Summary
Overview
Work History
Education
Skills
Software
Certification
Interests
Timeline
Generic

Kostas Lazakis

Account Manager
Pandoras 19, Chalandri, Athens

Summary

Confident, efficient, results-orientated Sales Manager with a 20 years' experience in Total Wealth Management and Banking Sector. Diverse and broad experience in banking, investment and relationship management, coaching and motivating people to create opportunities and achieve goals. Skilled at negotiating, developing and executing sales initiatives that drive customer growth and deliver on operational objectives. Highly effective team leader with proven ability to develop relationships with clients built on a high level of trust, ethics, and confidence. Analyzing and setting budgets, determining ways to streamline and improve the sales process. Great analytical, leadership and communication skills, combining customer service experience and organization perspectives.

Team Leader experienced in directing the activities of workgroups. Adept at developing strategies, providing training, setting goals, and obtaining team feedback. Excellent interpersonal and communication skills.

Agile and willing to change and evolve in different fields of action. Adaptable and receptive to challenges.

Overview

21
21
years of professional experience
2
2
Certifications
3
3
Languages

Work History

Account Manager

Teka Systems, Viohalko Group Of Companies
07.2022 - Current

Portfolio of 20 clients from Large Corporate and Heavy Industry, across country and worldwide

· Understanding clients’ needs and managing multiple tasks and projects between client and company

· Making sure that client and customer needs are being met and understood by each department in the company

· Handling any client complaints, working to find solutions to any client issues and managing other departments to foster a positive client-company relationship.

· Collecting and analyzing data concerning consumer behavior to understand changing needs

· Building strong client relationships to maintain old business and acquire new customers

· Accounting, billing, and service delivery to maintain and enhance client satisfaction.

Personal Banking & Upper Mass Area Manager

Pirseus Bank, SA, Athens, Attica- Dodecanese
05.2021 - 06.2022

· Expansion of proven commercial accountability & efficiency across both teams of Personal Banking (41Rms) and Upper Mass (80 Upper Mass Officers)

· Providing sales experience and commercial result all along the sales process (financial planning, monitoring, clients’ meetings, after sales)

Personal Banking Area Manager

Pirseus Bank, SA, Athens, Attica
05.2014 - 04.2021

· Achieved regional sales objectives by coordinating sales team, developing successful strategies and servicing accounts to strengthen business relationships· Identified new product opportunities and target customers

· Maintained long-term customer relationships to consistently increase sales

· Achieved regional sales goal by completing audits, resolving problems, training staff members and completing action plans

· Coached over 70 sales associates in product specifications, sales incentives and selling techniques, increasing customer satisfaction ratings

· Achieved consistent growth across 8 years with company, frequently overcoming challenging marketing conditions to bring in dramatic results

· Provided management and support to sales team of 41, driving productivity and positive work environment

· Collaborated with senior management and business line management to identify and prioritize new concepts for development and launch

Personal Banking R.M. & Sales Coordinator

CPB Bank (ex Marfin Egnatia Bank), Athens , Attica
09.2007 - 04.2014

· Used effective sales strategies to persuade clients to accept proposals, resulting in increase of more than 50% in new business per year

· Managed portfolio of >150 high net worth (HNW) clients with €80m in total assets

· Planned portfolio solutions after carefully analyzing clients' financial health and future requirements

· Supported branch manager using communication and interpersonal skills, resulting in over 60% increase in new business

· Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals

· Built and maintained relationships with new and

existing clients while providing high level of expertise

Personal Relationship Manager

HSBC Bank Plc, Athens, Attica
05.2004 - 08.2007
  • Relationship Manager in a wide range of retail products (Investments, deposits, mortgage loans)
  • Head Teller- Teller

Teacher

Dynamiko Tutorial School, Athens , Attica
09.2002 - 06.2004

· Teaching the Principals of Economic Theory & Bus.Administration

· Preparing students for their admission to higher education institutions

Teller & Customer Service Representative

EFG Eurobank Ergasias SA, Athens , Attica
02.2003 - 05.2004

· Completed highly accurate, high-volume money counts via both manual and machine-driven approaches

· Promoted products or services to each customer to

consistently achieve sales targets

Education

Master of Science - Msc In Banking & Finance (Executive Program)

University of Piraeus
Piraeus
04.2001 -

Bachelor of Science - Economic Science

Athens University of Economics & Business
Athens, Greece
04.2001 -

Skills

Project Management

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Software

MS Office

SAP

Certification

Certified Insurance Advisor – Bank of Greece A, D level

Interests

Long Run

Yoga

Literature

Theater

Travelling

Cinema

Timeline

Account Manager

Teka Systems, Viohalko Group Of Companies
07.2022 - Current

Personal Banking & Upper Mass Area Manager

Pirseus Bank, SA, Athens, Attica- Dodecanese
05.2021 - 06.2022

Personal Banking Area Manager

Pirseus Bank, SA, Athens, Attica
05.2014 - 04.2021

Certified Insurance Advisor – Bank of Greece A, D level

02-2013

Certified Investment Advisor – Bank of Greece A, A1, B, B1 level

11-2008

Personal Banking R.M. & Sales Coordinator

CPB Bank (ex Marfin Egnatia Bank), Athens , Attica
09.2007 - 04.2014

Personal Relationship Manager

HSBC Bank Plc, Athens, Attica
05.2004 - 08.2007

Teller & Customer Service Representative

EFG Eurobank Ergasias SA, Athens , Attica
02.2003 - 05.2004

Teacher

Dynamiko Tutorial School, Athens , Attica
09.2002 - 06.2004

Master of Science - Msc In Banking & Finance (Executive Program)

University of Piraeus
04.2001 -

Bachelor of Science - Economic Science

Athens University of Economics & Business
04.2001 -
Kostas LazakisAccount Manager