Experience

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  Sc medis retail consulting srl

  Jan 2021 - Mar 2022

  Customer relations specialist

  - Successfully opened and managed accounts for individuals and businesses, ensuring a seamless onboarding process and compliance with all regulatory requirements.- Actively sold life and home insurance policies, as well as loan products, while providing personalized, strategic advice to clients, helping them select the most suitable financial solutions.- Promoted a range of savings and investment products, guiding clients toward optimal choices to enhance their financial security and long-term growth.- Contributed to a high-performing team environment, collaborating effectively to meet business goals and deliver exceptional client service.- Led training initiatives for new hires, empowering them with the skills and knowledge needed for success. Engaged in ongoing professional development to continuously enhance expertise and performance Show less

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  Provident financial romania

  Feb 2022 - Jul 2023

  Manager

  - Analyzed key metrics and prepared comprehensive reports to track performance, identify areas for improvement, and guide business strategies.- Conducted one-on-one performance reviews, provided constructive feedback, and created actionable development plans. Led ongoing training and continuous professional development programs.-Led recruitment efforts, including job postings, interviews, and documentation. Facilitated seamless onboarding and integration for new hires.- Managed remote teams, ensuring clear communication and goal alignment. Monitored performance closely, providing guidance to meet targets and drive efficiency.-Promoted and sold credits and insurance products, built strong client relationships, and managed debt collection while ensuring customer satisfaction and retention.- Conducted field visits and service quality checks to ensure compliance and gather feedback for continuous improvement.Business Improvement: Led sessions to identify operational inefficiencies and implement solutions that fostered innovation and continuous improvement.-Managed day-to-day operations, scheduling, and resource allocation, ensuring smooth team coordination and effective use of office software for administrative tasks.-Served as a primary point of contact for both internal teams and clients, handling phone and email communications professionally. Show less

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  Banca transilvania

  Aug 2023 - Nov 2023

  Sales manager

  Sales Strategy DevelopmentTeam Leadership & CoachingCustomer Relationship Management (CRM)Financial Product Sales (Loans, Mortgages, Insurance)Market Analysis & Trend IdentificationSales Forecasting & ReportingRegulatory ComplianceCross-selling & UpsellingClient Retention StrategiesNegotiation & Closing DealsPerformance Metrics & KPI Management

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  Promidea

  Nov 2023 - now

  Accountant

  • Prepared and maintained financial records, including journal entries, reconciliations, and ledgers.• Assisted in the preparation of financial statements, reports, and budgets.• Processed invoices, payments, and payroll, ensuring accuracy and timeliness.• Supported month-end and year-end close processes, meeting strict deadlines.• Conducted bank reconciliations and resolved discrepancies promptly.• Assisted in tax preparation and compliance with local financial regulations.• Collaborated with senior accountants to streamline accounting procedures and improve efficiency.Utilized accounting software such as Navision to manage and analyze data.• Entered invoices into the accounting system• Processed payments to vendors• Checked and analyzed P&L Show less