Hubungi
www.linkedin.com/in/stefan-
lordano-cplhi-66974672 (LinkedIn)
Keahlian Teratas
 15 years experience in marketing,
product, business development in
the insuran
 3 years experience in collection
banking - production report.
 Accomplished in producing new
programs for the corporate markets
 
Stefan Lordano, CPLHI
Financial Consultant, Product Development, Business Development
Greater Jakarta Area, Indonesia
Pengalaman
PT AXA Financial Indonesia
Financial Consultant (Health, Retirement, and Kids Education Solutions)
September 2015 - Present 
Jakarta, Indonesia
 Analyse financial information obtained from clients to determine strategies,
products and
services to help clients meet their financial objectives.
 Provide information/ education to clients about the purpose and details of
financial products,
services and strategies.
 Build and maintain client base, keep client plans up-to-date and acquire new
clients on an ongoing basis.
 Contact clients periodically to determine if there have been changes in their
financial status.
 Provide knowledgeable, objective financial guidance and customised
strategies to consumer segments that demand high quality service.
PT Home Credit Indonesia
Senior Manager Product Development
Mei 2015 - September 2015 (5 bulan)
Jakarta, Indonesia
 Develop and manage existing/new product, promotion, campaign (Regular
and X-Sell) POS loans.
 Managing the entire product line cycle from strategic planning to tactical
activities.
 Developing and maintaining a deep and commercial view of the market.
 Specifying market requirements for current and future products by
conducting market research supported by on-going visits to customers and
non-customers.
 Developing and implementing a company-wide go-to-market plan, working
with all departments to execute.
 Analysing potential partner relationships for the products developed.
 Revenue responsibility for products and services.
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 Recruiting, developing, and supporting a capable team to meet internal and

external expectations.
 Building robust cross-functional working relationships.

Manulife Financial
Product Development Manager (Group Products & Credit Life)
Juni 2013 - April 2015 (1 tahun 11 bulan)
Jakarta, Indonesia

 Responsible for developing and maintaining Group Products & Credit Life of
PT Asuransi Jiwa Manulife Indonesia.
 Responsible for leading related internal parties, called Product Development
Committee (PDC) in the whole product development process.
 Responsible for New Product Launching activities.
 Develop new product for Employee Benefits Distribution and
Bancassurance.
 Initiate and develop all marketing and training material documents for new
product, (such as: Policy Provision, Summary of Policy, Sales Illustration,
Launching Kit such as: Application Form, Brochure’s Content, etc.) and
maintain its circulation for Employee Benefits Distribution and Bancassurance.
 Conduct Marketing Research/Intelligence for building product database and
market/competitor analysis.
 Support internal operation functions in implementing new product.
 Provide Monthly Production/ Sales Report for Employee Benefits Distribution
and Bancassurance.
 Managed the operation issue related to the new product development or
enhancement process.
 Monitoring and evaluating company’s on Marketing program/campaign.
 Responsible for New Business process and monitoring the process match on
schedule.
 Assist Head of Product Management to conduct strategic review on new
product lines.
 Coordination with Marketing & Communications to produce new product
materials such as: Launching Kit/Sales kit, and generating a new product
contest to boost the Production Sales.

Manulife Financial
Employee Benefits Business Development Manager
April 2013 - Juni 2013 (3 bulan)
Jakarta, Indonesia

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 Efficiently and effectively administers assigned Employee Benefits

Relationships with internal (EB Distributions) and external client (Bank
Partners).
 Effectively networks with current clients and other professionals to develop
new business. Prepares and makes new business presentations (project plan
and business case).
 Develops and execute a business development plan to grow Employee
Benefits business.
 Develops client profiles to achieve comprehensive understanding of each
client. Initiates appropriate communication with clients to meet needs.
 Utilizes appropriate sales techniques to attain established sales and revenue
objectives.
 Maintains and expands knowledge of trust and Employee Benefits including:
new trends, regulations, and competitive forces in the financial services
industry.

Manulife Financial
7 tahun 9 bulan

Banks & Brokers Business Development Manager - Employee Benefits

Partnership Distribution
Desember 2011 - April 2013 (1 tahun 5 bulan)
Jakarta, Indonesia

 Responsible for building good relationship with Banks and Brokers.

 Analyze business case from Banks and Brokers, conduct and monitor due
to diligence process with Banks and Brokers, and monitor and ensure the
effectiveness and alignment with guidelines and policies.
 Prepare Product Agreement & Addendum Banks and Brokers, business
rules, SLA/SOP business process, commission structure, brochures, training
materials, APE contest, and case monitoring report.
 Person in Charge in work stream meeting with Bank Partners.
 Prepare and analyze sales report with monthly basis and provide
recommendation for business case problems, example: low/medium to high
production.
 Prepare renewal report and recommendation for renewal problems.
 Compile and analyze claim ratio and excess claim report for business come
from Banks and Brokers to provide recommendation excess claim mitigations,
inform claim ratio analysis to Broker for their action plan.
 Business Development areas; maintain and develop business by improving
service and long term/ renewal cases, of both Banks and Brokers and internal
team and also coordination with GLH & DPLK/ GS Operation team.

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 Reviews Bank’s and Broker’s performance and give recommendation for

action plan of improvements to ensure the quality of Banks and Brokers.
 Responsible in using the approved budget in an effective and efficient ways
for the purpose of achieving the required production Banks and Brokers.

Assistant Manager Specialist I Product Management & Assistant

Manager Marketing Support
Agustus 2005 - Desember 2011 (6 tahun 5 bulan)
Jakarta, Indonesia

Product Management:
 Responsible for developing and maintaining Individual Products of PT
Asuransi Jiwa Manulife Indonesia.
 Responsible for leading related internal parties, called Product Development
Committee (PDC) in the whole product development process.
 Responsible for New Product Launching activities.
 Develop new product for Agency & Bancassurance Distribution.
 Initiate and develop all marketing and training material documents for new
product, (such as: Policy Provision, Summary of Policy, Sales Illustration,
Launching Kit such as Application Form, Brochure’s Content, etc.) and
maintain its circulation for Agency and Bancassurance.
 Conduct Marketing Research/Intelligence for building product database and
market/competitor analysis.
 Support internal operation functions in implementing new product.
 Provide Monthly Production/ Sales Report for Agency and Bancassurance
Distribution.
 Managed the operation issue related to the new product development or
enhancement process.
 Monitoring and evaluating company’s on Marketing program/campaign.
 Responsible for New Business process and monitoring the process match on
schedule.
 Assist Head of Product Management to conduct strategic review on new
product lines.
 Coordination with Marketing & Communications to produce new product
materials such as: Launching Kit/Sales kit, and generating a new product
contest to boost the Production Sales.

Marketing Support:
 Responsible for New Product Contest Management such as budget,
contest announcement, contest design (flyer & poster), contest memo, prize
distribution, contest sales report.

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 Responsible for Product Campaign Activities such as campaign schedule/

time table and product launch campaign; assist to stage manager of product
launching event.
 Responsible for data announcement management by monthly and quarterly
basis such as: Sales Conference, MDRT, Annual Award Dinner, Best
Managers, Top Producers, and regular contest.

PT Asuransi Jiwa Sewu New York Life (SequisLife)

Senior Officer Marketing Division
Agustus 1999 - Juli 2005 (6 tahun)
Jakarta, Indonesia

 Responsible for New Product Contest Management such as budget,

contest announcement, contest design (flyer & poster), contest memo, prize
distribution, contest sales report.
 Preparing presentation materials for Business Opportunity Seminar (BOS).
 Responsible for BOS preparation with branches, BOS result & report and
BOS article in agency magazine/bulletin.
 Responsible for News Paper Ad such as: Yellow Pages, Local News Paper
for printed ad, coordination with branches, vendor, and General Affairs
Department.
 Responsible for Marketing Materials Management such as new product
Brochure & Rate Book, Application Form, and preparing Sales & Recruiting
Presentation Materials, Corporate/Company Video Profile, and Basic Product
Manuals (booklet).
 Responsible for Product Launching Support such as Launching Kit
Distribution, Proposal Disc Distribution, and coordinating with branches for
Product Launching Event.
 Coordination with local Hotel for Product Launching venue & decoration.

Citi
Preferred Unit Collection - Collection Card Center
Juli 1996 - Agustus 1999 (3 tahun 2 bulan)
Jakarta, Indonesia

 Responsible for over limit, x-days, 30 DPD, 60 DPD bucket.

 Responsible for the collection issues and giving the solutions.
 Responsible for reducing the inventory in each bucket, and maintaining the
flow rate.
 Preparing and sent out the over limit and x-days customer’s letter.

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 Responsible for any fraud application and or company (coordination with

relationship Department such as: Payment Processing, Risk Management Unit
(RMU), and Dispute Resolution Unit).
 Responsible for changing and validation of customer address.
 Responsible for customer’s complaints as a negotiator for win-win solution.
 Responsible for achieving Delinquency below 4% at the end of year.
 Coordination with Agencies Department for any visited cases.
 Managed, support, and encourage all team members in unit.

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