Miguel Passos Morgado
CRM Consultant at Step Ahead Consulting, S.A.- Claim this Profile
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Portuguese, English, Spanish -
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Bio
Gonçalo Coutinho
In the many years we worked together Miguel showed incredible technical and human skills, both of which are essential to promote a positive and constructive working relation with a credit insurance company. In addition to being easy to work with, he is quick-minded, focused and unwavering in the pursuit of the company's goals.
Artur Santos Narciso
Miguel é um excelente profissional, ideias claras, bem organizadas e sempre disponivel para explicar de forma calma o seu ponto de vista e com enorme disponibilidade para ouvir a ideia dos seus colegas. Pessoa de enorme confiança, com estraordinários valores humanos.
Gonçalo Coutinho
In the many years we worked together Miguel showed incredible technical and human skills, both of which are essential to promote a positive and constructive working relation with a credit insurance company. In addition to being easy to work with, he is quick-minded, focused and unwavering in the pursuit of the company's goals.
Artur Santos Narciso
Miguel é um excelente profissional, ideias claras, bem organizadas e sempre disponivel para explicar de forma calma o seu ponto de vista e com enorme disponibilidade para ouvir a ideia dos seus colegas. Pessoa de enorme confiança, com estraordinários valores humanos.
Gonçalo Coutinho
In the many years we worked together Miguel showed incredible technical and human skills, both of which are essential to promote a positive and constructive working relation with a credit insurance company. In addition to being easy to work with, he is quick-minded, focused and unwavering in the pursuit of the company's goals.
Artur Santos Narciso
Miguel é um excelente profissional, ideias claras, bem organizadas e sempre disponivel para explicar de forma calma o seu ponto de vista e com enorme disponibilidade para ouvir a ideia dos seus colegas. Pessoa de enorme confiança, com estraordinários valores humanos.
Gonçalo Coutinho
In the many years we worked together Miguel showed incredible technical and human skills, both of which are essential to promote a positive and constructive working relation with a credit insurance company. In addition to being easy to work with, he is quick-minded, focused and unwavering in the pursuit of the company's goals.
Artur Santos Narciso
Miguel é um excelente profissional, ideias claras, bem organizadas e sempre disponivel para explicar de forma calma o seu ponto de vista e com enorme disponibilidade para ouvir a ideia dos seus colegas. Pessoa de enorme confiança, com estraordinários valores humanos.
Experience
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CRM Consultant
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Sep 2021 - Present
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Ageas Portugal Grupo
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Portugal
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Insurance
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500 - 600 Employee
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Rede Private Grupo Ageas
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Jan 2021 - Present
Counseling on risk management. Counseling on risk management.
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Refood
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Kuwait
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Food & Beverages
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1 - 100 Employee
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Volunteer at Refood - Arroios
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Aug 2019 - Present
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Freelancer Financial Advisor
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Sep 2019 - Aug 2021
Factoring specialist Investment projects/Tax benefits Interim Management Cost structure diagnosis Factoring specialist Investment projects/Tax benefits Interim Management Cost structure diagnosis
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PrimaNota - Consultoria e Representações
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Portugal
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Pharmaceutical Manufacturing
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1 - 100 Employee
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Apoio Comercial
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Jan 2020 - Mar 2020
Cost-benefit study to analyse the opportunity to start a new business area on the company; Identify possible synergies with the existing business and quantify possible gains/costs (economic, logistic, image, others). Cost-benefit study to analyse the opportunity to start a new business area on the company; Identify possible synergies with the existing business and quantify possible gains/costs (economic, logistic, image, others).
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Clients and Operations Director
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Oct 2010 - May 2019
Commercial follow-up of the ClientsManage a staff with 17 peopleImplementing and develop automatic procedures to realize daily operationsManagement of projects in order to implement performance improvements on specific tasksDevelopment of tools for a correct control and information management of Clients portfolioSteering Committee attendantParticipant on the elaboration of the Company’s budget, according to the strategic guidelines defined, and main responsible for its implementation in Client and Operations DepartmentThe main results achieved between 2011 and 2018 in some of the KPI’s were:- Amount of assigned invoices per year: increase of 169%- Net Banking Income per year: increase of 69%- Level of Average Funds in Use: increase of 148%- Sum of Net Results between 2011 and 2018: 30M€- Client Retention Rate above 95% Show less
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Comercial Clients Manager
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Aug 2007 - Sep 2010
Commercial follow-up of the Clients at Eurofactor PortugalOperating conditions negotiation of Factoring ContractsPresentation and discussion at steering Committee of negotiated proposals
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Caixa Geral de Depósitos
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France
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Banking
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100 - 200 Employee
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Client Relationship Manager
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Oct 2005 - Jul 2007
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Director
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Nov 2003 - Aug 2005
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Education
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2021 - 2021
<Academia de Código_>
<Code Cadet>, Software Development -
2000 - 2001
Universidade Católica Portuguesa
MBA, Finance, General -
1988 - 1995
Universidade Nova de Lisboa
Economia e Gestão Empresarial
Community
