Summary
Overview
Work History
Education
Skills
Languages
Timeline
Guillermo Samuel Rogel Silva

Guillermo Samuel Rogel Silva

Mexico City,CMX

Summary

Experienced in customer interactions and sales processes, consistently achieving high levels of customer satisfaction and driving sales growth. Utilizes strong communication and problem-solving skills to exceed expectations. Possesses a deep understanding of sales techniques and customer relationship management, contributing to successful outcomes in sales initiatives. Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals. Recent graduate with foundational knowledge in [Area of study] and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Overview

12
12
years of professional experience

Work History

Portfolio Analyst

Exitus Capital
08.2021 - 07.2025
  • Managed client relationships, ensuring timely communication and resolution of inquiries.
  • Optimized internal controls by reviewing existing systems and implementing necessary enhancements to safeguard company assets.
  • Utilized accounting software to maintain accurate records of revenue transactions and adjustments.
  • . Assisted Sales Operations team in contract reviews, identifying potential risks or inconsistencies related to revenue recognition.
  • Improved cash flow forecasting accuracy by conducting thorough account reconciliations on a regular basis.
  • Helped clients make optimal decisions on amounts and timing of capitalization.
  • Managed portfolio performance analysis to identify investment opportunities and mitigate risks.
  • Executed daily management of client portfolios ensuring compliance with regulatory standards.

Customer Experience Mentor

Empereon
01.2020 - 08.2021
  • Provide customer service for an American company called Frontier in the area of billing, service activation and technical support, also generated sales of services to increase the cost of the customer's bill
  • Resolved customer inquiries and concerns efficiently, enhancing overall satisfaction.
  • Processed orders and returns accurately using company-specific software systems.
  • Trained new team members on company policies and customer service standards for consistency in service delivery.
  • Boosted sales revenue by identifying customer needs and recommending appropriate products or services.
  • Built rapport with customers through empathetic listening and understanding their unique needs or preferences.
  • Contributed to positive team culture, driving motivation and productivity among peers.
  • Implemented upselling techniques to increase average transaction value and drive additional revenue growth.
  • Customized sales pitches to match customer needs, leading to higher conversion rates.
  • Mentored new sales representatives on best practices and product knowledge.

Sales Representative

Allianz
01.2018
  • Prospecting and generation of transfers to increase the balance managed by the company and financial advice for the retirement of people and generate sales of retirement savings funds
  • Conducted product presentations and demonstrations to effectively communicate benefits.
  • Utilized CRM software to track customer interactions and manage sales pipeline.
  • Analyzed market trends to identify opportunities for business growth.
  • Addressed customer inquiries and resolved issues promptly to ensure satisfaction.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Sales Manager

Banco Azteca
01.2014 - 01.2017
  • I started as a financial advisor and after a year I received the management of a branch of Banco Azteca and the functions I performed in the position were to follow up on the results, design of sales strategies to comply with the KPIs, give attention to clients in branch, management and receipt of documentation to release credits, generate cross-sales with the retail area, manage and train personnel.
  • Developed strategic sales plans to enhance market penetration and customer engagement.
  • Analyzed sales data to identify trends, enabling informed decision-making and targeted initiatives.
  • Coordinated training sessions for team members, improving product knowledge and sales techniques.
  • Cultivated relationships with key clients, ensuring exceptional service and retention rates.

Education

Counterfeit Money Prevention Certification -

Bank of Mexico

Financial Engineering

UNIVERSIDAD POLITECNICA DE MORELOS
05.2016

Associate of Applied Science - Business Administration

ULA, Mexico City, Mexico
10-2025

Skills

  • Client relationship management
  • Presentation skills
  • Comprehensive portfolio analysis
  • Skilled in data-driven decision making
  • Account documentation
  • Teamwork and collaboration
  • Customer service
  • Problem-solving abilities
  • Multitasking
  • Adaptability and flexibility
  • Effective communication
  • Analytical thinking
  • Professionalism

Languages

English
Advanced (C1)

Work Type

Full Time

Work Location

RemoteOn-SiteHybrid

Timeline

Portfolio Analyst - Exitus Capital
08.2021 - 07.2025
Customer Experience Mentor - Empereon
01.2020 - 08.2021
Sales Representative - Allianz
01.2018
Sales Manager - Banco Azteca
01.2014 - 01.2017
UNIVERSIDAD POLITECNICA DE MORELOS - , Financial Engineering
Bank of Mexico - Counterfeit Money Prevention Certification,
ULA - Associate of Applied Science, Business Administration

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Guillermo Samuel Rogel Silva