Bogdan Perisoara

General Manager & Founder @ PER Consulting

About

As a passionate Financial Services Expert and Entrepreneur with a career spanning over 15 years, I thrive on building success stories. My core mission is to accelerate revenue growth, develop and lead high-achieving sales teams, and provide insightful financial consulting that makes a real difference. My experience in the banking, insurance, and investment sectors has given me a deep understanding of the market and a proven ability to craft strategies that turn ambitious goals into reality. I am fluent in English, French, and Romanian, which allows me to connect with a diverse range of clients and partners. I am currently exploring new opportunities to apply my skills in dynamic environments. Whether you are looking for a hands-on consultant for a local project here in Romania or a remote leader to drive your global sales initiatives, I am equipped and ready to deliver results. Feel free to reach out to discuss how we can work together.

Country

Romania

City

Bucharest

Industry

Financial Services

Skill

Business-to-Business (B2B), Investment Advisory, Direct Sales, People Management, Strategic Planning, P&L Management, Customer Acquisition, High-Net-Worth Individuals (HNWI), Business Strategy, Sales, Organizational Development, Negotiation, Public Speaking, Recruiting, Business Development, Human Resources, Sociology, Change Management, Social Media, Accounting

Experience

General Manager & Founder

PER Consulting

2025-2 - Present · 1 yr 8 mos

Bucharest, Romania

● Defined and executed the company's strategic vision, business development plans, and operational frameworks, positioning PER Consulting as a trusted partner in the financial services market. ● Personally manage a portfolio of key clients, conducting comprehensive needs analyses to structure and deliver customized financial solutions across mortgage and consumer loans, life and general insurance, and diversified investment portfolios. ● Cultivated and managed strategic partnerships with major banks, insurance companies, and investment firms to ensure clients have access to a competitive and comprehensive range of financial products. ● Oversee all operational aspects of the business, including P&L management, regulatory compliance, marketing initiatives, and customer service excellence.

Unit Manager

2020-11 - 2025-2 · 4 yrs 4 mos

Bucharest, Romania

• Spearheaded a 10-consultant financial advisory unit, driving performance to exceed annual sales targets for life, health, and pension products. • Engineered and implemented the unit's annual sales strategy, monitoring KPIs and delivering targeted coaching. • Managed the end-to-end recruitment and onboarding cycle for new consultants, developing and delivering rigorous training programs on product knowledge and consultative selling techniques.

Relationship Manager Premium

Raiffeisen Bank Romania

2019-12 - 2020-10 · 11 mos

Bucharest, Romania

• Managed and grew a dedicated portfolio of high-net-worth (HNW) clients, consistently exceeding client retention and portfolio growth. • Proactively identified client needs to cross-sell a suite of premium products, including investment funds and credit facilities. • Delivered personalized financial planning and investment consultancy, aligning banking solutions with clients' long-term financial goals and risk tolerance.

Financial Advisor

Allianz-Tiriac Asigurari

2018-11 - 2019-11 · 1 yr 1 mo

Bucharest, Romania

• Conducted in-depth financial needs analyses for individual and corporate clients, structuring customized insurance solutions that closed critical protection gaps. • Managed the full sales cycle from prospecting to policy issuance and after-sales service, building a robust client portfolio from the ground up.

Account Manager

IBS Accounting & Consulting

2018-3 - 2018-10 · 8 mos

Bucharest, Romania

Engineered a 30% expansion of the SME client base within six months by forging strategic partnerships and launching a targeted B2B outreach campaign for accounting and fiscal consulting services.