Dedicated, results-oriented professional with 8 years of experience cultivating strong client relationships and generating satisfaction. Proven track record of effectively addressing customer needs, resolving issues and ensuring customer retention with skill in data analysis to identify trends and opportunities for improvement, ultimately improving customer experience and loyalty.
- Award: Best Interfondos SAF advisor for achieving 160% achievement of annual goal - 2020
- Direct dealings with clients with high networks, preferred customers, and search for new customers by managing monthly mutual funds.
- Train the staff of Interbank bank agencies on mutual funds to find more clients through daily service in the branches.
- Led over 100 in-person trainings for bank branches across Lima.
- Constantly rates in the top 5% of all people within my organization
- Growth of the West Lima area from $186,000 to $740,000 in 3 months - 2022
- Award: Best Product Executive for finishing number 1 in my region 8/12 months - 2018
- Advised provincial staff on best practices and protocols to maximize productivity.
- Prepare over 80 presentations for the provincial sector.
- More than 15 training sessions per month to keep the internal client informed of the news,
changes and returns of mutual funds.
- Manage improvement of internal processes so that the sale of the internal client is fast and
efficient.
- Support the agency team in achieving higher monthly sales.
- Meet an annual goal reflected in a commercial panel which was distributed in the following
products: Mortgage Loans, Loans, Credit
- Customer relationship management (CRM)
- Retention Management
- Account Management
- Upselling and cross-selling
- Problem-Solving
- Ms Office
- Data Analysis
- Communication
- Fluid in Spanish