Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marcos Bassit

Austin,TX

Summary

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

44
44
years of professional experience

Work History

Client Adviser

Adviser Mazzotini Advogados
03.2019 - 04.2023
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Educated clients on financial topics and best practices.

Business Owner

Studio Delas Beauty Salon
02.2015 - 11.2018
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.

Autonomous Agent

Bassit Agente Autonomo
02.2009 - 10.2014
  • Followed up on customers' inquiries to assess satisfaction with provided solutions.
  • De-escalated and resolved customer complaints with punctual, polite and professional service.

Relationship Manager

TecBio Ltda
01.2006 - 10.2008
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.

Company Owner

Texsam Indústria E Comércio Ltda
11.1995 - 11.2005
  • Oversaw daily business operations and financial decisions to drive profitability and growth.
  • Developed long-term relationships with key clients, vendors and service providers.
  • Resolved customer service issues with timely and professional resolutions.
  • Negotiated contracts with vendors and service providers to secure favorable terms of service.

Stock Exchange Broker

Coin Valores DTVM
02.1984 - 09.1995
  • Promoted and managed key accounts through direct communication with clients and advising on stock opportunities and market trends.
  • Collaborated with analysts and coverage traders to distribute relevant market information.
  • Devised detailed hedge and trade strategies for specific trades.

Operator Specialist

Bancap DTVM
07.1979 - 12.1983
  • Promoted and managed accounts through direct communication with clients and advising on stock opportunities and market trends.

Education

BBA - Administration

UNIP
São Paulo, Brazil
12.1984

Skills

  • Interpersonal Communication
  • Decision-Making
  • Teamwork and Collaboration
  • Problem-Solving
  • Negotiation
  • Administrative Procedures

Timeline

Client Adviser

Adviser Mazzotini Advogados
03.2019 - 04.2023

Business Owner

Studio Delas Beauty Salon
02.2015 - 11.2018

Autonomous Agent

Bassit Agente Autonomo
02.2009 - 10.2014

Relationship Manager

TecBio Ltda
01.2006 - 10.2008

Company Owner

Texsam Indústria E Comércio Ltda
11.1995 - 11.2005

Stock Exchange Broker

Coin Valores DTVM
02.1984 - 09.1995

Operator Specialist

Bancap DTVM
07.1979 - 12.1983

BBA - Administration

UNIP

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Marcos Bassit