Uriel Galker Email & Phone Number

Tel Aviv District, Israel

Tel Aviv District, Israel

Tel Aviv-Yafo, Tel Aviv District, Israel

• Successfully managed a team of eight Junior and Senior Account Managers, leading the region to exceed KPIs and monthly targets by 20%on average.• Supervised the verification, onboarding, and retention of business accounts for corporate wealth management.• Managed relationships with partners and third-party providers, ensuring effective collaboration to achieve mutual goals.• Improved CRM reporting, supporting management decision-making and conducting BI research on customers, leading to strategic initiatives that increased customer retention.• Coordinated cross-functional tasks with retention, BI, Marketing, Communications, and operations teams, contributing to the successful execution of projects and initiatives.

Tel Aviv, Israel

• Servicing a multimillion dollar portfolio of high net worth investors from Latam, Spain and Portugal. Assisting clients on operations and regulatory matters and providing financial markets inputs. • Identification of business opportunities and corporate alliances. • Financial markets research and analysis. • Training and supervision of onboarding members. • Creation of localized marketing content. • Translation of internal and external communications.

Tel Aviv, Israel

• Servicing a multimillion dollar portfolio of high net worth investors from Latam, Spain and Portugal. Assisting clients on operations and regulatory matters and providing financial markets inputs.• Financial markets research and analysis.• Training and supervision of onboarding members.• Creation of localized marketing content.• Translation of internal and external communications.• Identification of business opportunities and corporate alliances.

Argentina

• Project management and key client success for banking energy and public sectors.• Sales planning and forecasting.• Support Business development director on Commercial strategy• Optimizing the CRM system for the company.• Coordination of teams for business proposals and application to tenders.• Benchmarking and industry research.• Relationship management with clients and providers.

Buenos Aires, Argentina

• Responsible for internal and external communications.• Change management development and team coordination.• Research and presentations.• Logistics and assembly of workshops.

Argentina

• Planning and execution of sustainability campaigns• Communications management• Research projects• Event planning• General administration of the department

Argentina

Administrative support and general management tasks.