Your browser is outdated!

To ensure you have the best experience and security possible, update your browser. Update now

×

Daniela Burcea

Daniela Burcea

'

Bucharest Romania
Employed Available
Passionate person, with strong people skills and solid experience in large corporations.
Constantly able to achieve and exceed sales targets, while maintaining focus on consumer trends and adapting my strategies according to the dynamics of the market.
I am a firm believer in being proactive, having a skillset which helps me combine creativity and structured thinking.
Resume created on DoYouBuzz
  • Provided tailored financial consulting services to individual and corporate clients, with a focus on long-term insurance, investment, and retirement planning solutions.
  • Maintained and developed a client portfolio through needs analysis, strategic recommendations, and regular follow-ups, ensuring high client satisfaction and retention.
  • Acted as a Specialist Mentor, supporting the onboarding and development of new consultants through training, coaching, and performance guidance.
  • Delivered training sessions and one-on-one mentorship to improve team members’ product knowledge, sales techniques, and customer relationship management.
  • Consistently achieved and exceeded sales and performance targets, contributing to team growth and regional success.
Learn more
  • Led and coordinated the daily activities of the Operations team, ensuring smooth execution of financial leasing processes and achievement of performance targets.
  • Initiated and managed internal development projects aimed at improving the functionality of the Charisma system, reducing contract processing time and increasing workflow efficiency.
  • Collaborated with IT and cross-functional teams to design and implement system enhancements for automated document issuance, contract archiving, and operational tracking.
  • Monitored and optimized team performance through regular feedback sessions, KPI analysis, and alignment with department goals.
  • Ensured proper documentation and compliance with internal policies and financial regulations throughout all operational processes.
Learn more
  • Prepared and validated credit contracts, overseeing their implementation in the IFN CA system with my team.
  • Responsible for generating internal and external reports, processing customer payments, verifying insurance policy compliance, and managing the preparation and secure storage of RNPM documentation.
  • Implementation of financial leasing as a new product in the company, following strategic discussions with the management team regarding the project scope, implementation plan, and budget.
  • Provided strategic leadership throughout the implementation process, aligning the efforts of Accounting, IT, and my Operations team to achieve project goals within scope and budget.
Learn more
  • Communication with salespeople in the branches to receive complete and correct insurance policies, AEGRM/RNPM file and evaluation reports related to the mortgaged goods.
  • Checking the documents received according to the procedures and entering/updating the data in the system for each individual credit.
  • Management of a certain portfolio of legal entity clients for the registration of requests for reimbursement and discounting of promissory notes, invoices, checks related to signed credit contracts.
  • Various reports to be drawn up or checked with the internal banking system requested by the manager for the bank's internal audit.
Learn more
  • Communication with our sellers, suppliers and customers for loading data in the system (Charisma) for generating the correct lease or credit contract, after we check the approval that we received from the commercial department.
  • We issuing the contract and we send email to the client, supplier and our seller specifying the necessary documents that we need for payment and adding the documents that the customer must sign.
  • After receiving the all documents and we have all conditions met we register in the system the payment for that file.
  • Activating the contracts in the system, insurance policies with our broker, make the AEGRM file and send for registration, sign the documents and send one to the client and suppliers (just for lease contract) and the rest of them prepare and send for archived.
Learn more
  • Communication with our sellers and sometimes with suppliers for issuing the correct lease contract.
  • After issuing the contract in Charisma, an email is sent to the seller specifying the necessary documents for payment and adding the documents that the customer must sign.
  • When receiving the signed documents and if we have a request from the seller we register in the system the payment for that file.
  • Activating the contracts, insurance policies, make the AEGRM file, sign the documents send one to the client and supplier and the rest of them is archived.
Learn more
  • Communication with customers and the suppliers about the insurance offer and all the documents necessary for issuing the contract.
  • Customers data loading in the leasing system(Charisma), necessary for generating the contract (lease or credit).
  • Sending the contract and all the documents to the customer for signature recoired to finalise the leasing transaction, and after receiving them back in original, sent to the supplier the agreement for the leasing product delivery and issuing the fiscal invoice.
  • Activating the contracts and insurance policies in the system and monitoring their progress until the completion.
  • Issuing notifications and additional acts for various situations, interest recalculation, closing contracts for different reasons, issuing instolments invoice, and other powers of attornities required by the client.
  • Monthly verification of all leasing contracts and broker reports review.
  • Monthly verification of cars documents (i.e insurance, periodical technical inspection).
  • Monthly checking of all contracts which will end in the next period; contacting the clients and agree the next steps.
  • Analysis for clients who wants to pay in advance.
  • Monthly leasing cars registration.
Learn more
  • Coordination and verification and customers incentive programs.
  • Ensure pay programs are consistently administer, aligned with organizational goals and with company requirements. Verification of the customers kpi's.
  • Involvement in product promotion events on the logistics side with everything that was needed.
  • Monitor revenue reports preparation of monthly revenue reports incentive sales data, budgets and target and goal attainment.
  • Playing a key role plays internally, by providing support to the team for administrative duties such as legal, finance, travel, order management, and operations.
Learn more
  • Leading the retention execution on the assigned portfolio by providing the following activities: direct negotiation, creating custom offerings, closing.
Learn more
  • Support the sales channel (own stores, franchises, corporate division) by providing specific activities such as: activating new phone numbers, creating and activating users for internal apps, commercial offering updates, portability consultancy, etc.)
Learn more
  • Selling Vodafone SA products and services
  • Work closely with customers throughout the sales process
Learn more
  • Following and applying the quality standard procedure on allocated category (mobile phones).
Learn more
  • End-2-end project management on books production (DTP, printing, cutting books)
Learn more
  • Managing multiple research projects by providing the following activities: team & project coordination, events management (agenda, participants, venue, follow-up).
Learn more

The Economy of Turism

Facultatea Romano-Americana

October 2003 to May 2007
Business Law
Principles of sustainable business growth
Primary Accounting

Accounting

Colegiul Economic Viilor

September 1999 to June 2003
  • Financial Leasing Product Knowledge
    Advanced
  • Project Management & Coordination
    Advanced
  • Financial Systems Implementation (IFN CA system)
    Advanced
  • Strategic Planning and Execution
    Advanced
  • Sales, communication and negotiation skills
    Advanced
  • Time Management and Prioritization
    Advanced
  • Attention to Detail and Accuracy
    Advanced
  • Reporting & Data Analysis & KPI Tracking
    Advanced
  • Payment Processing Systems
    Advanced
  • Project Planning and Execution
    Advanced
  • Time Management and Multitasking
    Advanced
  • Customer Service Orientation
    Expert
  • Microsoft Office
    Word, Excel, PowerPoint
    Advanced
  • Oracle
    Financial Management applications
    Intermediate
  • Cisco Jaber, Skype for Business
    Advanced
  • Linkedin, Facebook
    Good
  • Charisma Enterprise
    Advanced
  • DocuSign
    Advanced
  • Absolut
    Good
  • IFN CA
    Good
  • English
    Good