ISRAEL QUIÑONES
Mexico City
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Global Banking & Markets Relationship Manager
HSBC
01.2024 - Current
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Global Banking and Markets Analyst
HSBC
11.2021 - Current
- Management of client relationships and support in new business development (team portfolio of approx. 120 multinational clients with different outstanding loans.
- Portfolio planning and analysis in the areas of credit, trade, markets, cash management, trusts and payroll services.
- Completed and implemented a $100M pre-export financing loan for one of the largest companies in Brazil.
- Reporting to management on key factors of the portfolio, client relationships and the competitive environment.
Financial Planning Analyst
Krispy Kreme Doughnut Corporation
04.2021 - 11.2021
- Enhanced accuracy of financial forecasts through the implementation of advanced modeling techniques.
- Developed customized financial reports, enabling stakeholders to make data-driven decisions effectively.
- Contributed to the development of long-term business strategies by providing insightful financial projections based on industry trends and market conditions.
- Reduced financial risks by implementing robust internal controls and compliance measures.
Education
Bachelor of Science - Financial Management
Monterrey Institute of Technology And Higher Education
Guadalajara, Jalisco, Mexico12.2020
Skills
- Customer Service
- Excellent Communication
- De-Escalation Techniques
- Sales Reporting
- Overcoming Objections
- Adaptability
- Client Engagement
- Relationship Building
- Risk Management
- Team Building Leadership
Certification
- AMIB Figure III
- Financial Markets, Yale University (Completed with honorable mention)
- Introduction to Options by the Chicago Mercantile Exchange.
- Bloomberg Market Concepts
- TOEFL ITP 613 points
- BULATS by Cambridge
Languages
Spanish
English
German
Social Engagement
- Captain of the university soccer team (2017-2019)
- Director of social responsibility of JOLIME (2017)
- Candidate for financial president of SALAF (2017)
Timeline
Global Banking & Markets Relationship Manager
HSBC
01.2024 - Current
Global Banking and Markets Analyst
HSBC
11.2021 - Current
Financial Planning Analyst
Krispy Kreme Doughnut Corporation
04.2021 - 11.2021
Bachelor of Science - Financial Management
Monterrey Institute of Technology And Higher Education
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