Maria De Los Angeles Paris

As an SDR, I played a key role in proactively identifying and creating sales opportunities for the commercial team. My role encompassed strategic prospecting, interacting with potential clients, and effective collaboration with the sales team. I initiated initial contact with potential clients through phone calls and emails, effectively presenting the company's products and services. I developed efficient processes for qualifying leads by asking specific questions, categorizing them based on their level of interest and potential to become sales opportunities. - I maintained close collaboration with the sales team, transferring qualified opportunities and providing valuable information to facilitate deal closure. I implemented effective follow-up strategies to nurture lead relationships, while using analytical tools to constantly evaluate and adjust our strategies. My successful performance as an SDR was reflected in the sustained growth of the sales funnel and significant contribution to achieving the company's commercial objectives.

As a financial advisor specializing in life insurance, investments, and general insurance, my role was essential in providing expert advice to individual and corporate clients. I developed personalized strategies to meet my clients' financial and protection needs. Regarding life insurance, I was responsible for evaluating clients' individual circumstances to recommend policies that aligned with their financial and family goals. In the investment field, I provided guidance on various options, from mutual funds to stocks and bonds. I performed risk and return analyses, helping clients build portfolios that aligned with their long-term financial goals. In relation to general and liability insurance (ART), I advised corporate clients to protect their assets and mitigate risks. I conducted risk assessments, recommended appropriate coverage, and provided detailed information on specific policies.

As the leader of the administrative and commercial area at the bank, my role was crucial in ensuring operational efficiency and success in commercial transactions. I supervised administrative management, ensuring that internal processes were smooth and complied with regulations. In the commercial sphere, I designed strategies to drive sales and profitability. I analyzed financial data to identify growth opportunities and areas for improvement. I implemented effective tactics to attract new clients and retain existing ones, thereby optimizing the bank's client portfolio.