Deputy Head of Investment Communication and Analytics at PKO TFI

• Apr 2022 - Present

Regional Sales Executive

• Jan 2017 - Mar 2022

• Establishing professional relationships with financial institutions• Responsibility for the achievement of investment products sales plans in the subordinate region• Organizing and conducting seminars, road shows, meetings and presentations of products and services (open-ended and hedge funds) provided by PKO TFI (Investment Management) for cooperating financial institutions and their customers• Preparing and conducting training workshops and creation of sales support tools for employees of cooperating institutions• Direct sales support through meetings with core customers, help in customer service, sales negotiations, product presentations• Sales network support in terms of information about products, competitive advantages and benefits that should be used during the meeting with customer• Preparing presentations and other training materials in the range of investment products Show less

Regional Sales Executive

• May 2014 - Dec 2016

• Establishing professional relationships with financial institutions, • Responsibility for the achievement of retail investment products sales plans in the subordinate region, • Organizing and conducting seminars, road shows, meetings and presentations of products and services (open-ended and hedge funds, unit-linked policy) provided by PKO Insurance and PKO TFI (Investment Management) for cooperating financial institutions and their customers, • Preparing and conducting training workshops and creation of sales support tools for employees of cooperating institutions, • Direct sales support through meetings with core customers, help in customer service, sales negotiations, product presentations, • Sales network support in terms of information about products, competitive advantages and benefits that should be used during the meeting with customer. • Preparing presentations and other training materials and sales in the range of investment products Show less

Investment Product Manager

• Aug 2013 - Feb 2014

• Development of the new investment products and management of current offer based on marketing mix principles (including sales processes, selection of the underlying instruments, marketing support, sales model, sales and profitability forecasts, business case, requirements etc.), • Sales network support in terms of information about products, competitive advantages and strengths, which should be used during the talks with the customers, • Building a growth strategy for investment products, • Responsibility for the profitability of the product line and achievement of the budget assumptions, • Preparation of training and sales materials in the range of investment products, • Close cooperation with partners whom provide attractive solutions to the Bank's investment and bancassurance areas of activity. Show less

Saving Product Manager

• Feb 2010 - Jul 2013

• Development of new saving products and current offer management , • Support for sales network in terms of information about products, competitive advantages and strengths, which should be used during the talks with the customers, • Developing a strategy of development for the group of savings products, • Close cooperation with the departments responsible for sales and value proposition in segments in order to increase the competitiveness of products and customer satisfaction, • Responsible for the profitability of product line and achievement of the budget assumptions, • Close cooperation with partners that provide attractive solutions to NoBP savings and bancassurance Show less

Saving and Investment Product Manager

• Aug 2007 - Jan 2010

• Implementation of MiFID requirements in terms of mutual funds offer, • Introduction of new structured products to the Bank's offer, • Development of new savings and investment products and management of the current offer, • Developing a strategy of growth for the group of saving and investment products, • Responsibility for the profitability of product line and achievement of the budget assumptions • Close cooperation with partners whom provide attractive solutions to the Bank's investment and bancassurance areas of activity • Participation in a number of projects dedicated to improve sales processes and maintenance of products aimed at increasing competitiveness and prevent complaints Show less

Customer Service Officer (Private Individuals)

• Feb 2006 - Jul 2007

• Excellent customer service in area of individual transactions: investment/savings products and loans (mortgage). • One of the best sales performance of mutual funds.

Customer Service Officer

• Mar 2003 - Oct 2005

• High quality and full service operations delivered for the individual and corporate customers of the bank. • Operating cash, conversion of cash in foreign and local currency. • High quality and full service operations delivered for the individual and corporate customers of the bank. • Operating cash, conversion of cash in foreign and local currency.

Vindication specialist

• Jul 2002 - Feb 2003