LUZ ELENA ZEPEDA

• Achieved and exceeded a $2 million USD annual sale budget through strategic account management, effective client relationship building and identifying growth opportunities.
• Delivered comprehensive presentation on Risk Management and Portfolio Administration at CONAFAB, ANFACA providing actionable insights and strategies to enhance financial decision-making and mitigate market risks.
• Identified and provided risk solutions to clients providing long term relationship and cross selling with other businesses.
• Managed risk effectively by identifying potential threats, developing contingency plans, and implementing mitigation strategies in line with overall business objectives.
• Increased client's satisfaction, providing training in our platform and product.

· Managed FX Options relationship with selected corporate, institutional, and commercial accounts

· Built from scratch the FX Options business in Mexico, from platform implementation to customer delivery

· Created an extensive training program for the sales force focusing on selling skills and product technical aspects

· Developed and implemented a number of new products in the Interest Rates and FX Options derivatives space, becoming top sellers

· Actively participated in negotiations with selected accounts

· Overachieved sales target for FX Options for 5 consecutive years

· Developed from scratch the FX OPTIONS business for Commercial clients: trained and supported the Sales team, automated presentations, tutorials, term sheets and confirmations

· Developed 8 new products in two years, each product was presented and negotiated with the headquarters in Santander Spain

· Presented yearly results to the Treasurer, Country Risk Manager and Country Retail Manager.

· Led monthly sales and marketing campaigns of potential clients.

· Achieved for 5 consecutive years the target profit, leading to 4 outstanding annual evaluations.

· Promoted treasury products with domestic and international clients.

· Developed quoting interface to manage the profit target achievement and automate quoting (Reduced quoting time from 60 to 5 minutes).

· Performed cross-selling analysis of business opportunities for the Director

RISK MANAGEMENT TRAINEE

• Analyze historical data to generate insights and guidelines used by the Trading and Asset-Liability Committee.

CORPORATE RISK TRAINEE

• Worked with cross-functional teams to lead change to meet the local requirements (Basel II).