Konstantinos Loupas
Summary
A highly motivated and visionary Professional with strong organizational, communicational and Banking skills. An enthusiastic and hard-working individual able to build rapport quickly with both internal and external stakeholders with a proven history of delivering complex tasks, in challenging environments. Experienced in developing and maintaining successfully the full investment product development lifecycle with an efficiency-driven approach. Confident in both leading or being part of a team, looking for the next Professional challenge to pursue.
Overview
17
17
years of professional experience
3
3
years of post-secondary education
Work History
Investment Product Development Specialist
Alpha Bank
Athens
08.2023 - Current
- Work in conjunction with Financial Analysts and bank's advisory desk to identify investment objectives and translate to investment initiatives in structured notes space.
- Seek out business cases for investment products in cooperation with bank's division members.
- Conduct regular market research to understand clients' needs and identify potential opportunities.
- Identify opportunities for new investment products and improvements to existing products to increase sales.
- Review product formulations for quality, cost-effectiveness and compliance with overall investment strategy.
- Train involved stakeholders on investment product information and specifications.
- Maintain internal product knowledge database.
- Create product roadmaps to help guide product development processes and align with overall business goals.
Investment Portfolios' Division Officer
Alpha Bank S.A
06.2020 - 07.2023
- Participate in bank's Investment Product Governance Policy.
- Implement, update and monitor the Mifid II framework in bank's systems.
- Coordinate issuance process of new structured products (Structured Notes & Structured deposits).
- Prepare reports and presentations for compliance, sales management, and training purposes.
- Monitor investment products' competition, locally and internationally.
- Service other bank's divisions for investment product governance issues, focusing on structured products.
Custody Officer
Alpha Bank S.A
07.2019 - 05.2020
- Deliver accurate and prompt custody services to external and internal stakeholders.
- Being in charge of a special project regarding the melioration of Spanish, Portuguese and Italian bonds' tax treatment.
- Communicate with sub-custodians (Euroclear Bank / Lucid) ensuring accurate and timely execution and implementation of all corporate actions and payments.
- Bank accounts operations, reconciliations and cash flow monitoring.
- Preparation of monthly, quarterly and monthly reports.
- Implementation of all necessary actions for best tax treatment of US bonds' / structured notes' payments and corporate actions.
- Controlling custody expenses through monitoring and updating terms of custodian partnerships.
Private - Personal Banking Customer care Consultant
Alpha Bank S.A
09.2016 - 06.2019
- Investigate and achieve tailor maid solutions for resolution of clients' complaints and special requests (2nd level handling), focusing on affluent and private banking clients.
- Coordinate all involved Divisions of the bank and achieve best handling time for most clients' complaints and requests (almost 100% in target for affluent customers).
- Improvement of affluent clients' satisfaction (NPS measurement), through continuous enhancement of their total Banking Relationship experience.
- Sustainable time minimization (from 45 to 10 days) regarding complaints' and requests' resolution, submitted via "Greek Ombudsman" and Supervisory Authorities (i.e Bank of Greece).
- Team leader of a group 2 people for a period of 3 months time, in the context of a special project regarding the improvement of clients' complaints and special requests handling quality and time.
- Plan and successfully implement various projects focusing on customer experience enhancement (Customer journeys etc.).
- Constructive and specialized operational support regarding all the recent NPL sold portfolios projects of the Bank.
Private - Personal Banking Customer Service Assistant
Alpha Bank S.A
01.2014 - 08.2016
- Effective administrative support to the Investment Relationship Management sales team's daily activities with clients.
- Achieving maximum sales results on bancassurance products and retail banking products.
- Delivering best customer service experience focusing on affluent and private banking clientele.
- Handling and responding to clients' requests and queries.
- Overseeing of the legal documentation update procedure and KYC for business clients.
- Successful handling of special requests regarding capital controls.
- During the transition period from citibank to alpha bank I was the first employee in the branch that worked on dual systems (both citi bank and alpha bank for 3 months) achieving best customer service support for affluent clients.
Citi Gold - Select Assistant
Citibank Iplc
01.2013 - 09.2014
- Greece
- Sales support to citigold Relationship Managers (RMs), delivering the highest quality of service in relation to all client investment needs (mystery shop above 90%).
- Achieving maximum sales results on bancassurance products and retail banking products up to 200% above target.
- Seeking out opportunities for revenue generation through cross selling and referrals to citigold RMs.
- Completion and reconciliation of Clients' KYC Reports.
- Daily cash management, problem resolutions relating to cash management, research and order processing for clients.
- Handling and responding to clients' requests promptly upon resolution.
Branch Customer Representative (Generalist)
Citibank Iplc Greece
01.2011 - 12.2012
- Achieve consistent sales results on bancassurance and retail banking products above 110% of sales target.
- Seek out opportunities for revenue generation through cross selling and product upselling, based on clients' needs and goals.
- Handle and resolve effectively full range of clients' requests regarding their banking relationship and deliver the best customer service experience.
- Handling numerous branch's day-to-day operations and tasks, according to bank's policies and procedures.
Bank Teller
Citibank Iplc
01.2007 - 12.2010
- Execute quick and accurate financial transactions with clients, according to bank's policies & procedures.
- Continuous contribution to branch's sales target through referrals.
- Overachievement of sales referrals target above 140%.
- Developing synergies with the rest members of branch sales team, seeking out opportunities for revenue maximization.
Education
Level I passed -
CFA Institute
Athens, I 06.2019 - 06.2019
Master of Science - Banking
Hellenic Open University
Patras 08.2016 - 07.2019
Certificate in "Strategic Customer Service Leaders -
ALBA Graduate Business School:
Athens 11.2018 - 11.2018
Certificate in "Leading Customer Service Excellence" -
ALBA Graduate Business School
Athens 06.2018 - 06.2018
Certificate of Professional Competence levels A, A2, B & B1 -
Bank of Greece
Athens 06.2011 - 06.2011
Bachelor of Science - International And European Studies
University of Piraeus
Piraeus, A1 09.2000 - 2005.05
Diploma - IT Skills
MS Office Cambridge International
10.2007 - 10.2007
Skills
Banking
Timeline
Investment Product Development Specialist
Alpha Bank
08.2023 - Current
Investment Portfolios' Division Officer
Alpha Bank S.A
06.2020 - 07.2023
Custody Officer
Alpha Bank S.A
07.2019 - 05.2020
Level I passed -
CFA Institute
06.2019 - 06.2019
Certificate in "Strategic Customer Service Leaders -
ALBA Graduate Business School:
11.2018 - 11.2018
Certificate in "Leading Customer Service Excellence" -
ALBA Graduate Business School
06.2018 - 06.2018
Private - Personal Banking Customer care Consultant
Alpha Bank S.A
09.2016 - 06.2019
Master of Science - Banking
Hellenic Open University
08.2016 - 07.2019
Private - Personal Banking Customer Service Assistant
Alpha Bank S.A
01.2014 - 08.2016
Citi Gold - Select Assistant
Citibank Iplc
01.2013 - 09.2014
Certificate of Professional Competence levels A, A2, B & B1 -
Bank of Greece
06.2011 - 06.2011
Branch Customer Representative (Generalist)
Citibank Iplc Greece
01.2011 - 12.2012
Diploma - IT Skills
MS Office Cambridge International
10.2007 - 10.2007
Bank Teller
Citibank Iplc
01.2007 - 12.2010
Bachelor of Science - International And European Studies
University of Piraeus
09.2000 - 2005.05
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