Stefanos Poulis Email & Phone Number

Athens, GR

Athens, Attiki, Greece

Focusing on providing financial services to personal clientele, including clients of NBG Securities and the National Bank of Greece. Additionally, efforts are made to reengage former clients by offering updated investment solutions that align with current market conditions and their evolving financial goals

Athens, Attiki, Greece

• From my position as the Head Of Sale, some of the tasks were:
• The reorganization of the sales department with the customer and their service at the center, emphasizing professional service.
• The creation of the "Daily Morning Newsletter" with key market news, services, and updates that the customers had not received before. This daily update resulted in the activation of old investment accounts.
• The establishment of Derivatives desk. Together with the management team, the business plan was finalized and submitted to the HCMC. I negotiated with all General Clearing Members of Athens Derivatives Exchange to.
• During the discontinuation of Xnet by the Athens Exchange, I established the best partnership with a broker after conducting market research and personal contacts to ensure a smooth transition in providing access to.

Greece

Corporate Development and Risk Managment.

Athens, Attiki, Greece

• From my position as an Account Manager:
• Serving my own clientele by providing a wide range of markets and products to choose from. Access to a large number of foreign markets, derivative products, CFDs, etc.
• Serving the brokerage's clientele and reactivating old, inactive clients.
• Building a clientele in the banking sector with a focus on personalized service and customized products. Creating complex financial products tailored to each client's individual needs, including revolving credit.
• Specializing in serving shipping companies in their day-to-day business with the bank, creating financial tools.

Athens, Attiki, Greece

Sales & Trading on Equities, Derivatives, CFDs, Commodities, Forex, IPOs, Shipping Derivatives

Athens, Attiki, Greece

As a Sales and Account Manager, I specialized in equity, derivatives Trading. I also made trading on CFDs and foreign markets. I was responsible for servicing the company’s clients, ensuring their needs were met effectively and efficiently. Additionally, I successfully reactivated existing clients, fostering long-term relationships and driving sales.

Athens, Attiki, Greece

• Equity & Derivatives Trading
• CFDs Trading
• Foreign Markets Trading
• Servicing the company's clients
• Reactivation of the existing clientele
• Sales / Account Manager

Athens, Attiki, Greece

• Equity & Derivatives Trading
• CFDs Trading
• Foreign Markets
• Servicing company’s clients
• Sales / Account Manager

Athens, Attiki, Greece

• Equity Trading
• Sales / Account Manager
• Servicing company’s clients