Helo Mariano

Results-driven professional with over 5 years of experience in customer relations, sales support, and international trade operations. Strong background in client conversion and retention, as well as post-sales support in the financial sector. Previous experience in export, logistics, and administrative operations. Recognized for clear communication, attention to detail, and the ability to manage multiple tasks in multicultural and dynamic environments.

Investment Sales Executive at MYPERSONNEL LIMITED (Present)

• Conversion of leads into active clients with deposit (FTD).
• Management of the full onboarding process, including KYC verification and account activation.
• Multilingual support (Portuguese/English) throughout the conversion cycle.
• Use of CRM tools (Salesforce, HubSpot) to track leads and performance.
• Consistently surpassing FTD and customer satisfaction targets.

Account Manager – Forex Market at GCC7 Services Ltd. (2025-10 – Present)

• Management of active client portfolios after conversion, focusing on retention and new deposits.
• Personalized support and financial guidance to increase engagement and trading volume.
• Identification of cross-sell and upsell opportunities to maximize account potential.
• Assistance with platform navigation and trading procedures.
• Collaboration with compliance and risk teams to ensure KYC/AML standards.
• Monitoring retention indicators, trading volume, and customer lifetime value (LTV).

Investment Sales Executive at GCC7 Services Ltd. (2024-02 – 2025-08)

• Conversion of leads into active clients with deposit (FTD).
• Full onboarding management, including KYC verification and account activation.
• Multilingual support (Portuguese/English) throughout the conversion process.
• CRM tools usage (Salesforce, HubSpot) for lead tracking and performance analysis.
• Consistent achievement of FTD goals and customer satisfaction indicators.

Export Analyst at Usina Santa Terezinha (2023-06 – 2024-02)

• Responsible for export back-office operations and international sales documentation.
• Issuance and review of invoices, packing lists, certificates, and shipping documents.
• Coordination of international logistics with freight forwarders and carriers.
• Communication with global clients regarding payments, documentation, and deadlines.
• Assistance to the finance team in payment control and foreign exchange processes.

Export Analyst at GTFoods Group (2021-05 – 2022-03)

• Full management of export operations and international sales back-office.
• Use of Totvs ERP software for order control, invoicing, shipments, and documentation.
• Issuance of commercial and sanitary certificates according to destination requirements.
• Coordination of international logistics and customs compliance.
• Interface between sales, production, logistics, and transportation departments.

Administrative Assistant at Municipality of Maringá (2015 – 2020)

• Administrative support and customer service.
• Organization of internal documents, spreadsheets, and reports.
• Support for department communication and operational efficiency.