Sales Planning, PCE, FIMM, CEILI, IPPC licenses, Competitor Analysis, Portfolio Management, Up-selling, Cross-selling

Sales Management, Customer Service, Cross-Selling, Risk Regulatory Management, Portfolio Relationship Management

sales performance , revenue growth , insurance products, Market Knowledge, Cross Selling, client acquisition, financial analysis, lending products, relationship management, Wealth Management

PCE, Sales, Client Relationship, Investment, FIMM, CEILI, Financial Planning, IPPC

Investments, banking products and services, Loans, relationship management, Wealth Management, financial needs analysis

Wealth Management, Investments, banking products and services, Presentation Skills, financial advice, communication, Loans, relationship management, financial needs analysis