Edwin Ramirez Email & Phone Number

Rosario, Santa Fe, Argentina

Caracas, Distrito Federal, Venezuela

J’étais responsable de lancer des conversations de vente et de rendre le processus de vente facile pour les clients. Posez également des questions aux clients et recommandez le meilleur produit en fonction de leurs désirs et de leurs besoins. Au besoin, démontrer comment les produits fonctionnent et informer les clients des contrats en cours. Relever le défi de transformer un « non » en un « oui ». Rendre compte à un directeur des ventes ou à un directeur général.

Florida, Estados Unidos

-Understand clients’ financial needs-Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance-Answer clients’ questions and address concerns-Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals-Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or… Show more -Understand clients’ financial needs-Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals, tax status and risk tolerance-Answer clients’ questions and address concerns-Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals-Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.-Manage and regularly update clients’ portfolios.-Continuous communication with clients’ to stay up to date with their financial statusBuilding and maintaining your client base. Show less

Distrito Federal, Venezuela

Help customers with complaints and questions, give customers information about products and services, take orders, and process returns. By helping customers understand the product and answering questions about their reservations, they are sometimes seen as having a role in sales.

Diplomado, Marketing

Bachelor'S Degree, International Relations And Affairs, 18/20

Activities and Societies: United Nations Model International Delegation, Pro-debate Student Organization, Applied Political Economics.

Diplomatura, Finance, General, 17

Upon completion of the diploma, key knowledge and tools are acquired to analyse and interpret accounting and financial information. which.