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Philippe D. from Chile

Philippe D.

Chile Less than 1 year
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About

Philippe D. is a seasoned Ingeniero Comercial with extensive experience in the financial sector. Currently serving as an Executive at Banco Estado, Philippe consistently achieves high satisfaction scores of over 90% in customer service surveys. He demonstrates proficiency in managing and resolving customer issues, handling 80–120 clients daily while maintaining high service quality. Philippe is skilled in evaluating, approving, and contracting financial products and excels in client portfolio management. His ability to handle 20–30 daily customer interactions through multiple channels highlights his strong communication skills. Philippe's experience includes roles as a Financial Consultant at AFP CUPRUM and short-term executive positions at Banco de Chile and BCI, where he executed cold sales strategies and coordinated client presentations. He holds an advanced certification in Excel, a Previsional Advisor accreditation, and various financial education credentials. Philippe's education in commercial engineering from Universidad Autónoma underscores his strong analytical and problem-solving capabilities.

Experience

  • SAC Executive

    Banco Estado · 2025 — Present
    Managed customer inquiries and problem resolution while achieving satisfaction levels above 90% in internal service surveys. Assisted an average of 80-120 clients daily while maintaining high service quality. Evaluated, approved, and contracted financial products, assisting 20-30 clients daily through in-person and phone channels. Conducted weekly calls for customer loyalty, commercial follow-up, and financial product placement. Oversaw client portfolio management, product approvals, and promotional efforts tailored to specific profiles or segments. Engaged in cold calling with over 40 weekly contacts and coordinated client visits to present services and gather requirements.
  • Pool Executive

    BCI · 2025 — 2025
    Responsible for financial consultancy and service delivery in a temporary capacity.
  • Bank Executive

    Banco de Chile · 2024 — 2024
    Executed responsibilities in a temporary role, providing banking services and client support.
  • Financial Consultant

    AFP CUPRUM · 2023 — 2023
    Provided personalized financial advice in personal finance and implemented financial plans focused on debt management, budgeting, and investment. Facilitated academic support for 10-15 students per semester in key subjects such as finance, accounting, and economics.

Skills & Expertise

Education

  • Commercial Engineering
    Universidad Autónoma Sede Temuco · 2018 — 2022
  • High School
    Colegio Patagonia College

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