Carlos Velilla
Senior Account Development Specialist @Moody's Analytics
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WORK HISTORY
Senior Account Development Specialist @Moody's Analytics
London, GB
I maintain a high level of product knowledge including key research, product features and benefits and other elements of services.\\\\nAssist with client demonstrations and provide training, and on-site visits to improve workflow adoption and customer satisfaction.\\\\nContact clients to promote and secure their attendance at analyst meetings, roundtables, briefings, teleconferences and other events.\\\\nPromote awareness regarding publications and new research to the client bases.\\\\nGain and maintain familiarity with client organizations and processes to create and execute on Account Plans.\\\\nProvide proactive customer service by working closely across teams to ensure client issues and needs are communicated and resolved effectively.\\\\nProvide forecast and pipeline information to management.\\\\nUncover new opportunities and mitigate risks by coordinating with appropriate internal teams.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n
EDUCATION
Birkbeck, University of London
Master of Science - MSc, Finance, General
Chartered Insurance Institute
CII Level 3 Certificate in Mortgage Advice
The London Institute of Banking & Finance
CertRBCB, Certificate in Retail Banking Conduct of Business, Level 3
Universidad de Medellín
Bachelor of Science - BSc, International Business
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