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Duvan Cardona Moreno

Investment Solutions Manager
Skills
(Self-evaluation)
Customer service 100%
Negotiation 95%
Quality of service 95%
Languages
Ingles:
  • Lectura
    70%
Español:
  • Escritura
    70%
  • Lectura
    70%
  • Habla
    70%
Professional profile

Soy especialista en finanzas . Administrador de empresas . Con conocimientos en soporte comercial , experiencia al cliente y relacionamiento estrategico , enfocados a la rentabilidad de las companias en areas administrativas y financieras . Tengo

Work experience

Investment Solutions Manager
protección s.a. | August 2019 - Present (7 años 3 meses)
Used skills

Responsible for providing comprehensive advice to high-value clients in the pension, tax and financial field, generating links in the different savings and investment products.

Major achievement

•I captured new resources through savings and investment vehicles, achieving a portfolio collection of COP $ 300 million per month. • Managed a fund value higher than COP $ 4000 million, increasing profits and profitability for the company. • I had a performance indicator higher than 150%.

Costumer Service Manager
claro colombia | January 2013 - August 2019 (6 años 7 meses)
Used skills

Responsible for providing advice to corporate and government clients Receiving complaints and claims, generating reports. Development of processes oriented towards quality of service.

Major achievement

• Thanks to my management and service, I managed to retain and maintain 90% of the clients in charge. • I was part of the 4G technology implementation team. This was achieved by my outstanding indicators at the national level.

Commercial Assistant
interbolsa | January 2011 - August 2012 (1 año 7 meses)
Used skills

Responsible for advising clients on company products, purchase and sale of securities. Customer bonding. Database management Operational and administrative functions of the office.

Major achievement

• Participated in the structuring of the internal process of the commercial operation, achieving greater organization to comply with the needs and requirements of the client. • I implemented planning and programming processes, which allowed the acquisition of new clients.

Education experience
Administración de Empresas
Universidad eafit | Especialización
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