Ana Filipa Silva Email & Phone Number

Setubal, Portugal

Portugal

Lisboa E Região, Portugal

As a Sales Trader (at Orey Blue), I had the responsibilities listed below:• Market Analysis for different markets and geographies;• Advisory and Execution of trading ideas, according to investors’ profiles;• Portfolio Risk Management;• Intraday trading.As a Senior Sales Account Executive, I have performed the following tasks: • Managed commercial leads, using Salesforce;• Increased the amount of the existing portfolio;• Monitored and management of portfolios;• Webinars regarding trading Initiation;• Presented products and trading platforms (Saxobank).

Lisboa

As a Commercial Assistant, these are the tasks I have executed: • Run treasury functions, e.g. deposits, withdrawals, payments, bank transfers;• Managed private customers e.g. opening accounts, formalizing credit operations, resource management;• Promoted and sold bank products and services.

Lisboa

As a Remote Customer Relations Assistant, I was responsible for:• Managing commercial leads;• Attrating new customers;• Customer support on all day-to-day operations;• Executing trading of financial instruments (e.g. CFD´s, ETFs, Stocks, Futures and Bonds);• Providing customer support for Trading Platforms (e.g. MyBolsa and BiGTrader24) and Banking Platforms.

Lisboa

As a Helpdesk Assistant, these were my responsibilities: • Supported the bank’s commercial network, regarding bank products or services-related issues;• Screened and reported technical anomalies related to applications or equipment used by the commercial network;• First line of technical support in treasury equipment;• Error identification and routing in simulators and credit applications; • Created requests for legal opinion.• Clarified current and treasury operations;• Credit clarifications and simulations;• Managment complaints;