Summary
Overview
Work History
Education
Skills
Work Availability
Timeline

JORGE A. BRACAMONTES

OPERATION MANAGER
MEXICO CITY
Risk comes from not knowing what you are doing.
Warren Buffett

Summary

Seasoned Operations Manager and talented leader with 6 years of experience applying exceptional customer service and problem-solving abilities toward enhancing operations and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

8
8
years of professional experience
18
18
years of post-secondary education

Work History

Service and Operations Manager

DINN DE ACTINVER
MEXICO CITY
06.2018 - 04.2023
  • Launched an 100% digital investment service within the bank, focusing on an unattended market in Mexico.
  • Started with friends and family, and grew to 200,000+ clients. Having an NPS of 45pts (above average for the industry) and 4.5+ / 5 rating in stores.
  • Managed a team of 6 people who handled all customer service, with an omnichannel scope and striving towards excellence.
  • Designed the customer journey, identifying pain points and working efficiently to solve problems through sprints.
  • Handled, updated and resolved incidents, working with relevant stakeholders to deliver fast and strategic resolutions.
  • Set, enforced, and optimized internal policies to maintain responsiveness to client demands.
  • Managed and resolved an internal audit, to comply with the Mexican regulator and banking commission.

Investment Advisor

ACTINVER
MEXICO CITY
06.2015 - 06.2018
  • Contacted potential clients to pursue sales and gather funds.
  • Advised clients on investments, credit, insurance, and retirement planning.
  • Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Pursued leads, set appointments and brought in new customers to increase revenue.


Education

High School Diploma -

American School Foundation, Mexico City
06.1997 - 06.2011

BBA - International Relations And Affairs

Universidad Iberoamericana, Mexico City
06.2011 - 05.2015

Skills

SAP expertise

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Service and Operations Manager - DINN DE ACTINVER
06.2018 - 04.2023
Investment Advisor - ACTINVER
06.2015 - 06.2018
Universidad Iberoamericana - BBA, International Relations And Affairs
06.2011 - 05.2015
American School Foundation - High School Diploma,
06.1997 - 06.2011
JORGE A. BRACAMONTESOPERATION MANAGER