Skills

Skills

French language

Basic understanding of spoken and written French

English language

Good understanding of spoken and written English

Computer skills

Microsoft Office, Outlook Express, Revisal

Interpersonal skills

solid communication skills and interaction with clients team work spirit pro-active attitude

Interest

  • Reading
  • Study of the French language
  • Jogging and outdoor activities
  • Conception and creation of handcraft decorative art

Work History

Work History
Nov 2013 - Present

Assistant Manager

KEY CONT
  • collection and processing requests from clients
  • perform general accounting records
  • keeping in touch with clients, suppliers, Banks, State institutions and other third parties for specific problems
  • elaboration and drafting of documents and statements required by the manager
  • support the manager with adhoc projects, workflow processes improvements and other related duties as necessary.
Apr 2010 - Dec 2012

Financial Consultant

BCR Banca pentru Locuinte

I joined the BCR Banca pentru Locuinte at the beginning of its expansion on the Bucharest market. I brought my contribution by diversifying and enlarging the company's clients portfolio.

I was awarded bonuses based on my achievements regarding quality portfolio, reaching and exceeding the sales target.

  • prospect and approach new clients, using innovative ways to attract and retain them,
  • develop financial strategy by guiding the client to establish financial goals, matching goals to situation with appropriate financial plans,
  • obtains clients' commitment by explaining the proposed financial plans and options, explaining advantages and risks, alleviating concerns, answering questions,
  • review clients' portfolio in order to identify opportunities to right sell and promote the bank's saving - lending products,
  • compliance with quality and quantity indicators of portfolio and where needed, initiating measures to increase them
  • active participation in the achievement of the objectives of the Bank
Nov 2009 - Apr 2010

Life Inssurance Sales Agent

AVIVA asigurari de viata

During my experience at AVIVA i managed to achieve the monthly sales targets by capitalizing on my clients portfolio, built at the previous job.

I was awarded quarterly bonuses based on performance.

  • identify and qualify sales leads generated from a variety of sources, including referrals, marketing, cold-calling and lead databases.
  • interview prospective clients to obtain data about their financial resources, needs, and physical condition, in order to determine present coverage and investments, ascertaining long-term goals.
  • develop a coordinated protection plan by calculating rates for immediate coverage action and long-term strategy implementation and get clients' commitment.
  • deliver policy, planning future follow-up visits and evaluations of needs.
  • provide continuing service for clients and if needed process changes in beneficiary and policy applications.
Dec 2005 - Nov 2009

Credit Broker

Vision Consult

Vision Consult is among the first companies that developed credit brokerage activity on the Romanian market. My mission, as a member of the team, was to increase awareness about the concept of loan brokerage on the local market and to enlarge the company's clients portfolio. I started by exploiting the potential of the market, identifying the prospects and successfully selling credit products.

I managed several corporate accounts, providing financial consulting for their employees.

Overall i achieved a 90% approval rate on loan applications.

  • develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects,
  • discuss with clients to determine their borrowing needs and select the most appropriate loan suited to their circumstances
  • explain to the borrower the terms and conditions of the loan, it's legal aspects as well as the payment terms and clauses to them
  • help clients with the documentation required for acquiring the loan
  • manage the process through to settlement.
  • follow-up with clients in order to maintain continued relationship and to obtain new leads or new loan demands
  • providing basic sales training for the new employees of the company

Education

Education

Certifications

Certifications
Aug 2013 - Sep 2013

Inpector/Human Resources Referent

The Ministry of Labor, Family, Social Protection and Elderly
Nov 2010 - Jan 2011

Intermediate financial and commercial activity

The Ministry of Labour, Family and Equal Opportunities