Paula Mocanu

Management and development of a client portfolio (retail and professional) in the financial trading and investment markets (Forex, CFDs, indices, commodities, stocks, ETFs). Active prospecting of new clients via inbound leads, Client support in account opening and onboarding (KYC, verification, first transactions), Personalized advice on the financial products offered by the platform, Client retention through regular follow-up and trust-based relationships (calls, emails, webinars), Achievement and exceeding of sales targets (deposits, trading volume, retention), Training clients on the use of trading platforms (MetaTrader 4/5 and internal tools), Management of client requests and problem-solving in coordination with internal teams (support, compliance, finance), Monitoring of financial markets and communication of analyses to clients, Compliance with financial regulations and internal policies.

Marketing of tax-advantaged financial solutions for companies to improve their employee well-being and brand image. Market share growth through outbound and inbound prospecting strategy, retention and advice for existing clients to grow portfolio value, negotiation, management, preparation of commercial offers and follow-ups, personalized onboarding according to client needs, reporting on defined KPIs and participation in the development of new sales strategies, implementation of competitive intelligence strategies in the sector.

Marketing of a SaaS product for healthcare professionals, enabling online appointment booking by patients, remote consultations, as well as care coordination, administrative files, and financial management of the professional's activity. Market share growth through outbound and inbound prospecting strategy, retention and advice for existing clients to grow portfolio value, negotiation, management, preparation of commercial offers and follow-ups, monitoring client product adoption and customization according to their specific needs, reporting on defined KPIs and participation in the development of new strategies, implementation of a competitive intelligence strategy in the sector.