Josip Mamic Email & Phone Number

Zagreb, Croatia

Product manager of Zaba Smart Invest advisory service.Managing of advisory algorithm to be regulation compliant and to provide best and suitable advice to retail clients.Proposing the algorithm change and service improvements to ZABA Investment Committee. Secretary of the Investment Committee.Adjusted the advisory algorithm to be in line with ZB Invest UCITS funds prospect.Daily and monthy reporting about Zaba Smart Invest service performance.

Zagreb, Croatia

Leading the introduction of the omnichannel approach as part of the bank account package sales transformation effort (launched successful MVP and two consecutive releases expanding the omnichannel platform to assisted and remote approach);Supervising sprints, tests, and features development across different dev teams, in cooperation with 3 product specialists as direct reports;Composing business specs, designing processes (UX & UI), and defining user stories;Negotiating… Show more Leading the introduction of the omnichannel approach as part of the bank account package sales transformation effort (launched successful MVP and two consecutive releases expanding the omnichannel platform to assisted and remote approach);Supervising sprints, tests, and features development across different dev teams, in cooperation with 3 product specialists as direct reports;Composing business specs, designing processes (UX & UI), and defining user stories;Negotiating with an international insurance company regarding the integration of their insurance coverages into the new bank packages;Managing the reporting processes and delivering presentations to the Board of Directors and CEE Management in weekly steering committees. Show less

Zagreb

Managed 1 billion HRK worth of financial assets in the clients’ portfolio and converted over 350 million HRK that were either under management or custody; Managed 150+ key clients, mostly entrepreneurs and corporate leaders;Increased profitability of the managed portfolio by 250%;Worked on implementation of Investment Advisory Service.

Zagreb

Managed a complex real estate portfolio valued over 300 million HRK;Composed proposals for financial restructuring of various projects;Conducted due diligence, risk assessment, pricing adjustment, and collateral management

Zagreb

Managed and developed business relationships with medium and large corporate clients from various sectors and industries;Conducted company valuations, risk assessment, pricing, product sale and post-sale activities and obtained approvals from the Credit Committee;Lead the team responsible for custom made facility for issuing bank guarantees for infrastructure tenders.

Co-founded and managed the private school with 7 other partners;Acted as a representative of the school’s founding organization;Developed the school for over 100 pupils and growing;Secured regular and stable financing covering all school’s needs;Grew the base of supporters to over 500 regular supporters.

Zagreb, Croatia

Audited open investment funds (Hypo Invest) and evaluated net asset value daily

Investment Advisory Certificate

Risk Diploma Path

Bachelor'S Degree, Business And Economics

Education record