Aleksei Kudriavtcev
Long Island City,NY
Summary
Dynamic professional with a proven track record at JPMorgan Chase, adept in CRM proficiency and problem-solving. Excelled in enhancing client relationships and financial portfolio management, leveraging strong conflict resolution and presentation skills. Passionate about being a part of the industry leader, implementing progressive AI solutions.
Overview
7
7
years of professional experience
Work History
Business Relationship Manager
JPMorgan Chase
12.2023 - Current
- Cultivate and manage relationships with business clients, demonstrating exceptional listening skills and empathy to understand and meet diverse client needs.
- Boost customer satisfaction through timely resolution of issues, proactive communication, and onsite meetings.
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions to ensure the profitability of the portfolio.
- Lead educational workshops on financial products for clients, showcasing an ability to learn quickly and adapt to dynamic environments.
Chase Private Client Banker
JPMorgan Chase
07.2018 - 12.2023
- Leveraged strong communication skills to build rapport with diverse clientele and foster long-term loyalty.
- Assisted clients in achieving financial goals through proactive portfolio management and investment analysis.
- Educated clients on digital solutions, elevating clients' experience.
Digital Marketing Specialist
Hands On Physical Therapy
05.2017 - 06.2018
- Enhanced user experience on the company website through strategic design updates and content improvements.
- Monitored digital marketing analytics, using Google Analytics, identified trends, and made data-driven adjustments to improve performance.
- Created compelling visual assets for use in social media posts, email newsletters, blog articles, and other digital communications materials.
- Improved CTA by designing and executing A/B tests for landing pages and ad campaigns.
Education
MBA - Finance
Florida International University
Miami, FL05.2023
BBA - Enterprise Management
Tula State University
Russia06.2014
Skills
- CRM proficiency
- Data Analysis and Insights
- Multitasking Abilities
- Relationship Building
- Presentation Skills
- Strong Conflict Resolution Skills
Timeline
Business Relationship Manager
JPMorgan Chase
12.2023 - Current
Chase Private Client Banker
JPMorgan Chase
07.2018 - 12.2023
Digital Marketing Specialist
Hands On Physical Therapy
05.2017 - 06.2018
MBA - Finance
Florida International University
BBA - Enterprise Management
Tula State University
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