Managed and expanded existing client portfolios. Maintained daily communication with clients by phone and email. Negotiated directly with retail clients during sales campaigns. Handled administrative follow-up until product delivery. Managed new client onboarding and KYC (first-level checks).

Relationship Manager at ActionData

February 28, 2018 - February 28, 2018

Managed communications through calls and emails. Negotiated with retail clients during ongoing campaigns. Supported onboarding and after-sales services.

Bank Officer at Evo Bank

July 31, 2017 - July 31, 2017

Client-facing role focused on insurance sales and cross-selling of financial products. Managed onboarding of new clients and administrative processes. Promoted additional banking products to existing customers.

Back Office Assistant at Grand Step (Outsourcing services for Barclays, Citibank, and Banco Popular)

November 30, 2016 - November 30, 2016

Managed onboarding processes and verified client documentation. Provided administrative support for banking operations. Assisted with credit card campaign sales.

Franchise Manager at HADAKI Venezuela

February 29, 2012 - February 29, 2012

Managed family business and represented the HADAKI brand franchise in Venezuela. Oversaw media relations, brand positioning, and marketing campaigns. Supported franchisees with store openings and sales promotions. Opened five stores in top shopping malls in Caracas. Managed portfolios, traded securities and currencies, and sold.

Bank Officer at Citibank

May 31, 2009 - May 31, 2009

Developed and managed client investment portfolios. Executed transactions in local securities and foreign exchange. Marketed and sold retail and alternative investment funds, including UK-based Man Investments. Issued deal confirmations and supported client onboarding processes. Reviewed documentation to ensure accuracy and compliance with portfolio objectives. Processed mortgage loan applications. Oversaw administrative follow-up for client requests and applications. Promoted additional banking products such as credit cards. Delivered personalized client service and ongoing financial support.