Milbonita Altrecha

Proactively engage with customers via phone to promote and sell internet and TV cable services, demonstrating deep product knowledge and customer needs assessment skills
Excel in making outbound sales calls, consistently achieving and often surpassing sales targets through effective communication and persuasive selling techniques
Employ strategic upselling and cross-selling tactics to enhance customer experience and drive additional revenue for the company
Build and maintain strong customer relationships, ensuring high satisfaction through personalized service and prompt resolution of any issues or inquiries
Collaborate closely with the team to develop innovative sales strategies, share best practices, and improve overall team performance
Conduct thorough customer needs analysis to provide tailored product recommendations, demonstrating a consultative sales approach
Participate in regular training sessions to stay updated on product offerings and enhance sales skills
Manage and update customer records in the CRM system, ensuring accurate and current data for future sales and marketing initiatives.
Increased sales by effectively identifying customer needs and presenting tailored solutions.
Enhanced customer satisfaction by providing prompt and accurate responses to inquiries.
Adapted communication styles according to individual client preferences while adhering to professional standards, facilitating rapport building.
Answered inbound telephone calls from interested customers to persuasively discuss offerings.
Overcame objections using friendly, persuasive strategies.
Escalated concerns or advanced problem calls to management staff.
Built relationships with customers using strong persuasion and active listening skills.
Organized and detail-oriented with a strong work ethic.
Proved successful working within tight deadlines and a fast-paced environment.
Made an average of 100 outbound and inbound calls per day.

Conducted comprehensive financial planning and investment management for a diverse client base, tailoring strategies to individual needs and financial goals
Excelled in client relationship management, establishing trust through expert advice, regular communication, and personalized service
Performed detailed risk analysis for each client, ensuring investment portfolios aligned with their risk tolerance and long-term objectives
Led educational sessions for clients, providing insights into financial markets, investment strategies, and the impact of economic changes on personal finances
Developed and implemented innovative client retention strategies, resulting in a high client satisfaction rate and significant client base growth
Collaborated with cross-functional teams to integrate financial planning services with broader wealth management solutions, enhancing overall client experience
Actively managed client portfolios, making adjustments in response to market changes and life events, ensuring optimal performance and alignment with goals
Utilized advanced financial planning tools and software to analyze data and generate comprehensive reports, aiding in informed decision-making
Played a role in enhancing and fine-tuning the financial advisory processes and services of the company, ensuring their continued competitiveness and client-centered approach.
Networked extensively to grow the client base, leveraging both personal and professional contacts, as well as participating in industry events and seminars
Maintained up-to-date knowledge of financial regulations and compliance requirements, ensuring all advice and actions were within legal and ethical standards.
Enhanced office efficiency by streamlining filing systems and organizing documents.
Facilitated communication between departments for improved collaboration and project success.

Managed comprehensive administrative tasks for the CEIS and After Stroke programs, ensuring smooth and efficient day-to-day operations
Coordinated schedules, appointments, and meetings for program managers, demonstrating strong organizational and time management skills
Oversaw human resources responsibilities, including payroll processing, staff scheduling, and maintaining employee records, ensuring accuracy and confidentiality
Acted as the first point of contact for program inquiries, providing information and redirecting queries as necessary, showcasing excellent communication and customer service skills
Played a key role in event planning and coordination, including logistics, venue setup, and liaising with vendors, ensuring successful program events and workshops
Maintained and organized program files and databases, ensuring up-to-date and accurate documentation
Assisted in the preparation and distribution of program materials, reports, and presentations, contributing to effective communication and information dissemination
Managed email correspondence and phone calls, efficiently handling inquiries and escalating issues when necessary
Liaised with other departments and external agencies to facilitate program objectives, demonstrating strong collaboration and networking skills
Implemented and maintained office systems and procedures to improve efficiency and support the administrative needs of the programs
Contributed to budget tracking and expense reporting, supporting the financial management of the programs
Provided support in grant writing and fundraising activities, showcasing abilities in persuasive communication and attention to detail.
Skilled at working independently and collaboratively in a team environment.
Self-motivated, with a strong sense of personal responsibility.