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
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%.
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.
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.