Summary
Overview
Work History
Education
Skills
Languages
Timeline
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JULIANA MORELLI DUARTE

JULIANA MORELLI DUARTE

São Paulo,SP

Summary

Conscientious financial advisor with experience in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Use understanding of markets, financial products and taxes to provide best advice and guidance to clients. Background on results-driven franchise business owner. Demonstrated record of success in newly opened franchise unit. Brought an innovative idea to the franchisor which led to a project implementation across the entire franchise networking before opening and running own franchise unit.

Also a background of 5 years of sales experience in the medical devices market from 2 multinational american companies.

Personally, a passionately purpose driven woman with a 3 countries international experience (Mexico, Canada and USA) that propelled in being skilled in working and adapting to new situations and challenges. Class speaker.

Overview

13
13
years of professional experience

Work History

Financial Advisor

RN Investimentos at XP Investments Inc.
12.2023 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Establish new client relationships by conducting thorough needs assessments during initial consultations.
  • Work closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Develop comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Ensure compliance with industry regulations and company policies while serving clients'' best interests.
  • Educate clients on various financial matters and provide professional recommendations on investment opportunities, products and services based on individual needs.
  • Maintain open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Provide comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
  • Analyze clients' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
  • Implement tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
  • Manage risk effectively through careful analysis of clients' needs and portfolio diversification strategies.

Franchise Owner

Mundo à Parte
08.2020 - 11.2023
  • Manage labor, inventory and overhead costs effectively to maintain business profitability.
  • Oversee payroll, business planning and marketing for franchise operations.
  • Cultivate strong relationships with customers via in-store connections, field visits and social media presence.
  • Coordinate business paperwork such as contracts, employee files and tax submissions with good organizational skills.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Devise and deploy sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
  • Oversee business budget planning and administration, accounting functions, purchasing and monthly payroll to handle financial needs.
  • Keep all building areas and equipment functional and well-organized to promote business performance.
  • Achieve sales goals and increased revenue and profits through productive strategy development and organizational leadership.
  • Provide financial management through preparation of bank deposits and settlement of sales, returns and transaction reports.
  • Learning and remain updating on statutory requirements and regulations.
  • Input income and expense details into database to track business finances and address variances.
  • Enhance product awareness by taking pictures of new and available product offerings and posting to media accounts.
  • Set, enforce and optimize internal policies to maintain responsiveness to demands.
  • Verify parts and materials through audit inspections and independent checks.
  • Recently recruited and began to handle new team.
  • Handle customer and operations issues with calm, knowledgeable strategies to keep business on-track against targets.
  • Increased business with improved marketing and customer service strategies, resulting in R$90,904.14 in invoicing in first 10 months.
  • Raised more than R$134,000.00 in investment funds to start franchise business, building from ground up to achieve consistent month-over-month gains in challenging area.

Senior Sales Representative

Cordis at Cardinal Health do Brasil
10.2017 - 03.2020
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Maintained company´s relationship with main cardiovascular key accounts of São Paulo.
  • Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
  • Collaborated with internal teams to evaluate costs against expected market price points and set structures to achieve profit targets.
  • Forecasted sales of R$265,000.00/month and set successful policies to achieve sales objectives and related metrics within timeframe.
  • Increased customer satisfaction ratings by successfully resolving challenges.
  • Optimized workflow processes and monitored weekly sales to draft reports for continuous improvement planning.
  • Promoted advanced biological therapeutic and medical products by cultivating rapport with high-profile physicians (KOLs), hospitals and acute and long-term facilities towards main direct accounts in São Paulo.
  • Drove bottom-line profits by cultivating relations with cardiovascular and vascular interventionist physicians for stenosis management.
  • Continually navigated issues and solved complex strategy problems affecting sales growth and business direction.
  • Provided timely project management while adhering to budget constraints.
  • Developed exceptional interpersonal, speaking and listening skills from talking with both customers and upper management.
  • Participated in governmental biding auctions to attend public health system medical devices supply in cardiovascular diseases area.

Sales Representative

Cordis at Johnson & Johnson Medical Brazil
01.2017 - 10.2017
  • Maintained book of business valued at R$500,000.00/month with direct and indirect channel of 5 states.
  • Minimized process lags through strategic sourcing and customer expectation management.
  • Planned annual customer outreach events to strengthen brand initiatives and maximize outreach.
  • Met frequently with technical, product management and service personnel to stay current on company offerings and business policies.
  • Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
  • Retained excellent key client relationship through outstanding service delivery.

Trainee

Cordis at Johnson & Johnson Medical Brazil
03.2015 - 12.2016
  • Identified Cordis at Johnson & Johnson objectives by analyzing feedback and observing consumers.
  • Collected, arranged and input information into Sales Force.
  • Increased understanding of cardiovascular and vascular intervention medical devices industry processes by assisting with territory mapping.
  • Shadowed senior team members to learn all related jobs.
  • Maintained high levels of efficiency during training by taking detailed notes and asking questions.
  • Increased training efficiency by working closely with supervisor and coworkers, asking questions, and giving honest, detailed feedback.
  • Attended training courses to build understanding of processes, techniques and industry.
  • Learned new materials, processes and programs quickly.

Mary Kay Independent Consultant

Mary Kay, São Paulo/SP
09.2013 - 02.2015
  • Began to form teams with 3 new independent consultants.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Offered friendly and efficient service to customers, handled challenging situations with ease.
  • Developed and maintained courteous and effective working relationships.
  • Served customers and followed outlined steps of service.
  • Participated in team-building activities to enhance working relationships.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.

English teacher

FISK English School
09.2012 - 02.2013
  • Prepared and implemented lesson plans covering required course topics.
  • Consulted with teachers in other disciplines to identify and adopt successful instructional strategies.
  • Prepared comprehensive English curriculum for multiple classes.
  • Planned dynamic lessons to increase student comprehension of books and literary concepts.

Education

Bachelor of Science - Veterinary Medicine

UNIFAJ
Jaguariúna - SP
11.2013

High School Diploma -

Graded School of São Paulo
São Paulo - SP
05.2006

Skills

  • Personal financial advising
  • Strategic investment planning
  • Effective Communicator and Public Speaker
  • Ethical decision-making
  • Portfolio Management
  • Client relationship management
  • Attention to detail

Languages

English
Bilingual or Proficient (C2)
Spanish
Advanced (C1)

Timeline

Financial Advisor

RN Investimentos at XP Investments Inc.
12.2023 - Current

Franchise Owner

Mundo à Parte
08.2020 - 11.2023

Senior Sales Representative

Cordis at Cardinal Health do Brasil
10.2017 - 03.2020

Sales Representative

Cordis at Johnson & Johnson Medical Brazil
01.2017 - 10.2017

Trainee

Cordis at Johnson & Johnson Medical Brazil
03.2015 - 12.2016

Mary Kay Independent Consultant

Mary Kay, São Paulo/SP
09.2013 - 02.2015

English teacher

FISK English School
09.2012 - 02.2013

Bachelor of Science - Veterinary Medicine

UNIFAJ

High School Diploma -

Graded School of São Paulo

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JULIANA MORELLI DUARTE