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CAMILO ANDRES BALLESTAS PEREIRA

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Antioquia, Colombia

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work
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Résumé


Jobs verified_user 0% verified
  • P
    Wealth Manager
    Protección SA
    Oct 2024 - Mar 2025 (6 months)
    • Managed a portfolio of over +300 high-net-worth clients, achieving a 10% income growth in just 3 months. • Optimized CRM workflows to track and update clients' latest financial advice, achieving a 91% update rate aligned with new market trends, enhancing service accuracy and client trust.
  • C
    Financial advisor and stockbroker
    Corredores Davivienda
    Aug 2023 - Sep 2024 (1 year 2 months)
    • Ensured 90%+ satisfaction among 700+ high-net-worth clients by delivering tailored support, timely follow-ups, and high-touch relationship management. • Increased Assets Under Management by $3M+ by identifying growth opportunities, advising on market-aligned products and updates, and strengthening client trust with a consistent portfolio monitoring.
  • Banco Davivienda
    Financial advisor and customer sales rep.
    Banco Davivienda
    Sep 2017 - Aug 2023 (6 years)
    • Exceeded monthly sales targets by offering tailored banking solutions, driving cross-selling, and strengthening long-term client relationships in a high-volume financial environment. • Advised clients on banking and credit products, optimizing their financial performance while ensuring compliance with internal policies and risk standards.
  • S
    Customer sales representative
    Seguros Bolívar
    Jan 2017 - Sep 2017 (9 months)
    • Delivered exceptional customer service by resolving claims and policy inquiries promptly, ensuring a 90%+ satisfaction rate across all clients.
Education verified_user 0% verified
  • Universidad Católica de Oriente
    Bachelor of Laws (LL.B.)
    Universidad Católica de Oriente