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Business Development & Financial Advisor with 10+ years of strategic growth experience
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Competencies
Developed partnerships, negotiated deals, and expanded market reach through strategic networking and B2B sales.
Advised clients on investments, retirement planning, and debt management, ensuring compliance and customer satisfaction.
Negotiated payment plans and business agreements to maximize revenue growth and customer experience.
Utilized CRM data for KPI performance, client retention, and cross-selling opportunities to enhance operational efficiency.
Handled audience surveys and client issue resolution with a focus on accuracy, trust-building, and operational adherence.
Education
Languages
Summary
A versatile professional with extensive experience in business development, financial advisory, negotiation, and client relationship management. Skilled at forging strategic partnerships, managing financial portfolios, and enhancing operational performance across diverse industries including...
Key Achievements
- Built strategic partnerships and fostered B2B sales growth at Corporativo Plascencia, expanding business opportunities.
- Managed financial collections, debt recovery, and account resolutions at BBVA / Citibanamex, reducing delinquency and ensuring compliance.
- Conducted audience measurement surveys and improved respondent engagement at Tata Consultancy Services, increasing survey accuracy and completion rates.
Experience
Recruitment Representative
Bilingual Customer Support & Issue Resolution / Courier Operations
Conduct audience measurement surveys on entertainment habits with high accuracy., Increase acceptance and completion rates through strategic, customer-focused communication., Build trust, manage objections, and maximize respondent engagement., Strictly follow operational protocols, VPN security,...
Bilingual Collections & Payments Agent
Digital Financial Advisor & Retirement Planning
Managed collections, payments, debt recovery, and account resolutions, working closely with customers to find practical and results-oriented solutions., Negotiated payment plans, processed financial transactions, and handled sensitive financial information under strict security and compliance...
Business Development & Strategic Partnerships
Focus on building business connections by developing partnerships through executive networking and B2B sales., Identify and approach strategic partners, companies, and investors to support new business initiatives., Present corporate value propositions and business projects, helping facilitate...