Anonymous professional profile · EAA04145
Financial Services Sales and Client Relationship Management Professional
Client relationship and sales management professional with a background in financial products, investment advice, insurance, business analysis and sales-team development. Has managed prospecting and customer portfolios, provided banking account services and financial-product guidance, coached appointment-setting and closing teams, monitored conversion KPIs and coordinated recruitment and training. Additional experience includes market research, tailored business solutions, investment-related client acquisition and early-stage digital identity business leadership. Comfortable with structured client communications, performance tracking, negotiation and commercial follow-up. Interested in other opportunities and relocation; previous direct iGaming support is not evidenced.
- Candidate reference
- EAA04145
- Candidate-provided location
- Poland
- Languages
- Polish, English, Spanish
The country is candidate-provided and has not been independently verified. City is not recorded.
Professional background
Professional experience
Overall employment totals and source-reported industry experience are separate claims. Read the profile summary for the supported distinction.
Sales Team Manager and Training Sales Specialist
Managed a small prospect-setting and closing team, recruited and coached staff, monitored sales pipeline KPIs and sold diagnostic and professional training offerings.
Insurance Agent and Investment Sales Professional
Advised clients on insurance, investment products and portfolio options, maintained relationships, developed new business and supported regulated sales activities.
Business Analysis Specialist
Researched markets, developed commercial relationships and proposed tailored solutions in a workplace furnishing context.
Retail Banking Client Advisor
Supported accounts, customer transactions, transfers, deposits and consumer financial-product enquiries.
Digital Identity Startup Leader
Coordinated early-stage identity-verification business development, presentations, investor outreach and commercial strategy.
Capabilities
- Sales management
- Sales team recruitment
- Coaching and mentoring
- Client relationship management
- Banking customer service
- Financial products
- Investment product sales
- Insurance sales
- Lead generation
- Setter and closer workflows
- Sales funnel analysis
- Conversion KPIs
- Market research
- Business analysis
- Negotiation
- Training coordination
- Business development
- Strategic prospecting
- Customer onboarding
- Startup management
- Digital identity business development
Tools and platforms
- HTML
- CSS
- Tailwind CSS
- JavaScript
- React
- React Hook Form
- Vue.js
Industry experience
- Banking
- Financial services
- Investment products
- Insurance
- Professional training
- Business analysis
- Digital identity technology
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