Financial engineer with more than 18 years of experience in the financial sector in Colombia, with acquired skills for comprehensive client management oriented to short, medium and long term results; excellent interpersonal relationships, ability to work under pressure and willingness to continuously learn. Competent in successful techniques to obtain and retain clients. Willing to innovate in new sales channels and lead generation techniques.
Overview
20
20
years of professional experience
Work History
Seller
RESTORATION CONTROL USA
Orlando, FL
03.2023 - Current
Visit clients and offer them free roof inspection to identify external and internal damage to properties. File a claim with insurance when the client presents damages.
Follow up with clients until they receive payment from insurance.
Provide estimates for the repairs that the house requires.
Senior Executive
BANCOLOMBIA SA
Bogota, Colombia
05.2016 - 04.2023
Fully manage customer bases with the bank's portfolio.
• Visit clients to identify needs and business opportunities.
Review of the management matrix for the verification of the linking status of the customers.
Processing of approval of credit quotas and monitoring to ensure their use.
Business Development Executive
BANCOLOMBIA SA
Bogota, DC
06.2011 - 04.2016
Attention of companies in the corporate segment for the administration of payroll and release agreements.
Carry out business closures for the creation of payroll and release agreements.
Presentation of reports on the impact of the management in the area of payroll and clearance in the different business lines of the bank.
Commercial Advisor
BANCOLOMBIA SA
Bogota, DC
02.2005 - 06.2011
· Mass customer service in branch traditional.
•Sale of products from the bank's portfolio.
Guidance and execution of the management plan for the meeting goals.
Education
Financial Engineer - Finance
UNIVERSIDAD PILOTO DE COLOMBIA
Bogota-Colombia
04-2009
Skills
Teamwork
Negotiation
Empathize with customers
Customer orientation
Adaptability
Analytical reasoning
Focus on results
Learning capacity
Timeline
Seller
RESTORATION CONTROL USA
03.2023 - Current
Senior Executive
BANCOLOMBIA SA
05.2016 - 04.2023
Business Development Executive
BANCOLOMBIA SA
06.2011 - 04.2016
Commercial Advisor
BANCOLOMBIA SA
02.2005 - 06.2011
Financial Engineer - Finance
UNIVERSIDAD PILOTO DE COLOMBIA
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