Traian Parvu Email & Phone Number

Berne, Switzerland

Bern, Berne, Switzerland

Bucharest, Romania

• Redesigned the training material for the retail sales force, in line with ING global training strategy and industry’s regulatory framework,
• Organized and delivered in class investment sales trainings and workshops for the retail network of 1200 sales consultants,
• Coordinated the investment sales strategy for ING Retail Network together with ING business area stakeholders and NN Investment Partners,
• Headed sales meetings with key customers to help close the sale or coach on the job the sales consultants, achieving an average of 25% per year investment sales volumes growth,
• Coordinated various projects to expand the retail investment products proposition,
• Assembled detailed reports regarding the customers’ portfolio and the level of expertise of the sales consultants for the stakeholders.

Bucharest, Romania

• Expanded the company’s client portfolio by signing new corporate clients from the financial sector,
• Ensured projects are completed on time and within budget, objectives and quality standards are met and all parts are following the agreed processes and timelines,
• Advised clients regarding the technical solutions, negotiating timelines and budget with both clients and suppliers,
• Programmed project milestones and objectives in line with both clients requirements and vendors capabilities,
• Recruited most suitable specialists and sub-contractors for each individual project,
• Monitored deliverables, timelines, costs and billing.

Bucharest, Romania

• Managed the launch of Aegon’s Private Investment Division in Romania,
• Acted as a brand ambassador for Aegon’s Private Investment Division and its products,
• Fulfilled the sales objectives by identifying new high net-worth clients,
• Consolidated the existing client portfolio by providing personalized information and tailored products,
• Enhanced customer satisfaction by managing expectations and delivering on promises.

Bucharest, Romania

• Identified, acquired and grew a base of over 150 affluent and high net-worth clients to meet the business objectives,
• Nurtured the growth of long-term business relationship with customers by providing them substantial added value and world-class financial products and services,
• Achieved volume and revenue goals via the combination of client acquisition and relationship deepening,
• Ensured the appropriateness of the sale of Citibank proprietary and third-party funds, such as structured notes, bonds, and preferred stocks.

Bucharest, Romania

• Generated revenue by selling the bank’s products such as personal loans, mortgage loans, credit cards,
• Involved in expanding the client’s portfolio and retention of existing customers,
• Performed phone collection of outstanding debts – monthly target was achieved on a constant basis,
• Provided initial training and supervision to other junior bankers joining the team.

Master'S Degree, International Relations And Affairs

Bachelor'S Degree, International Relations And Affairs