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Yamel Andrea Jimenez

Preferred Banking Manager
Habilidades
(Auto-avaliação)
línguas
Perfil profissional

Experiência de trabalho

Preferred Banking Manager
banco itau | Janeiro 2018 - Dezembro 2022 (4 years 11 months)
habilidades usadas

Develop and implement business strategies to attract, retain, and retain customers to meet budget and sales objectives with tangible and intangible products. • Attract new customers to generate negotiation, cross-sells, and customer linkage. B2B and B2C clients. • Carry out visits to potential clients for the preferred banking segment with income of more than $25 million pesos or assets of more than $3,000MM

realização principal

I increased the volume of the portfolio by 20%, making the greatest number of new customer relationships. This allowed me to close mortgage deals for more than $3,000 million pesos, making the assigned portfolio profitable and growing.

High Income Manager
banco itau | Janeiro 2016 - Dezembro 2017 (1 year 11 months)
habilidades usadas

Guarantee the implementation of the segment strategy in personal banking in order to make profitable and increase the volume of the assigned portfolio. • Ensure the growth of the volume of the portfolio, evolution and profitability based on the indices established by the bank. • Carry out the attraction, digital prospecting, cross-selling negotiation and linking of new B2C customers.

realização principal

I exceeded my commercial indicators by 110%, managing to improve portfolio collections from $45 billion to $60 billion in one year. • Increase the sale of life and home protection insurance by 20%, I had 120% compliance, this made me meet the monthly objectives.

Formação acadêmica
Business Administration
Universidad de cundinamarca | Specialization
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