Administrative and Support Services
Education
Financial Services
Holding Companies
Government Administration
Transportation, Logistics, Supply Chain and Storage
Retail
Real Estate and Equipment Rental Services
Professional Services
Wholesale
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Alejandro

Bachelor’s Degree in Business Management (SMEs)

About Me

Results-driven Account Manager with a proven track record of scaling portfolios and managing the full sales cycle. I have built and managed an active book of 250+ clients entirely from scratch, securing over €3.5M in business volume. Leveraging organic networking, direct B2B/B2C prospecting, and a consultative sales approach, I excel at client acquisition and maximizing cross-selling and upselling opportunities. Combining a sharp analytical mindset and CRM proficiency with direct, high-impact communication, my goal is to solve complex client needs, build lasting strategic partnerships, and accelerate revenue growth in fast-paced environments.

Jurisdiction

Spain

Experience

Seniority LevelMid-Senior level
Years of Experience0-5 years
Current StatusActive
Team Manager | Financial Consultant & Account ManagerOVB ALLFINANZ ESPAÑA S.A.
2023 - Present

Full-Cycle Client Acquisition: Built and scaled an active portfolio of 250+ clients from the ground up through proactive B2B/B2C prospecting, networking, and educational events. Managed the end-to-end sales cycle, conducting in-depth needs assessments to deliver highly customized business solutions. Pipeline & CRM Management: Closed contracts exceeding €3.5M in projected business volume. Leveraged the internal CRM and Excel for comprehensive portfolio management, tracking meeting performance and KPIs to maximize cross-selling opportunities and drive long-term client retention. Leadership & Team Performance: Onboarded and mentored a team of new consultants. Accelerated their time-to-productivity by delivering comprehensive training in client analysis methodologies, advanced prospecting techniques, lead generation, and consultative sales strategies.

SEO Specialist & Digital Project ManagerJOYERÍA RICO
2021 - 2022

Lead Generation & Digital Strategy: Designed and executed a local SEO and digital strategy that resulted in a 50% increase in inbound leads (direct calls and business interactions). Project Management & Optimization: Managed the full web lifecycle and technical optimization to enhance user experience and conversion rates

Digital Marketing & Events Assistant ROOKIEBOX SL
2019 - 2020

Event Operations & Communication: Supported the strategic coordination and logistics for national-level talent competitions involving 200+ participants.

Education

Masters of Master’s in Search Engine Optimization (SEO)Webpositer Academy
2021 - 2022
Degree of Bachelor’s Degree in Business Management (SMEs) University of Salamanca
2016 - 2020

Certification

Total Certifications7

Financial Advisor Certificate (CAF)

Afi Global Education

2026

Real Estate Credit Contracts Law (LCCI)

Afi Global Education

2026

Level II Insurance Distribution

ICEA

2023

Anti-Money Laundering (AML)

ICEA

2023

Certificate of Proficiency B2

University of Oxford

2021

Credential ID: 8738087

Google Analytics Certification 4

SkillShop

2026

Credential ID: 179719232

Marketing digital y empresas 2.0

UNED

2020

Credential ID: 1D1676A981B37A718391DAF35716B9AC

Skills

Core skills0
Interests0
Languages2

Languages

Spanish
English