Wealth Manager by the IEAF and Financial Advisor (EIP) by EFPA Spain.Specialist in the recruitment, development and management of teams focused on contact with the investor profile client, both digital and face-to-face.Huge experience in the investment industry in Spain, which allows me to analyze and develop consumer trends and adjust marketing campaigns and product processes accordingly.Professional development in the financial sector, extensive experience in management and customer service. Expert in markets and their products (stocks, funds, futures/options/CFDs, FX, etc.). Positive attitude to deal with problems and open minded in the face of adversity. Team oriented and oriented to the development of ideas to create value. Ambitious and proactive in professional development in client-oriented environments.
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Country ManagerAdmiralsMadrid, Es -
Country ManagerAdmirals Aug 2022 - PresentMadrid-Management and development of the Spanish branch.-Recruitment, training and development of the sales department to achieve the objectives of the Spanish office.-Generation and monitoring of KPIs and sales strategies.-Implementation and development of brand strategies in Spain, including training, press and brand image.-Constant analysis of industry trends for lead generation and lead quality improvement.-Maintain constant contact with all business areas in order to improve the end customer experience.-Direct reporting to the headquarters. -
Senior Sales Manager - Team LeaderX-Trade Brokers Dm Sa Jan 2015 - Aug 2022Madrid- Selection, training and management of a sales team optimized to achieve the company's goals.- Relationship with high net wealth investors and Premium Clients.- Execution and handling of internal administrative processes.- Specialist in CRM management (Salesforce and HubSpot).- Collaboration with different media.- Content generation in analytics. -
Senior Sales ExecutiveX-Trade Brokers Dm Sa Jan 2014 - Jan 2015Madrid- Customer acquisition and retention. Cross-selling.- Advice on financial products and services.- CRM management specialist. -
Junior Sales ExecutiveX-Trade Brokers Dm Sa Jan 2013 - Jan 2014Madrid -
Derivative Sales & Financial AdvisorFinanze Fenix Planificadores Financieros Eafi Sa Jan 2012 - Jan 2013Paseo De La Castellana 141. Edificio Cuzco Iv, Planta 20ª 28046 Madrid, España.- Business Development. Independent Financial Advice. Financial Planning. - Design of investment strategies in different financial instruments.- Conducting face-to-face seminars and webinars for the training of the company's clients, as well as potential clients.- Optimize and seek the highest efficiency in the profitability of a family's assets, covering different areas: investment, tax, risk control and administration.EAFI registered with number 29 in CNMV. -
Assistant Chief Financial OfficerReal Betis Balompié Sad Jul 2011 - Jan 2012Sevilla, Spain- Financial department of the company, budgets, financial projections and treasury.- Support in Marketing and Social Media tasks.
Francisco Sánchez Education Details
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Marketing -
Finanzas -
Económicas Y Empresariales.
Frequently Asked Questions about Francisco Sánchez
What company does Francisco Sánchez work for?
Francisco Sánchez works for Admirals
What is Francisco Sánchez's role at the current company?
Francisco Sánchez's current role is Country Manager.
What schools did Francisco Sánchez attend?
Francisco Sánchez attended Ie Business School, Instituto De Estudios Cajasol, Universidad Pablo De Olavide.
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