Sofia, Sofia City, Bulgaria
Помагам на хората да постигнат своите цели, организирайки и оптимизирайки личните си финанси. Ако имате нужда от: - Изготвяне на личен, комплексен финансов план - Споделяне на експертиза по приоритетни финансови въпроси - Подсигуряване на финансова стабилност - Преглед на опции за инвестиране - Консултация във връзка с кредитиране и оптимизация на текущи задължения - Защита на активи и пасиви - Животозастраховане, лечение на заболявания, медицински разходи - Поддържане на финансови взаимоотношения с финансови институции - банки, застрахователи, пенсионни и инвестиционни дружества Ако смятате, че финансовото планиране е важно за постигане на целите ви, може да се свържете с мен за безплатна консултация.
Финансово планиране и консултиране на физически лица.
Analyzes the market and competition Responsible for the development and improvement of the characteristics of the saving products for individual customers Makes preliminary study and subsequent implementation of new products Monitors and is responsible for the sales of the saving products, analyzes weekly reports in regard to the network’s activity Animates the network and collaborates for solving casus; assists in meetings and presentations Together with Marketing follows the campaigns, concern saving products Communication with Private Banking in the world Define a strategy for improvement of the servicing of VIP clients
Negotiations with institutions, business partners, customers of the bank Negotiates special conditions for current and potential customers in regard to loans and daily banking products Payroll agreements with employers Responsible for the synergy between the Corporate Department, SME Department and Retail Banking as well as Leasing, Factoring and Insurance companies in the group Controls productivity of the branch network.
Attracting new clients Individual servicing of key clients Selling all the bank products and services Consulting VIP clients Consulting and selling of equities and bonds, managed from Societe Generale Asset Management (now Amundi)