I consider myself a versatile person as I have different responsibilities within the business team. I perform corporate functions related to the company's positioning and external communication strategy, and business-related functions such as defining the commercial strategy for the domestic market based on the analysis of all the necessary data support, product analysis, market trends, competition and customer behavior. Linked to this, I am responsible for coordinating the strategy with the distributors of our products, with whom I have almost daily contact. I am also responsible for preparing all the marketing material and reports for clients, as well as responsible for the Annual Management Report. And last but not the least, i am responsible for promoting volunteer iniatives and for the ONGs engagment.
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Deputy DirectorBpi Gestão De AtivosLisbon, Pt
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Deputy DirectorBpi Gestão De Ativos Jun 2022 - PresentLisbon, Portugal -
Clients And Business Development ManagerBpi Gestão De Ativos May 2015 - PresentLisbon Area, Portugal
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Clients And Business DevelopmentBpi Gestão De Ativos Sep 2013 - PresentLisbon, PortugalBusiness strategy definition and controlDevelopment of marketing and communication materials for private and corporate clients Design and creation of new investment solutionsRecruitment and training of new talentsCorporate events organisationInternal and external institutional communication
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Marketing Manager - Hnwi Clients (Private Banking)Bancobpi Nov 2011 - Sep 2013Lisbon, PortugalImplementation of marketing strategy plan focused on investment solutionsProduct support and training of HNWI financial advisorsCommercial campaign design and implementation Definition of KPIs for product commercial campaign Market analysis (products, segments, competitors)
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Private Banking - MarketingBpi Mar 2008 - Dec 2011Lisbon, PortugalImplementation of marketing strategy plan focused on investment solutions Commercial campaigns design and implementationPromotion and dissemination of commercial strategy Usage of the bank’s procedures and internal networking to solve problems
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Financial Advisor HnwiBancobpi Mar 2007 - Mar 2008Lisbon, PortugalFinancial advisor of private clients affluent segment.Customer Relationship Manager.
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Online Sales ManagerBancobpi Sep 2003 - Mar 2007Lisbon, PortugalOutbound Team Leader Recruitment and training Commercial and Communication expertise
Joana Moura Education Details
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Business Administration And Management, General -
Sustainable Finance -
Digital Inovation -
Marketing -
Indian Perspectives On Business Management
Frequently Asked Questions about Joana Moura
What company does Joana Moura work for?
Joana Moura works for Bpi Gestão De Ativos
What is Joana Moura's role at the current company?
Joana Moura's current role is Deputy Director.
What schools did Joana Moura attend?
Joana Moura attended Aese Business School, Iseg - Executive Education, Iese Business School, Iade - Creative University, Indian Institute Of Management Ahmedabad.
Who are Joana Moura's colleagues?
Joana Moura's colleagues are Tubitek Luis Filipe Silva, Christian Jay Custodio, Andjelka Knezevic, Maria Brandao, João Paulo Fernandes, Luis Lima, Princess Lagura.
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Joana Moura
Management Consultant At Kpmg | Msc. In Management And Industrial Strategy At IsegLisbon1pestana.com -
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