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Ignacio Lamela

Ignacio Lamela

FINANCIAL ADVISOR

Talento
C/ OSA MENOR 3, MAIRENA DEL ALJARAFE, SEVILLAMiembro desde 15 de julio de 2026
Client ManagementCRM ToolsProperty ManagementTeamworkProspecting
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Client ManagementCRM ToolsProperty ManagementTeamworkProspecting

Sobre mí

Passionate about travel and continuous learning, with skills to adapt to new environments and face challenges with creativity and dynamism. I have an open mindset, teamwork capacity, and a great willingness to acquire new experiences. I seek to contribute my skills and enthusiasm in a professional environment where I can grow and contribute positively.

Experiencia

FINANCIAL ADVISOR - OCCIDENT- GCO

(2025-06)

  • Comprehensive advice on savings and investment, adapting solutions to the financial needs of each client.
  • Management and loyalty building of a client portfolio, reaching monthly objectives and exceeding established sales ratios.
  • Active prospecting through calls, meetings, and networking, successfully increasing the client base.
  • Preparation of personalized proposals for families and companies, guaranteeing asset protection and long-term financial planning.
  • Continuous training in financial and regulatory products, ensuring updated and high-quality advice.

SALES DEPARTMENT - WE ARE GOING FAAR

(2023-01 - 2024-12)

  • Management and acquisition of clients, offering solutions adapted to their needs.
  • Follow-up and closing of sales, ensuring client satisfaction.
  • Preparation of commercial proposals and negotiation of terms.
  • Market and trend analysis to improve the commercial offering.
  • Handling CRM tools for client management and follow-up.

PROPERTY MANAGEMENT - API

(2024-01 - 2025-12)

  • Comprehensive management of homeowner communities, including accounting, maintenance, and incident resolution.
  • Coordination of providers and budget control to guarantee efficient administration.
  • Assistance and advice to owners on legal, financial, and operational matters.
  • Preparation of financial reports and supervision of payments, collections, and economic balances.
  • Organization of owners' meetings, drafting of minutes, and execution of agreements.

Educación

BACHELOR'S DEGREE IN LAW - Law - UNIVERSITY OF SEVILLE (2018-01 - 2022-12)

MASTER IN STOCK MARKET OPERATIONS - Stock Market Operations - BLACKBIRD BANK (2024-01 - 2025-12)

DIGITAL MARKETING TRAINING - Digital Marketing - UNIVERSITY OF CHICAGO (ONLINE) (2023-01 - 2023-12)

ERASMUS - UNIVERSITY OF BOLOGNA (2021-01 - 2022-12)

Habilidades

FINANCIAL ADVISOR

Valoraciones

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