Daniel Palomino Email & Phone Number

Houston, Texas, Estados Unidos

• Responsible for meeting and exceeding the sales budget. • Engaging with warm leads and existing clients to grow and retain relationships. • Prepare regular reports on sales activities. Provide insights and forecasts to management. • Create my own sales team by replicating my success story. • Train sales team to connect with prospects, identify their needs, and offer solutions. • Conduct regular performance evaluations and provide ongoing support and mentorship to encourage career growth and development. • Implemented a new incentive scheme to motivate the sales team and drive performance excellence. • Improved the sales process, accelerating lead conversion from 70 to 45 days. • Meet and exceed sales targets and quotas. I have achieved average monthly sales of USD 2.2 million, positioning the sales team as leaders and contributing 15% of the annual sales of the company in 2023.

Bogotá D.C. Area, Colombia

• Was responsible for maintaining and deepening the assigned client portfolio, as well as seeking new clients for the premium Personal Bank segment • Stayed updated on market conditions and competitors' activities. Use this information to bring the best advice to the clients and develop sales strategies. • Helped clients with their wealth growth and their retirement planning. • Structured investment portfolios for clients and presents the proposal. • Led the commercial team of several bank branches with the objective of creating long-term relationships that allow for deeper client engagement with the bank. • Negotiated some spread for the bank´s time deposits. Offering a good rate for the client and maintaining the profit margin for the bank. • Worked closely with other bankers to ensure deep relationships with clients and high satisfaction. • Achieved 2nd place in the national sales ranking for 2019, recognized for outstanding performance across various KPIs.

Bogotá D.C., Colombia

• Was responsible for maintaining and deepening the assigned client portfolio while seeking new clients. Distributed fiduciary products (investment and retirement funds) and brokerage products (fixed income and stocks). • Collaborated with commercial relationship bankers across nationwide branches to deepen client relationships by providing personalized advice tailored to their needs, thereby fostering customer loyalty. • Identified investment opportunities for clients by analyzing the financial market. • Advised clients with integrity considering their risk profile, objectives, and investment horizon. • Increased the balances of the managed portfolio

Bogotá D.C., Colombia

Bogotá Colombia

• Financial analysis.• Company valuation.• Business plan development.

Colombia

Promote the professional growth of the academic community through free Finance and Foreign Trade courses.• Organize and oversee the courses offered by the Virtual Business Center.• Coordinate and encourage various academic programs at the University's Colombia Stock Exchange point.• Promote and coordinate the University's participation in various academic competitions, ensuring a positive institutional image.• Present management reports.• Coordinate training sessions and exams with Bloomberg Colombia.

Bogotá

• Bloomberg Courses Instructor.• Training sessions for professors and students at the University.

Colombia

Functions:• Foreign exchange advisory for clients.• Present reports of foreign raising and placing money• Automation of reports and applications for clients.• Market studies.• Develop and improve processes.

Major En Economía

Finanzas Y Comercio Exterior, Mercado De Capitales, 4.36