I am a commercial and client executive with 7 years of experience managing high-value portfolios, focusing on loyalty, acquisition, reactivation, and long-term relationship development.
I have managed between 150 and 200 clients simultaneously, analyzing activity and value to prioritize commercial actions and deliver personalized follow-up.
I am experienced in handling complex requests, coordinating solutions with multidisciplinary teams, and maintaining traceability through CRM and operational systems.
I stand out for my service orientation, analytical thinking, negotiation skills, and responsible handling of confidential information.
I have worked with tools such as Excel, Outlook, Power BI, Opera, Viplayer, and internal CRM platforms to support tracking, analysis, and commercial organization.
I am motivated to transfer this experience into SME banking and continue developing specialized knowledge in financial products for companies.
Managed a high-value client portfolio, providing personalized follow-up, needs analysis, loyalty actions, and coordination of solutions. Handled 150 to 200 clients simultaneously, used CRM and operational tools, and coordinated with internal teams and providers to ensure quality service. Focused on client acquisition, reactivation, and portfolio growth.
Secondary Education, Humanities and Social Sciences
Secondary education with a focus on Humanities and Social Sciences.
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