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Duvan Cardona Moreno

Investment Solutions Manager
Habilidades
(Auto-avaliação)
Customer service 100%
Negotiation 95%
Quality of service 95%
línguas
English:
  • Leitura
    70%
Spanish:
  • Escrevendo
    70%
  • Leitura
    70%
  • Fala
    70%
Perfil profissional

I am a specialist in finance. Business administrator . With knowledge in commercial support, customer experience and strategic relationship, focused on the profitability of companies in administrative and financial areas.

Experiência de trabalho

Investment Solutions Manager
protección s.a. | Agosto 2019 - Agora (7 years 3 months)
habilidades usadas

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.

realização principal

•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 | Janeiro 2013 - Agosto 2019 (6 years 7 months)
habilidades usadas

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

realização principal

• 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 | Janeiro 2011 - Agosto 2012 (1 year 7 months)
habilidades usadas

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

realização principal

• 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.

Formação acadêmica
Business Administration
Universidad eafit | Specialization
Gerado por

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