Guillermo Samuel Rogel Silva

Work History

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.

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.

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.

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.