Shirley Reyes - Financial Advisor Email & Phone Number

Málaga, Andalucía, España

● Establecer contacto diario, tanto presencialmente como por teléfono con los clientes● Búsqueda y captación de nuevos contactos y referencias● Asesoramiento financiero integral a los profesionales universitarios, y sus respectivos colegios profesionales ● Presentación de soluciones personalizadas de protección, previsión, ahorro & inversión● Seguimiento y fidelización de la cartera de clientes● Solucionar y dar seguimiento a las incidencias

Málaga

● Carry out surveys, proactively capture potential clients and actively search for new market niches, generating new business opportunities.● Personalized financial advice based on the client's investor profile.● Foster and strengthen solid relationships with clients and increase the client portfolio.●Follow-up and loyalty of the commercial portfolio of existing and new clients.

Murcia

● Support the person in charge in the management and direction of the team, participating in the proactive resolution of problems and ensuring the company's compliance.● Face-to-face and telephone service for private banking clients.● Review of contractual documentation for all types of banking products and services.● Manage mortgages for both resident and non-resident client portfolios.● Formalization of asset operations (loans and credits with all kinds of guarantees)● Manage files in arrears of the portfolio of resident and non-resident clients.

Málaga

● Exclusive capture of potential clients of NEW OPENING offices and identification of new market niches.● Advise all those clients interested in financial products and choose the best option based on their needs.● Market all kinds of financial products, control and monitoring of commercial campaigns.● Manage operations of both liabilities and assets of private banking clients.● Monitoring and loyalty of the portfolio of existing and new clients.

Rock Of Gibraltar

● Advice and personalized sales to the customer seeking excellent service and guiding the customer in their purchase decision.● Prepare sales reports, meet the objectives set in terms of turnover, and implementation of policies defined by the commercial management.● Guarantee an exclusive customer experience● Manage the process of customer loyalty and follow-up to the firm.● Post-sale service in the store, resolution of incidents with customers and follow-up of the same.● Maintenance of the visual of the store and implementation of new collections; as well as rotations product.● Store opening and closing● Supervision of vendors and cleaning staff● Carry out the cash count● Control store inventory

Máster En Dirección Y Administración De Empresas (Mba), Business Management, 900 Horas Lectivas (Full Time)

Financial and Management Accounting / Marketing / Market Research / E- Business E- Commerce / Human Resources / Taxation and Tax.

Degree In Business Administration And Management, Business