Experience

NewCapital Securities

• Peru
• Financial Services
• 1 - 100 Employee

• • Jul 2016 - Present

  Advise and make profitable the clients' investment portfolio. This includes recommendations for the proper distribution of an investment portfolio.To Streng business relationships and find valuable opportunities for high net worth clients.Provide clients with a good and deep understanding of the national and international financial markets, commercial orientation and the management of their investment portfolios.Collaboration and support in all operational aspects of the business.Restructure investment portfolios and attract new clients, carrying out an in-depth analysis of the portfolio in order to generate profitability for clients.Financial advice to preferred clients on general market products.Thorough research of the financial market to find suitable products.Analysis and writing of reports on new products located in the market.Intermediate management of the Akon platform.Objectives:Diversify financial assets in its broadest concept. Diversification must not only be taken into account from the point of view of assets, but must seek the best idea and the one that best executes it.Seek equity efficiency, assessing not only the client's financial position, but also their age, tax rate, present and future circumstances.Not only helping the client by planning for the present, but in the longer term, it is about planning, anticipating the vicissitudes, and having financial peace of mind.Advice and Solutions on Factoring issues for companies. Show less

• • Jun 2015 - Present

  Experta en inversiones en el mercado de capitales. Responsable de brindar oportunidades de inversión a nuestros clientes actuales y futuros basados en la evaluación del mercado al día, siendo realizados por nuestro selecto equipo de Brokers especializados en la diversificación de capitales para generar mayores y mejores rentabilidades por encima del mercado tradicional. Encargada de ubicar a los diferentes tipos de inversionistas con una atención personalizada al mercado que más se ajusten; llamese Divisas FX, Acciones, Bonos, Índices, Futuros, Opciones, etc.Mi objetivo es hacer de sus inversiones una apuesta segura con el fin de ofrecerle un crecimiento notable que le permita remontarse y sobresalir en las plataformas financieras del Perú y del mundo. Show less



Scotiabank

• Perú

• Asesora Comercial Banca Mype- Outsorcing El cristal

  • Dec 2014 - Mar 2015

  What did I do? -Advise potential clients ruc 20 or ruc 10 with business on the bank's SME loans and Customer segmentation. -Prepare proposal for secured and unsecured loans. -Offer the products of: leasing, leaseback, working capital, investment financing, loans for purchases of commercial premises, for home purchases (enterprising mortgages), for civil works, etc. -Knowledge in calculating loan amounts according to the active rate and days of grace. *********************************************************************************************** Asesorar a potenciales clientes ruc 20 o ruc 10 con negocio sobre los préstamos Pyme del banco. Segmentación de clientes. Preparar propuesta de préstamos con garantía y sin garantía. Ofrecer los productos de : leasing, leaseback , capital de trabajo, financiamiento de inversión, préstamos para compras de locales comerciales,para compra de vivienda(hipotecario emprendedor), para obras civiles ,etc. Conocimientos en calcular montos de préstamo según la tasa activa y días de gracia. Show less



MDY Contact Center & BPO

• Perú

• Customized Executive-Companies and Corporations / B2B

  • Jul 2014 - Nov 2014

  Functions: -Establish, maintain and develop relationships with customers who have been identified as target clients, focused on small to large-sized businesses. -Guarantees excellent business relationship with customer and customer satisfaction. -Reply quickly and timely to different customer requests received through emails. -Manage, solve and give a timely response to the claims made by customers. -Attend and maintain the assigned Business portfolio through personalized attention, with retention and loyalty functions as a priority. -Attend and solve technical incidents during the call, requests for new products such as telephone packages, migrations, internet purchase, international roaming service, etc. -Coordination of delivery and distribution of products through stock review of mobile products in the system with warehouse managers, until delivery. Show less



I-Complement Sac

• San Isidro

• Manager Account - Negocios Premium Telefónica

  • Feb 2014 - Jul 2014

  What did I do? -Sale of business Internet services to assigned managers or business customers according to the database provided by telephone. -Visit and arrange meetings with managers on scheduled days to report the quality of the service offered. -Propose and convince the managers or ing. Systems and IT Service to migrate to a better Dedicated Internet service in order to facilitate the speed of the connection service to the network. -Professional management of systems or programs such as citrix, gesnet, ATIS ********************************************************** -Venta de servicios de Internet empresarial a gerencias asignadas o clientes empresariales acorde a la base de datos brindada por telefónica. -Visitar y concertar reuniones con gerencias en los días agendados a fin de informar la calidad del servicio. -Proponer y convencer a las gerencias o ing. de sistemas y Servicio TI de migrar a un mejor servicio de Internet Dedicado con el fin de facilitar la rapidez del servicio de conenxion a la red. manejo de base de datos. -Manejo profesional de sistemas o programas como citrix, gesnet, ATIS Show less



Valvosanitaria Industrial Sac

• Perú

• Asesora de Ventas Retail-Italgrif

  • Mar 2011 - Feb 2014

  -Responsible for representing the brand in sales within one of the best-known Retails with headquarters nationwide such as Sodimac-Peru. -I was in charge of maintaining the assigned line in an orderly manner, with the stock up to date, promotions and prices updated and correctly detailed for customer service and information. -I coordinated with the Sales-Company area when requesting the sale of Brand products to the Business Projects sector, providing updated quotes to Shoppers who were in charge of price research. -I reported and requested information directly to my main bosses about the status of urgent orders, new products, price variations, as well as the necessary advertising to place in presentation headers so that the products had more commercial visibility. -I always strive to reach my established quotas at 100% and to provide the best sales service, make the brand known and working hand in hand with my bosses. ********* -Encargada de representar a la marca en ventas dentro de uno de los Retails más conocidos con sedes a nivel nacional como Sodimac-Perú. -Me encargaba de mantener el lineal asignado de manera ordenada, con el stock al día, promociones y precios actualizados y correctamente detallados para atención e información a los clientes. -Coordinaba con el área de Venta-Empresa para cuando se solicitaba la venta de productos de la Marca al sector Proyectos Empresariales, brindando las cotizaciones actualizadas a los Shoppers que se encargaban de la investigación de precios. -Reportaba y solicitaba información directamente a mis jefes principales sobre el estado de órdenes urgentes, productos de nuevo ingreso, variación de precios, así como de publicidad necesaria para colocar en cabeceras de presentación para que los productos tuvieran más visibilidad comercial. -Siempre me esforce por llegar a mis cuotas establecidas al 100% y de brindar el mejor servicio de ventas,hacer conocida a la marca y trabajando de la mano de mis jefes. Show less