Diana Genith Unigarro Fajardo

INVESTMENT MANAGER

Perfil profissional

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.

Experiência de trabalho

Investment Manager

protección | Março 2020 - Julho 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.

realização principal

Performance indicator at 110% and satisfaction surveys at 98%

Business Consultant

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

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

realização principal

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

Drawer Advisor

csc | Janeiro 2012 - Janeiro 2016 (4 years)

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

realização principal

Compliance with commercial goals greater than 100%.

Formação acadêmica

Business Administration
Universidad eafit | Master

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