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Marios Galatis

Marios Galatis

Accountant’s assistant

Followers of Marios Galatis54 followers
location of Marios GalatisVoúla, Attiki, Greece

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  • Timeline

  • About me

    Financial Department - Investment Sector at Groupama Ασφαλιστική | Groupama Asfalistiki

  • Education

    • Technological Educational Institution in Serres

      2001 - 2004
      Bachelor's degree Department of Organization and Business Administration 7.8

  • Experience

    • Ernst & Young Hellas

      Jul 1999 - Jan 2000
      Accountant’s assistant

    • Agricultural Bank of Greece (ATE)

      Oct 2003 - Mar 2004
      Clerk in the Glyfada’s Branch - Customer Services

      Main responsibilities:• Opening of customer account• Credit card applications

    • ΤΡΑΠΕΖΑ ΑΣΠΙΣ - ASPIS BANK

      Jun 2006 - Jun 2008
      Mortgage & Consumer Credit Division - Credit Officer

      Responsible for:• Assessment of consumer loan applications• Communication with branches• Reporting to the Head of Division• Tiresias Risk Control System

    • Eurobank

      Jun 2008 - Feb 2009
      Retail Credit Division

      Main responsibilities:• Assessment of customer applications for granting of mortgage loans• Communication with other internal units of Bank (branches, Legal Unit and Asset evaluators)• Individual Approval Limit up to €400K• Reporting to the Head of Division

    • Groupama Ασφαλιστική | Groupama Asfalistiki

      Jun 2009 - now
      Financial Department - Investment Sector - Officer of Investment Sector

      My main responsibilities are:• Registering of investment transactions (SAP)• Accounting Management of Investment (SAP)• Bank reconciliation and payment transfer• Orders to the custodian for subscription and redemption on investment securities• Custody reconciliation • Verification of correctness of investment fees invoices (expenses and retrocession)• Calculation of provisions for monthly investment fees and recording them in the system SAP • Valuation of Unit Linked• Monthly investment report Show less

  • Licenses & Certifications

    • Basic Principles of Insurance Market

      Certification of the Hellenic Institute of Insurance Studies
      Jan 2015

    • (A1) Receiving, transmitting and executing orders to securities

      Certification of the Capital Market Committee
      Nov 2014

    • Official Accounting Accreditation – B class

      Economic Chamber of Greece
      May 2021