investment decisions, and compliance monitoring.

Fund NAV Growth — Money Market Fund
Daily tracking Mar 2024–Sep 2025 · Used for client reporting & performance monitoring
Corporate Bond Universe by Sector
Investment-grade · PEFINDO rated · Portfolio & counterparty decisions
Tools & Platforms

What I Work With

Tools and systems used across investment operations, client management, and financial reporting.

Financial Operations
Fund Reporting & NAV Monitoring
Fixed Income Analysis
Trade Execution Support
Portfolio Monitoring
Banking & Custodian Coordination
Compliance Documentation
Analytics & Reporting
Microsoft Excel (Advanced)
CRM Systems (Broker Internal)
Financial Dashboard Design
Python — Data Analysis
SQL — Data Querying & Reporting
Power BI — Business Reporting & Dashboarding
Collaboration
Microsoft Teams
Zoom
Google Workspace
Slack
Multi-channel Client Outreach
Open to Opportunities

Let's Connect

Available for Investment Operations, Fund Operations, Client Relationship, and Customer Success roles. Open to relocation and remote opportunities.

Emailmelliza58@gmail.com
WhatsApp+62 821-8030-3848
LinkedInmelliza-n-a01766ab
LocationJakarta, Indonesia · Open to Relocate