38113

Financial Consultant at Axa Life Insurance Romania

  • România, București
  • România, București
  • Romania, București
  • Romania, București
Deblocheaza date contact
Traduceri ale CV-ului
30%
  • Ultima actualizare: 01.08.2012
  • Numar referinta: 38113

Aptitudini

Permis de conducere
  • B

Limbi straine

Engleza
Avansat
Franceza
Mediu
Italiana
Incepator
Romana
Nativ
80%
  • Last update: 01.08.2012
  • Reference number: 38113

Experience

  • August 2011 - Present

    Financial Consultant, Axa Life Insurance Romania

    • București, Romania
    • Full time
    • Work domain - Finance: Insurance

    Provide blended financial services to individuals and
    businesses;
    Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.
    Analyze financial information obtained from clients to determine strategies for meeting clients' financial
    objectives.

  • October 2010 - May 2011

    Platinum Financial Advisor, MKB NexteBank

    • București, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    Seeking new clients and partners that fit the financial profile;
    Manage ongoing relationships with key high net worth individuals accounts by providing investment, credit, and
    capital market products in addition to a variety of services;
    Serving as the financial expert to clients and partners;
    Implementing action plans to develop new business and
    broaden existing relationships.

  • October 2009 - October 2010

    Branch Manager, Credit Zone/ Perfect Finance

    • București, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    Coordinate a team of 7 people;
    Participate at major real estate and financial fairs in order to promote  company's services;
    Coach and train the team in order to increase  the quality of our services;
    Supervise and coordinate the team in order to achieve deadlines and business objectives;
    Continuously seeking for business development
    opportunities: new partners and services;
    Develop business plans in order to increase sales;
    Conduct market research and competitive analysis;
    Manage complex projects: planning, marketing&PR,
    sales, partner relationships;
    Successfully develop the activity of Credit Zone Cuza Branch.

  • October 2007 - May 2008

    Mortgage Specialist, Credit Zone/ Perfect Finance

    • București, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    Advisor to clients with respect to the mortgage finance market in Romania;
    Identify the client's needs for mortgage loans and giving him the customised solution;
    Develop partnerships with major developers and real
    estate companies;
    Maintain relations with banks in order to solve the
    administrative issues that may occur during the lending process.

  • June 2004 - April 2006

    Human Capital Consultant, Lugera & Makler

    • București, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    Recruitment and selection of the candidates - low &
    middle management positions for local and multinational
    companies.
    Maintaining & updating the candidates and clients
    database
    Testing the candidates in specific fields when the job required technical testing
    Training new colleagues on recruitment practices
    Collaborating with the payroll department in  making the contracts for the future employees.

Education

  • 2007 - 2009

    Master's degree, University Politehnica of Bucharest

    • București, Romania
  • 2002 - 2007

    Bachelor's degree, University Politehnica of Bucharest

    • București, Romania

Skills

Driving license
  • B

Foreign languages

English
Advanced
French
Intermediate
Italian
Beginner
Romanian
Native