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Work Background
brAIn DM ConsultingProject Portfolio Manager | Director of Transformation
May. 2024GreeceBoutique consultancy firm providing end-to-end project management, agile transformation, and operational excellence solutions to clients in the IT, software development, and natural cosmetics sectors across Greece.
✯ Serve as a strategic partner to clients, providing expert advice and guidance on project prioritization, resource allocation, and risk management to ensure alignment with business goals and maximize ROI.
✯ Develop and maintain a comprehensive project portfolio roadmap, integrating projects from concept to completion, ensuring strategic alignment with client's business objectives and value creation goals.
✯ Monitor project progress against key performance indicators, adjusting strategies to address risks, capitalize on opportunities, and deliver projects on time, within scope, and budget to drive successful outcomes.
✯ Implement value stream management initiatives to optimize flow, eliminate waste, maximize value delivery, and improve time-to-market across client's project portfolio and product development lifecycles.
✯ Collaborate with cross-functional teams to identify synergies, drive efficiencies, ensure seamless project execution, and foster a culture of innovation, agility, and customer-centricity.
✯ Establish and maintain strong relationships with client executives, serving as a trusted advisor and thought leader in the areas of digital transformation, operational excellence, and project portfolio management.
✯ Develop and deliver training programs on agile methodologies, lean principles, and project management best practices to build client capabilities and foster a culture of continuous learning and improvement.
Kararbo Limited PartnershipPortfolio Manager
May. 2024Athens, Attiki, Greece✯ Develop and implement a comprehensive go-to-market strategy securing strategic partnerships with large retailers, expanding into international markets, and achieving 150% revenue growth within the first year.
✯ Optimized processes and renewed ISO certification, enhancing operational efficiency by 25% and improving customer satisfaction by 20% while ensuring compliance with standards.
EurobankHead of V-Banking Retail Business Banking TEAM V
Apr. 2021 - Apr. 2024Thessaloniki, Central Macedonia, Greece✯ Developed and executed strategies that exceeded financial and operational targets by enhancing customer engagement and satisfaction across a portfolio of SMEs, contributing to an annual growth in portfolio revenue.
✯ Designed and implemented a comprehensive customer care strategy that significantly improved service delivery and client satisfaction metrics through the seamless integration of digital and physical channels.
✯ Orchestrated strategic and operational improvements using Lean/Six Sigma methodologies, led Lean / Six Sigma workshops, gained C-Level buy-in, and tracked performance enhancements.
✯ Accountable for and led work streams, project plans, project milestones, KPIs, agile governance, identification of dependencies, interdependencies, risks, issues and validation of assumptions.
✯ Managed cross-functional teams, developing and implementing project plans, and identifying and mitigating project risks to ensure successful project delivery.
✯ Leveraged data analytics and customer feedback to identify opportunities and optimize processes, increasing vBanking platform engagement and client value as measured by v-call and RAROC metrics.
✯ Collaborated extensively with Regional Heads, Bank Branch Managers, and senior business banking managers to align strategies, share best practices, and drive consistent performance across all areas.
✯ Acted as the voice of the customer, responsible for presenting recommendations to the technical teams and then justifying decisions made to the senior management, executive team, and partners.
✯ Managed over 100 HNW customers through the platform, developing key client relationships, assessing complex needs, and proposing customized solutions that enhanced client satisfaction and loyalty.
✯ Managed cross-functional teams, developing and implementing project plans, and identifying and mitigating project risks to ensure successful project delivery.
EurobankV-BANKING Retail Business Relationship Manager
Apr. 2019 - Apr. 2021Thessaloniki, Central Macedonia, Greece✯ Championed a strategic transformation initiative, aligning processes with emerging industry trends to drive market agility and competitive advantage, resulting in an increase in digital adoption among SME clients.
✯ Led a cross-functional team in designing and implementing an analytics dashboard, providing real-time insights into key performance metrics and operational efficiencies, enabling data-driven decision-making.
✯ Developed and implemented a comprehensive on-the-job staff training program, enforcing compliance with Quality Management System (QMS) standards, elevating operational efficiency and regulatory adherence.
✯ Collaborated with product specialists and marketing teams to develop and implement tailored cross-selling strategies, leveraging customer data and feedback to drive product adoption and enhance client loyalty.
EurobankRetail Business Banking Relationship Manager
Jan. 2017 - Mar. 2019✯ Assisted businesses in achieving funding by structuring and finalising secured and unsecured loans, leveraging in-depth knowledge of credit products and risk assessment methodologies
✯ Performed a wide range of banking, business administration, and financial tasks to guarantee excellent client service, consistently exceeding customer satisfaction targets
✯ Leveraged strong relationships built in previous roles to create new business banking leads, quickly establishing a reputation as a top performer despite being new to the role.
✯ Utilized the bank's omnichannel system to document client interactions and results, ensuring transparency, collaboration, and seamless service delivery across the organisation
EurobankPersonal Banking Manager
Jan. 2007 - Dec. 2016✯ Consulted clients on investment decisions, helping them meet their financial goals and make informed decisions about their financial future based on a deep understanding of their unique needs and risk profiles.
✯ Achieved goals for the sale of bank products and services, consistently exceeding performance metrics for customer service and client satisfaction.
✯ Researched economic trends and investment opportunities to stay abreast of financial markets, providing clients with timely and relevant advice to optimise their investment strategies.
✯ Developed and maintained strong relationships with clients, leveraging excellent communication and interpersonal skills to maximize satisfaction, drive loyalty, and increase wallet share.
✯ Served as a go-to resource for both bank branches and centralized departments, providing expert guidance and support on complex client cases and operational issues.
✯ Created and implemented innovative tools and templates to streamline day-to-day operations, including a wealth management proposal dashboard that automated client proposals based on real-time interest rates and investment amounts.
✯ Collaborated with product managers and marketing teams to develop and launch new investment products and services, contributing to a 25% increase in assets under management and a 15% growth in fee income.
✯ Mentored junior team members on client relationship management, investment advisory, and sales techniques, contributing to a 30% improvement in team productivity and a 20% increase in satisfaction.
✯ Created templates to organize day to day operations that were later adopted and implemented throughout Eurobank, e.g. an automated wealth management proposal dashboard for Relationship Managers.
EurobankCustomer Service banking Representative
Jul. 2004 - Dec. 2006✯ Greeted customers warmly and professionally, quickly assessing their needs and directing them to the appropriate resources or banking specialists.
✯ Handled a wide range of customer transactions, including deposits, withdrawals, transfers, and bill payments, ensuring accuracy, efficiency, and compliance with bank policies and procedures.
✯ Identified opportunities to educate customers about the bank's products and services, promoting benefits and features that aligned with their financial goals and needs.
✯ Assisted customers with account openings, closings, and maintenance, explaining terms and conditions, fees, and requirements in a clear and concise manner.
✯ Resolved customer inquiries and complaints in a timely and professional manner, leveraging strong problem-solving skills and a deep understanding of bank policies and procedures to ensure customer satisfaction.
✯ Collaborated with branch management and support teams to identify process improvements, streamline operations, and enhance the overall customer experience.
✯ Maintained up-to-date knowledge of bank products, services, and industry trends through regular training and self-study, ensuring the ability to provide accurate and relevant information to customers.
✯ Contributed to branch sales goals by actively promoting and cross-selling bank products and services, consistently achieving or exceeding individual sales targets.
Self-employedBusiness Professional
Feb. 2003 - Jun. 2004✯ Collaborated with the "Development Center of Thrace" as an external business project manager for the "Leonardo Da Vinci" Operational Program, financed by the EU.
✯ Contributed to the creation of an assessment tool for evaluating the linguistic needs of businesses, helping to bridge language gaps and improve communication in the workplace.
✯ Cooperated with the "Equal" "Andromeda" program as an external project manager, focusing on promoting and monitoring gender equality in businesses throughout the region.
✯ Conducted research and analysis to identify barriers to gender equality in the workplace, developing strategic recommendations and action plans to address disparities and promote inclusive practices.
✯ Structured and finalised business plans for SMEs, assisting them in securing funding from regional, national, and European programs to support growth and development.
✯ Provided guidance and support to SMEs throughout the funding application process, ensuring compliance with program requirements and maximizing chances of success.
✯ Monitored and evaluated the progress of funded projects, providing regular reports to stakeholders and making recommendations for course corrections as needed.
✯ Built strong relationships with business owners, government officials, and community leaders, fostering collaboration and driving collective action towards shared goals of economic development and social progress.
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