Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Marco Balestra

Marco Balestra

Las Palmas

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills. Proven success in streamlining processes for optimized support and work.

Overview

5
5
years of professional experience

Work History

Quality Analyst

Atos
09.2022 - Current
  • Analyzed quality and performance data to support operational decision-making.
  • Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training.
  • Compiled and distributed weekly feedback to team leaders and managers to improve service time and quality while increasing productivity.
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions.

Sales Manager

Atos
01.2021 - Current
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Resolved customer issues quickly to close deals and boost client satisfaction.
  • Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
  • Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.

Financial Coach

Forexgroup
01.2019 - Current

Guided participants in development of realistic goals and enhanced accountability on financial matters.

Financial Analyst

Forexgroup
01.2019 - Current
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Financial Representative Full Trader

Self empoyer
01.2019 - Current
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.

Education

Bachelor of Technology -

ITIS Galileo Ferraris
Italy
06.2009

Skills

  • Inventory Control Processes
  • Client Confidentiality
  • Client Rapport-Building
  • Mutual Fund Sales
  • Microsoft Office Suite

Languages

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

Timeline

Quality Analyst

Atos
09.2022 - Current

Sales Manager

Atos
01.2021 - Current

Financial Coach

Forexgroup
01.2019 - Current

Financial Analyst

Forexgroup
01.2019 - Current

Financial Representative Full Trader

Self empoyer
01.2019 - Current

Bachelor of Technology -

ITIS Galileo Ferraris
Marco Balestra