Summary
Overview
Work History
Skills
Languages
Education
Timeline
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Andre Roman

Monterrey,Nuevo Leon

Summary

Highly organized and goal oriented Sales Executive with seven years of experience in the field, providing high level customer service while increasing revenues. Proven leader with excellent negotiation and closing skills, experienced in supervising and training team members. Motivated to maintain customer satisfaction and contribute to company success. Looking for a challenging and suitable career with and ambitious company that offers career development and advancement.

Overview

8
8
years of professional experience
2
2
years of post-secondary education

Work History

Team manager

ABC Financial
Monterrey, Nuevo Leon
07.2021 - Current
  • Led employee relations through effective communication, coaching, training and development.
  • Enhanced customer satisfaction by proactively addressing concerns and providing tailored solutions.
  • Met with clients to maintain communication to enhance teams´execution on new products.
  • Established performance metrics to evaluate team success, driving continuous improvement in service delivery.
  • Evaluated employee performance on a weekly basis and coached and trained 17 team members, increasing quality of work and employee motivation.
  • Drove performance of staff by creating incentives and positive work atmosphere and administering recognition and rewards programs.
  • Administered monthly and annual reviews to direct reports and set clear and measurable goals, actions plans and follow-up procedures.
  • Recruited, interviewed and hired individuals adding value, dedication and knowledge to sales team.

Financial advisor

Prudential
Monterrey, Nuevo Leon
08.2020 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients´individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives .
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interactions on phone and in person, handling base inquiries and providing quotes.
  • Renewed contracts promptly to maintain high-value client bases.

Sales executive

American Express
San Pedro, Nuevo Leon
07.2016 - 03.2019
  • Achieved sales goals and service targets by cultivating and securing customer relationships.
  • Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Effectively handled daily customer meetings, sales calls and account management tasks, improving sales team efficiency.

Skills

  • Team Management
  • Maintain Customer Loyalty
  • Key Performance Indicators (KPIs)
  • Customer Account Management
  • Negotiation and Conflict Resolution
  • Networking and Client Relations
  • Contract Closing
  • Customer Retention Strategies
  • Understanding Customer Needs
  • Outstanding Interpersonal Skills
  • Computer Skills (Efficient on Microsoft Office, NICE, Zendesk, Recurly, ICBM, CallMiner, GenesysCloud)

Languages

English
Native
Spanish
Native

Education

International Business

Universidad TecMilenio Campus Las Torres
Monterrey, Nuevo Leon
08.2017 -

Certificate of Higher Education -

Preparatoria 23 UANL
Santa Catarina, Nuevo Leon
08.2011 - 03.2013

Timeline

Team manager

ABC Financial
07.2021 - Current

Financial advisor

Prudential
08.2020 - Current

International Business

Universidad TecMilenio Campus Las Torres
08.2017 -

Sales executive

American Express
07.2016 - 03.2019

Certificate of Higher Education -

Preparatoria 23 UANL
08.2011 - 03.2013

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Andre Roman