пропозиції роботи
Paweł Gula
Corporate Action EquityReach Information, Euroclear Bank
Kraków,
małopolskie
Dołącz do GoldenLine i obejrzyj pełny profil tego użytkownika
Zobacz pełny profil
Umiejętności
Przygotowanie oferty
Umiejętności komunikacyjne
Confluence
Analiza finansowa
Bankowość internetowa
Obsługa kluczowych klientów
Microsoft Office
Negocjacje
sprzedaż rozwiązań
Telemarketing
Fundusze inwesytycyjne
umiejętność pracy w zespole
umiejętność szybkiego uczenia się
JIRA - poziom podstawowy
Pozyskiwanie nowych klientów
umijetność pracy samodzielnej
Umiejętność budowania relacji z ludźmi
przygotowywanie prezentacji multimedialnych i raportów
Ksiegowosc funduszy
Języki
angielski
biegły
hiszpański
podstawowy
Doświadczenie zawodowe
Fund Accountant
Scope of duties:
• Daily preparation and review of all components of net asset values (NAVs)
• Analyze and verify information received from other departments
• Daily monitoring and resolving discrepancy on accounting records
• Update and create new procedures and documentation for review
• Make recommendation for changes in processes
• Analyzing NAV movement and confirmation significant price changes with Bloomberg
• Corporate action verification
• Performing daily tasks
• Daily preparation and review of all components of net asset values (NAVs)
• Analyze and verify information received from other departments
• Daily monitoring and resolving discrepancy on accounting records
• Update and create new procedures and documentation for review
• Make recommendation for changes in processes
• Analyzing NAV movement and confirmation significant price changes with Bloomberg
• Corporate action verification
• Performing daily tasks
Account Coordinator
Scope of duties:
• Key customer support
• Generate presentations
• Making offers
• Gain clients in finance (banks, leasing companies, financial intermediaries) and private healthcare sector
• Sale IT products and solutions in finance (banks, leasing companies, financial intermediaries) and private healthcare sector, for example:
o Distribution channels (LiveBank)
o Digital self-service solution (Internet & Mobile Banking; Self Care Portal - eBOK; Financial Advisor)
o Credit management (Credit Aprpoval Process)
o Marketing automation (LeadBase)
o Sales enablement solutions (Leasing Front Office; Lead and Commission Management)
o Integration services
o Dedicate solutions
• Key customer support
• Generate presentations
• Making offers
• Gain clients in finance (banks, leasing companies, financial intermediaries) and private healthcare sector
• Sale IT products and solutions in finance (banks, leasing companies, financial intermediaries) and private healthcare sector, for example:
o Distribution channels (LiveBank)
o Digital self-service solution (Internet & Mobile Banking; Self Care Portal - eBOK; Financial Advisor)
o Credit management (Credit Aprpoval Process)
o Marketing automation (LeadBase)
o Sales enablement solutions (Leasing Front Office; Lead and Commission Management)
o Integration services
o Dedicate solutions
Konsultant ds. Obsługi Klienta (Zespół Infolinii)
Scope of duties:
• Customer support:
o sale of banking products
o providing information on the products offered by the Bank
o the after-sales service
• Solving technical problems according with Bank standards and procedures
• Knowledge of systems and procedures Alior Bank
• Customer support:
o sale of banking products
o providing information on the products offered by the Bank
o the after-sales service
• Solving technical problems according with Bank standards and procedures
• Knowledge of systems and procedures Alior Bank
Przedstawiciel ubezpieczeniowo-finansowy
Scope of duties:
• Gain clients by:
o personal contacts
o telemarketing
• Insurance and financial guidance:
o Investment plans
o Life or health insurance (individually and group)
o Communications insurance
• Creating alternative insurance-financial solutions personalized to customer needs
• The after-sales service
• Gain clients by:
o personal contacts
o telemarketing
• Insurance and financial guidance:
o Investment plans
o Life or health insurance (individually and group)
o Communications insurance
• Creating alternative insurance-financial solutions personalized to customer needs
• The after-sales service
Trader
Scope of duties:
• Purchasing and selling shares on the stock market (High Frequency Trading) work on the NASDAQ
• Analysis of the stock market using my own knowledge, experience and available reports
• Purchasing and selling shares on the stock market (High Frequency Trading) work on the NASDAQ
• Analysis of the stock market using my own knowledge, experience and available reports
Edukacja
Handel i Zarządzanie sprzedażą, studia podyplomowe
Studia podyplomowe na Krakowskiej Szkole Biznesu Uniwersytetu Ekonomicznego w Krakowie
Historia, magisterskie
Uniwersytet Jagielloński w Krakowie
Specjalizacje
Bankowość
Pośrednictwo finansowe
Finanse/Ekonomia
Księgowość
Finanse/Ekonomia
Rynki kapitałowe
IT - Rozwój oprogramowania
Inne
Obsługa klienta
Finanse/Bankowość/Ubezpieczenia
