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.
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.
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.
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.
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.