Anett Diaz

Experience

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  Banco de Crédito BCP

  Apr 2002 - Jan 2005

  Service Promoter / Sales Advisor platform

  - Face-to-face customer service in financial processes. - Achieving and exceeding my goal in the sale of oncology, life and life return insurance.- Placement of consumer loans, personal loans. - Attraction of products such as fixed term deposits and CTS accounts. - Winner of the Qualitas office contest, "Customer Service Quality" in 2004.

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  Caja Piura

  Feb 2005 - May 2006

  Operations Supervisor

  - Supervision of operational and credit processes. - Evaluation and approval of personal loans, payroll loans, business loans. - Custody and management of the office's valuables. - Follow up on the delinquency levels of the loans granted. - Placement of pledge, consumer and personal loans. - Savings and time deposits. - I was able to exceed my deposits and placements during 2005. - Improved the loan collection process in rural areas.

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  Scotiabank

  Jun 2006 - May 2011

  Supervisor Service Banking

  - Responsible for the organization and supervision of the personnel in charge of the fulfillment of commercial goals and quality standards in customer service. - Responsible for the implementation of projects to promote a good working environment in the office and to improve customer service times. - Handling, negotiation and attention to claims presented by customers. - Conduct performance evaluations of staff, as well as evaluate professional applicants to the Customer Service area. - Replacing and supporting the Head of the Agency during vacation and/or rest periods in the northern provinces of the country.- 100% compliance of support for absence of the Heads of Banking with zero incidences. - Positioning the office as the most profitable one in terms of capturing and placements at the northern level during my period in charge. Show less

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  Entel Perú

  Jan 2012 - Jul 2015

  Customer Loyalty - Business Segment

  - Responsible for developing value propositions and negotiating with corporate customers who express their intention to discontinue the business relationship with Entel, providing solutions and following up on the post-sale. - Promote the contracting of services and sale of products to ensure the long-term relationship with the company. Once the negotiation is closed, execute the client's requirements. - Attention of corporate clients, handling their claims and objections, face-to-face visit to customers. - "Top Advisor" of the area with the best metrics and percentage of target achievement. - Assigned as group leader for the distribution and management of the company's global corporate client base. Show less

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  BANCO GNB PERÚ

  Jul 2015 - May 2017

  Head of Banking and Services

  - Leading personnel in charge of achieving the commercial goal. Placement of personal and mortgage loans and capture customer surpluses in term deposits. - Formulate and execute new strategies for the profitable management of the office based on a budget.- Oversee and support the operations of the team to ensure an excellent customer experience. Ensure that customer requirements and complaints are addressed in a timely manner, negotiating and defining alternative solutions.

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  Derco

  Nov 2017 - May 2023

  Sales Executive

  - Management and development of new markets in different automotive brands and follow-up of customer sales focused on customer satisfaction. - Generate and manage a new customer portfolio and keeping them informed about new products and services, increasing sales volume by cross-selling products. - Ensure the quality of customer service throughout the buying process. - Lead the sales team, efficiently manage the office in charge and ensure compliance with the KPI's and prepare management reports.- Ensure the quality of customer service throughout the purchasing process. Show less

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  Prosegur

  Oct 2022 - Mar 2024

  B2B Corporate Accounts Executive

  - Search for new business opportunities, new clients, prospecting, follow-up and cross selling of products and services. - Responsible for the maintenance and growth of the client portfolio, ensuring the optimal fulfillment of operational commitments.- Requirement analysis and making up commercial proposals with integral developments in securities management services. - Follow-up in the implementation of solution projects and customer loyalty ensuring a memorable service experience.

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  City Lending Inc

  Feb 2024 - now

  B2B Business Developer

  • Identify and connect with the top management of Corporate Houses and real estate agents to serve their client portfolio and provide mortgage credits.• Customer relationship management: Establish and maintain lasting relationships with corporate clients for future mortgage credit support plans and expand their reach.• I build and manage a database of new real estate businesses in the United States, especially in Virginia, Maryland and DC and create effective meeting agendas to capture customer information, needs and concerns Show less