Eva G.

Develop a portfolio of key clients within banking institutions by responding to their specific needs and providing tailor-made solutions. Negotiate contracts. Identify and recruit talent in the IT and financial markets, and manage consultants. Participate in the development and establishment of a new office in Lisbon, contributing to market expansion and operational setup.

Operational support for Business Managers and Project Directors. Development of a client and prospect portfolio in the financial sector (banks, insurance companies, mutual funds, asset management companies). Strategic watch on the latest developments in the financial sector. Welcoming and participating in interviews with candidates and clients. Drafting commercial proposals, CVs, letters of intent (LOI), etc. Regular use of Salesforce to optimize client data management. Participation in calls for tender. Communication with high-level stakeholders (CEOs, Executive Committee members of subsidiaries or medium-sized companies, Business Unit Directors). Active participation in the search for interim management profiles. Implementation of key account management (KAM) strategies: follow-up, preparation, and development of support materials.

Promotion of products and services to clients and prospects (merchants, artisans, independent professionals).

Daily management of professional accounts to control and reduce risks, while maximizing cash flow potential.

Analysis of financing requests and support for clients in their professional and personal projects.

Risk management and follow-up of commitments.

Development of a prospect portfolio.