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Eva DavidED

Eva David

Commercial prospecting & appointment setting

€129/day
Grenoble, FR
3-7 years
Telephone prospecting
Commercial development
Customer relations
Negotiation
Commercial strategy

Average response time: 1 hour

Freelancer profile translated to English.
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About Eva

Specializing in telephone prospecting and commercial development, I work on your client or prospect lists with a clear objective: to generate a maximum of qualified contacts and effectively fill your sales agenda.

From the provided files, I handle:

  • Outbound calls to your prospects or clients
  • Presenting your offer and establishing the first commercial contact
  • Qualifying needs and identifying opportunities
  • Telephone follow-ups
  • Scheduling appointments according to set objectives

Accustomed to cold calling campaigns as well as managing existing portfolios, I work with an approach focused on:

  • Results
  • Call volume
  • Commercial performance
  • Transforming your files into concrete opportunities

Available quickly for assignments.

  • French

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • La banque postale
    Account Manager
    BANKING AND INSURANCE
    April 2025 - April 2026 (1 year)
    Grenoble, France
    Customer Relations & Commercial Appointment Setting Manager – La Banque Postale

    • Management and development of a portfolio of individual clients with a constant objective of loyalty and identification of commercial opportunities
    • Daily execution of outbound call campaigns from targeted client files to generate and fill the agency's appointment schedule
    • Prospecting and telephone follow-up for identified needs in consumer credit, bank cards, savings solutions, insurance, and provident schemes
    • Qualifying client needs and directing them to appropriate offers based on their financial situation and projects
    • Scheduling qualified commercial appointments with a focus on conversion and portfolio management
    • Personalized advice on financing, savings, and wealth management solutions
    • Financial analysis, solvency assessment, and compliance with regulatory standards in client file creation
    • Active contribution to achieving the agency's commercial objectives through rigorous lead management and client follow-up
    Telephone prospecting Sales Commercial strategy Customer relations Negotiation
  • WallSwiss
    Financial E-Advisor
    BANKING AND INSURANCE
    November 2024 - February 2025 (3 months)
    Genève, Switzerland
    Commercial Prospecting Manager – WallSwiss – Geneva

    • Execution of cold telephone prospecting campaigns targeting prospects in France and Switzerland using databases and qualified leads provided by the firm
    • Daily utilization of inbound and outbound contact files to identify commercial opportunities
    • Contacting potential prospects to present the firm's financial services and generate interest in personalized wealth management support
    • Precise lead qualification through analysis of needs, financial situation, and interlocutor expectations
    • Sorting and segmentation of prospects based on their commercial maturity level and eligibility for the firm's offers
    • Generation and scheduling of qualified appointments for wealth management advisors, in-person or remotely
    • Strategic telephone follow-ups and commercial follow-up of leads to optimize conversion rates
    • Active participation in client portfolio development through structured and results-oriented outbound prospecting
    Telephone prospecting Negotiation Commercial development Commercial strategy Sales
  • Caisse d’épargne
    Digital Banking Advisor
    BANKING AND INSURANCE
    September 2022 - October 2024 (2 years and 1 month)
    Grenoble, France
    Client Advisor & Commercial Development – Caisse d’Épargne

    • Active prospecting and identification of commercial opportunities within a client and prospect portfolio
    • Qualifying client needs to identify suitable financial solutions and generate targeted appointments
    • Commercial appointment setting and telephone follow-ups with a focus on conversion and loyalty
    • End-to-end customer relationship management with a focus on satisfaction and performance
    • Sales and presentation of high-value-added services (savings, insurance, loans, banking solutions)
    • Development of conversion rates through active listening, structured communication, and personalized support
    • Contribution to achieving the agency's commercial objectives through rigorous follow-up of leads and opportunities
    Telephone prospecting Commercial strategy Sales

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Education

  • Bachelor NCPIF
    CampusEductive
    2022
    Bachelor NCPIF
  • BTS NDRC: Negotiation Digitalization of Customer Relations
    2019-2021|Centredeformation professionnelleLescharmilles,St
    BTS NDRC : Negociation Digitalisation de la Relation Client
Check out Eva's education

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