Diana Genith Unigarro Fajardo

INVESTMENT MANAGER

Professional profile

I am a dynamic, responsible person, accustomed to teamwork, with experience in investment portfolio management, capital market analysis, customer service and consulting, capable of contributing to organizational performance.

Work experience

Investment Manager

protección | March 2020 - July 2021 (1 year 4 months)

Manage investment portfolios. Financial advice, tax, pension, SURA insurance and BANCOLOMBIA credits. Administration of client portfolio for 29 billion and placement of new clients. Transactional processes.

Major achievement

Performance indicator at 110% and satisfaction surveys at 98%

Business Consultant

viajes exito | March 2017 - March 2019 (2 years)

Comprehensive advice for planning personal, family and business trips. Collection, issuance, billing of travel plans and point of sale administration.

Major achievement

Fulfillment of commercial goals greater than 150% winner of the best sellers contest nationwide.

Drawer Advisor

csc | January 2012 - January 2016 (4 years)

Placement of payroll credits for public sectors. Credit operational process, database management, execution of commercial campaigns.

Major achievement

Compliance with commercial goals greater than 100%.

Education experience

Business Administration
Universidad eafit | Master

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