- Asset under management of over R$ 300mm- Internal banking partnership with the high income segment for client prospection to increase baseline

- Over R$ 120mm of fund-raising- Contributed to the Team NPS. We got 1st place of the year!- High Adhesion of the leader's goal and developments of the new team members- Recognition for being First Place (Golden Pot) of the year amongst over 250 advisors

Itaú is the biggest private bank in Latin America.Itaú Personnalité is a segment that specializes in serving high-income clients seeking differentiated services, valuation of equity and financial advice to meet their needs and moment of life. Within the Personnalité segment, my job is to perform estate sucession through life insurance products always creating high value.

Tasks and duties include: prospecting, lead aggregation, discovery calls, initial meetings, develop consultative solutions, negotiate contract terms, execute and close deals. Clients range from single person business' to Exame's Melhores & Maiores (equivalent to Fortune 500's).

At PR Newswire I develop the complete sales cycle. Starting in the hunting, lead generation, qualifying the leads and the prospection of new clientes as I go through the portfolio management - farming - and the whole customer service, up and cross sell and the after sales.My hunting here is inside an international sphere as I negotiate with both brazilian and LatAm customers. I am able to prospect and bring clients from many countries in Latin America, dealing with the attendence and negotiating the services, including all the account planing for LatAm and regional.I also acquired experience using the CRM Salesforce.com used for the client management, follow ups, leads, proposals, opportunities and records.

My experience as a currency and metal exchange broker went since closing the tax-spread with the bank provider, going through the registering the documents, including physical and legal person, overseeing posteriously the registrations to check together with the IRS if they were able to trade and conclude the operation or not.The experience I gained was the vast knowledge of the financial and capital market giving access to a better professional productivity. The job mainly consisted in prospecting clients with the purchase potential and attend the demands of the already-customers. Abilities such as negotiating and knowledge about the market were essential to close the sales.As for the metal sales, OM DTVM is one the brazilian biggest gold sellers in the retail market. So I also gained information and the metal was sold to goldsmithers, customers, investors, or maybe a curious person that wanted to own a sheet of laminated gold.

The knowledge and familiarity about the international market and the political and economic condition of the countries predicts in advance movements that can maximize the profitability. My job procedures were to negotiate with customer and producer of the gold ore until the final and international customers that buys the 99% pure ingots.After the price was negotiated the operation was started, exchange rates, logistics and insurance. The acquaintance about the juridic and legislative procedures, meet the need of homologation and legalizing all the material so it could board air, as well as all the documentation and administrative papers so the product could arrive to its final destination.I think nobody realizes that maybe the gold ring you give to your bride or wear could have been mined and produced from as far as the thickets in Brazil and I did my job of making it arrive until the gorgeous and shiny stores all over the world.

One of my first experiences was to work in the area of direct sales of the Fiat Sinal (before Grupo Pirâmide).