Itaú Comisionista de Bolsa is a stock brokerage firm subsidiary of its major shareholder Itaú Bank (the largest bank in Latin America). It is supervised by the Financial Superintendence of Colombia with over 30 years of experience in the capital market, it is a member of the Colombia Stock Exchange. Responsibilities: - Provide advice and recommend the best investment alternatives based on the risk profile of each client.- Comply with the established budget in terms of volume and… Show more Itaú Comisionista de Bolsa is a stock brokerage firm subsidiary of its major shareholder Itaú Bank (the largest bank in Latin America). It is supervised by the Financial Superintendence of Colombia with over 30 years of experience in the capital market, it is a member of the Colombia Stock Exchange. Responsibilities: - Provide advice and recommend the best investment alternatives based on the risk profile of each client.- Comply with the established budget in terms of volume and income for investment funds, and commission contracts (investment accounts) within the total portfolio.- Actively seek to open new accounts while also seeking opportunities to maximize the value of the existing client portfolio.- Collaborate closely with bank account managers to provide investment solutions tailored to clients in the assigned segment.- Ensure compliance with current regulations regarding certification by the AMV and the Financial Superintendence of Colombia, enabling advising clients and operating in various markets.- Accomplishment with the budget assigned by 106% in average balances in the volume of investment funds and 210% execution in commission contract for the second semester of 2022. Show less

Alianza Valores (stockbroker) is a leading company in the Colombian market in investments. It is part of the Delima organization, a symbol of strength and trust in Colombia and Latin America.Responsibilities: - Build and deepen the client portfolio within the Corporate segment while providing tailored investment advice based on their risk profile.- Attend the daily committee meetings organized by the economic research department to gather relevant information on different… Show more Alianza Valores (stockbroker) is a leading company in the Colombian market in investments. It is part of the Delima organization, a symbol of strength and trust in Colombia and Latin America.Responsibilities: - Build and deepen the client portfolio within the Corporate segment while providing tailored investment advice based on their risk profile.- Attend the daily committee meetings organized by the economic research department to gather relevant information on different markets and understand the technical and fundamental analysis of various assets.- Meet the established budget in terms of volume, income, and other indicators required by the National Distribution and Sales Management.- Achieved a 113% budget compliance for the first quarter of 2021 and delivered results by building a client portfolio from scratch amidst a challenging economic and market scenario. Show less

Responsibilities: - Engage, advise, and foster long-term relationships with clients within the Corporate segment or assigned segment while meeting the established budget in terms of income and other required indicators set by the corporate and business table.- Generate and develop strategies focused on achieving defined objectives while meeting the established budget in terms of income and other required indicators set by the corporate and business segments.- Interim head of the… Show more Responsibilities: - Engage, advise, and foster long-term relationships with clients within the Corporate segment or assigned segment while meeting the established budget in terms of income and other required indicators set by the corporate and business table.- Generate and develop strategies focused on achieving defined objectives while meeting the established budget in terms of income and other required indicators set by the corporate and business segments.- Interim head of the corporate and business segment, providing monitoring and commercial support to the financial advisors in charge.- Actively participated in the product, financial planning, compliance, and bank segment committees.- Prepared reports, budgets, and directly reported to the General Manager of the firm.- Winner of the "Protagonists of Stories" competition in 2016; awarded Best Business Consultant - Helm Stockbrokerage in 2016. Show less

Responsibilities: - Provided advice, guidance, and deep knowledge of client portfolios, focusing on cultivating long-term relationships and delivering a highly competitive service experience.- Structure and develop strategies focused on meeting the budget of the corporate sector.- Maintained up-to-date knowledge by actively participating in strategy committees and reviewing daily reports on the performance of both local and international markets, analyzing their direct implications… Show more Responsibilities: - Provided advice, guidance, and deep knowledge of client portfolios, focusing on cultivating long-term relationships and delivering a highly competitive service experience.- Structure and develop strategies focused on meeting the budget of the corporate sector.- Maintained up-to-date knowledge by actively participating in strategy committees and reviewing daily reports on the performance of both local and international markets, analyzing their direct implications on client portfolios under my supervision.- Promoted to Financial Advisor - Corporate Segment with the brokerage firm. Show less

Responsibilities: - • Leadership and responsible for the selection and training of the telemarketing and sales team to ensure a successful sales process.- Coordinated and directed various telemarketing and sales campaigns for existing and new clients, - Overseeing a team of 12 advisors, offering the full portfolio of bank products and services, and ensuring adherence to management indicators and commercial targets.- Validated that service agreements with internal and external… Show more Responsibilities: - • Leadership and responsible for the selection and training of the telemarketing and sales team to ensure a successful sales process.- Coordinated and directed various telemarketing and sales campaigns for existing and new clients, - Overseeing a team of 12 advisors, offering the full portfolio of bank products and services, and ensuring adherence to management indicators and commercial targets.- Validated that service agreements with internal and external operational areas were fulfilled.-Received various awards: "Best Coordinator of the Customer Service Vice Presidency in the first period of 2011," "Coordinator with the highest placement and activation of credit cards in 2012," "Coordinator with the highest volume of portfolio purchases with Credicash in 2013," "Coordinator with the highest volume of credit card refinancing in 2013," and "Coordinator with the highest placement and activation of credit cards in 2013." Show less

Citibank is one of the most important financial entities in the world, opening its doors in Colombia since 1916. Responsibilities:- Responsible for maintaining and enhancing the portfolio of preferred bank clients (Premium and Citigold), meeting averages in liabilities, asset placement, and portfolio expansion with new investments, strengthening the bond of these clients with the bank, and consolidating a financial relationship.- Management of campaigns and commercial… Show more Citibank is one of the most important financial entities in the world, opening its doors in Colombia since 1916. Responsibilities:- Responsible for maintaining and enhancing the portfolio of preferred bank clients (Premium and Citigold), meeting averages in liabilities, asset placement, and portfolio expansion with new investments, strengthening the bond of these clients with the bank, and consolidating a financial relationship.- Management of campaigns and commercial strategies to achieve established objectives.- Sale of all banking products, such as savings accounts, checking accounts, credit cards, loans, payroll accounts, insurance, and investment products. Show less

Responsibilities: - Responsible for training, continuous support, monitoring, and development of sales representatives to achieve sales indicators.- Develop and monitor strategies or action plans to achieve indicators while ensuring continuous improvement in sales representative's performance.- Handling of reports and ongoing product training.- Promoted to Relationship Manager

Responsibilities: - Placement of loans, meeting volume and disbursement amounts, handling account openings, credit lines, payroll domiciliation, and sale of other products in the financial portfolio.- Promoted to the position of Sales Coach.

Responsibilities: - Responsible for maintaining the financial relationship of clients with the bank.- Management and knowledge of banking products and services, blending customer service with the commercial aspect as it involves reselling the product to an existing client.- Achievement of monthly goals in customer retention effectiveness.- Awarded the Against All Odds Prize - Punta Cana. Best Retention Executive in Colombia and at the regional level - Latam (Latin America ACCR… Show more Responsibilities: - Responsible for maintaining the financial relationship of clients with the bank.- Management and knowledge of banking products and services, blending customer service with the commercial aspect as it involves reselling the product to an existing client.- Achievement of monthly goals in customer retention effectiveness.- Awarded the Against All Odds Prize - Punta Cana. Best Retention Executive in Colombia and at the regional level - Latam (Latin America ACCR 2006) Show less