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Sara
Sales and Investment Professional with over 17 years in Financial and Sales Management
Contacto
Competencias
Expert in client portfolio management, risk minimization, and long-term financial planning for individuals and companies.
Proven ability to lead sales teams, develop strategies, and achieve sales targets in diverse sectors including retail and software.
Skilled in providing excellent customer support, managing client relationships, and ensuring customer satisfaction.
Experienced in coordinating logistics, inventory control, and administrative tasks to optimize business operations.
Educacion
Idiomas
Resumen
Dynamic professional with over 17 years in financial advising, sales management, and client relationship building. Adept at leading teams, managing portfolios, and driving revenue growth across various industries in Latin America.
Logros Clave
- Managed and grew investment portfolios for clients at Banorte and Prudential Bank, enhancing long-term financial stability.
- Led a team of 12 sales professionals at Nestlé, consistently achieving or surpassing monthly sales targets in competitive supermarket environments.
- Streamlined sales reporting and logistics at Nestlé, improving operational efficiency and customer order follow-up.
- Successfully negotiated medical invoices at MedBrick Inc., ensuring fair pricing and cost control across Latin American health institutions.
- Spearheaded sales of PowerBuilder software across Latin America, expanding market presence and increasing regional revenue.
Experiencia
Credit Advisor
Finds interested in long-term investment people and companies, Promotes the company through sales presentation, Catches resources to invest, Manages clients’ investment portfolios
Investment Adviser
Assists clients in the planning and arrangement of their financial affairs, Minimizes risks and monetarily maximizes the resources
Financial Advisor
Finds interested in long-term investment people and companies, Promotes the company through sales presentation, Catches resources to invest, Manages clients’ investment portfolios
Sales support
Create and analyze sales reports, Coordinate logistics and sales management, Follow up customer orders and inventory
Sales
Manage a group of 12 persons to achieve the goal sales every month in supermarkets
Sales
Visit and convince doctors to prescribe our products
Customer Service Agent
Provide excellent customer service to the Sprint’s customers who want to port their numbers from any company to ours
Teacher
I was an English teacher for 3rd and 4th grade
Manager
In charge of selling the medicine prescribed by the doctor, Keep up a healthy inventory, Creating purchase orders, Coordinate the work team, Pay the monthly bills, Do the payroll for my coworkers, Calculate the sales commission amount
Medical invoice negotiator
Seek to settle a fair Price for the invoice issued by Latin-American health institutions providing service to a tourist
Sales and management
Responsible for selling the PowerBuilder software in Latin America territory, Issuing invoices from México, Peru and Colombia, Sales management, Monthly bank reconciliation, Gather the accountability monthly documents, Accounts receivable and accounts payable management