Crosswords
Daniel Oliveira
Customer Relationship Executive
Brasília-DF
Summary
Knowledgeable and dedicated customer service professional with extensive experience in service industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
4
4
years of post-secondary education
4
4
Languages
Work History
Financial Advisor
Abacaxi
Brasília-DF
06.2019 - Current
- Helped over 60 individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Facilitated new client onboarding process and investment account setup.
Associate Financial Advisor
Rio Claro Investimentos
Brasília-DF
02.2017 - 06.2019
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped over 60 individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Delivered strategic investment advice for individual and corporate clients.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
ESL Teacher
Wizard
Brasília-DF
01.2017 - 06.2017
- Increased ESL students' reading levels by integrating online word games and altering lesson plans for students needing extra guidance.
- Developed activities and integrated technology to diversify instruction.
- Collaborated with teachers and department heads to meet quarterly and yearly educational goals.
- Assisted department head in establishing daily schedules, curriculum and ESL activities.
- Worked with average of 8 students per class.
Sales Representative
Wizard
Brasíia-DF
10.2016 - 06.2017
- Developed and delivered engaging sales presentations to convey product benefits.
- Developed strategic relationships with existing customers by learning preferences and managing regular communications.
- Increased sales by 13%.
Branch Manager
World Study
Brasília-DF
08.2014 - 04.2016
- Boosted sales and customer loyalty through incentive programs.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Maintained professional, organized and safe environment for employees and patrons.
- Developed and maintained relationships with customers and suppliers through account development.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Increased revenue by 80%.
Front Desk Coordinator
Hotel 10
Goiânia-GO
10.2013 - 07.2014
- Checked-in late-arrival guests, collected payments and verified reservation details to maintain customer satisfaction.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Ran end-of-day reports and batches and notified staff of necessary corrections and resolutions.
- Maintained transaction security by verifying payment cards against identification.
- Served as point of contact for clients, fulfilled requests and resolved conflicts within customer service department and forwarded all other inquiries to appropriate department and personnel.
- Managed average over 30 guests per day.
Sales Executive
IPOG
Goiânia-GO
01.2012 - 10.2012
- Increased revenue in 60% by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Presented products to clients using dynamic presentations and practical use-case scenarios.
- Managed entire sales cycle across customer accounts, proposing and closing sales to achieve total revenue growth, profit and customer satisfaction plans.
- Evaluated costs against expected market price points and set structures to achieve profit targets.
- Remained current on industry trends to better understand customer needs, product effectiveness and sales tactics.
- Developed sales strategy based on research of consumer buying trends and market conditions.
Education
Bachelor of Arts - International Relations
PUC Goiás
Goiânia-GO 08.2008 - 06.2012
Skills
Relationship building and management
Interests
Sports
Brain games
Timeline
Financial Advisor
Abacaxi
06.2019 - Current
Associate Financial Advisor
Rio Claro Investimentos
02.2017 - 06.2019
ESL Teacher
Wizard
01.2017 - 06.2017
Sales Representative
Wizard
10.2016 - 06.2017
Branch Manager
World Study
08.2014 - 04.2016
Front Desk Coordinator
Hotel 10
10.2013 - 07.2014
Sales Executive
IPOG
01.2012 - 10.2012
Bachelor of Arts - International Relations
PUC Goiás
08.2008 - 06.2012
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