EXPERIENCE
Orwell Hedgefund, – London, UK
January 2015 to present
Operations Associates for an investment banking company
Customer service management on a new bank product, ipagoo, through email, phone calls, LiveChat
Operations in On-boarding, Compliance in Payment Services, World Check following AML and KYC procedures, editing Database.
Customer Due Diligence (CDD), ensuring compliance with all AML laws, regulations, guidelines, written procedures; KYC, customer/transaction monitoring.
Performed the required KYC screenings on customers documenting the information obtained on the client’s as required by global KYC procedures.
Training customer service team for Spain, France, Italy and UK, ipagoo’s manual translation.
Organising and managing Power Point workshops and research on italian and english banking market
Client money reconciliations and producing statement
Prepare weekly reports and arrange weekly meeting
Managing back office and platform
Project Management through Agile project management using Jira and YouTrack
Operations in onboarding, Compliance in payment services through Excel and internal software platform IPPS
Aon Insurance – Praesidium Spa – Milan, IT,
April 2013 – December 2014
Senior Sales Consultant/ Marketing, for an international insurance company
Performing activities related to the corporate management’s need identification and find the best solutions for their company’s welfare, weekly agenda management, organisation of work by targets
Managing Power Point Presentations and Excel files for corporate meetings
Corporate presentations and products to company’s management like CEO and Directors
Market research
SWOT Analysis
Developing new business
Managing CRM to report every notice of sale, update data, new contacts
Sales analysis
Telemarketing B2B on different kind of companies to understand their needs and arrange appointments
Training broker sales
Generali Group Insurance, Ina Assitalia Spa, – Milan, IT,
January 2012 – April 2013
Senior Sales Consultant/ Marketing for a national insurance company
Managing a portfolio of clients, carrying out tasks of customer care, organising work in teams
Developing new business
Market research
Sales analysis
Corporate presentations and products
Managing a team of 4 people to improve sales
Telemarketing targeted to B2C customers like a variety of professionals, including accountants and lawyers, to arrange appointments to sell them supplementary pensions
Training sales courses
Altavia Italia Srl, – Milan, IT
January 2011 – January 2012
Account Executive/ Event Coordinator for an advertising european agency
Managing projects for clients such as Kraft Foods, General Electric, Dimar, Trony, Leroy Merlin
Managing and organising relationships between client and agency
Digital Marketing for several clients on the social networks, Adwords, Sem&Seo Research, PPC
Power Point briefing and final presentations
Working on Excel to report business opportunities and communications capabilities
Researching markets to identify opportunities for events;
Liaising with clients to ascertain their precise event requirements;
Producing detailed proposals for events (e.g. timelines, venues, suppliers, legal obligations, staffing and budgets);
Agreeing to, and managing a budget;
Securing and booking a suitable venue or location;
Ensuring insurance, legal, health and safety obligations are adhered to;
Coordinating venue management, caterers, stand designers, contractors and equipment hire;
Organising facilities for car parking, traffic control, security, first aid, hospitality and the media;
Identifying and securing speakers or special guests;
Coordinating staffing requirements and staff briefings;
Selling sponsorship/stand/exhibition space to potential exhibitors/partners;
Preparing delegate packs and papers with Indesign or Photoshop
EDUCATION
Qualification 2016 for Compliance Test in Financial Services
Qualification as insurance intermediarie
Isvap Certificate 2012
Master’s Degree in Marketing and Corporate Communications
Fondazione Accademia di Comunicazione in Milan 2011
Bachelor’s Degree in Advertising and Communication
University of Palermo 2006 / 2009
COMPUTER SKILLS
Competent in MS Office (Outlook, Word, Excel, Access and PowerPoint), Adobe Photoshop,
Final CutPro, Sem&Seo Research, Google Adwords, Social Networks Advertising.
SKILLS GAINED
Problem solving, business management, professional telephone manner, customer satisfaction, analytical skills and critical thinking, strong research capabilities, world check system, working to targets, clients onboarding, strongattention on details, work well in a team, ability to learn quickly.
