juric mario

bankar specijalist

About

Relationship manager for business and retail at OTP Group-Splitska banka d.d

Country

germany

City

frankfurt

Industry

banking

Skill

tourism management, retail banking, hospitality, financial analysis, customer service, teamwork, event management, credit risk, credit cards, loans, risk operations, sales, sales operations

Experience

relationship manager for business and retail

splitska banka

2015-12 - Present · 10 yrs 10 mos

bankar specijalist

otp banka hrvatska d.d.

personal banker

société générale

2015-5 - 2015-12 · 8 mos

* Financial & Investment consultancy for top affluent clients of one of the biggest Banks in Croatia * Effectively and efficiently leading assigned portfolio of clients * Providing discretionary Asset Management services * Analyzed financial statements and other relevant information about the clients in order to identify potential risks when approving the loans and selling other financial products and services * Buying shares in funds on behalf of the clients, investing in other financial products and services * Drafting reports of the assigned portfolio * Build and maintain effective relationships with clients while providing an excellent customer experience, leverage quality referrals and generate cross-selling opportunities

consulter for retail

société générale

2008-6 - 2015-5 · 7 yrs

* Delivering quality sales and referrals of financial products by delivering an excellent customer experience that ensures customer’s personal financial needs have been fully satisfied * Analysing the client´s financial statements and assets * Helping customers with loan applications * Setting up and maintaining customers’ accounts * Assist customers with routine account-related requests * Providing support for the bank in facilitating the training of newly hired cashiers