Marilia Tatsumi

Relationship Manager @Investors Trust

Miami, TX, US

Marketing• Manage global accounts comprised of financial advisory firms, achieving a high level of customer satisfaction and retention while ensuring client’s knowledge of products, procedures, and online platform • Train and manage Account Executives from Latin America to ensure adoption of company\'s goals, strategies, and procedures, as well overall business success • Assist internal teams and clients to resolve sensitive and ambiguous cases.• Analise and produce reports based on financial data and service performance, to identify quality of business and sales growth.• Work closely with clients to understand their needs when improvements are necessary, ensuring customers understanding and satisfaction.• Assist on planning and execution of corporate event, such as global conventions and business seminar.

Universidade Anhembi Morumbi

BA, Business