Santiago Alamilla Guzmán
Santa Fe
Summary
Accomplished RSP Sales Trader with a proven track record at Santander Mexico, specializing in client management and financial analysis. Expert in crafting and executing sales strategies for structured products, leading to significant client investments. Skilled in trading and client relations, consistently enhancing institutional sales P&L and client satisfaction.
Overview
3
3
years of professional experience
1
1
Certification
Work History
RSP Sales Trader
Santander Mexico CIB
04.2024 - Current
- Quotations of structured products for internal and external private banking.
- Sales operations of structured notes on FX markets and national and international equities.
- Creation of investment proposals for Santander private banking clients in medium- and long-term structured products.
- Time deposit investments for institutional clients in the local and international debt market.
Consumer Credit Trainee
Santander Mexico
09.2023 - 04.2024
- Review of credits for interest rate adjustment, including recalculation of installments and replication of the amortization schedule.
- Management of business cases for the valuation of special offers in attracting new payroll groups.
- Monitoring of profitability indicators for the credit portfolio of new payroll clients.
- Tracking of credit placements in the early onboarding project.
Financial Analyst
Medios Cattri
06.2022 - 09.2023
- Consolidation and reporting of financial statements to shareholders and private banking.
- Presentation of monthly results and profitability indicators to the general management.
- Preparation of weekly internal financial projections for the executive committee
- Management and control of vehicle leasing for the digital and print operations team
T&E Risk Management Trainee
Novartis Mexico
03.2021 - 06.2022
- Audit of local and international travel expenses for employees in Mexico and Canada.
- Implementation of SAP Concur and employee training.
- Operational management of travel expenses for the Pharma and Sandoz division.
Education
Bachelor of Administrative Studies - Finance
Universidad Iberoamericana
Mexico City, Mexico05.2024
Skills
- Client management
- Sales Strategies
- Financial analysis
- Trading skills
- Oral communication skills
- Attention to detail
- Stress tolerance
- Proactivity
- Teamwork
Certification
AMIB - Figura 3
Asesor en estrategias de inversión
Issued Nov 2023
Bloomberg Market Concepts
Issued 2021
Cambridge BEC Higher - C1 proficiency level
Additional Information
Outstanding proficiency in Microsoft Office suite.
Use of basic programming languages (Python, R, Eviews)
Outstanding proficiency in Google Workspace
Timeline
RSP Sales Trader
Santander Mexico CIB
04.2024 - Current
Consumer Credit Trainee
Santander Mexico
09.2023 - 04.2024
Financial Analyst
Medios Cattri
06.2022 - 09.2023
T&E Risk Management Trainee
Novartis Mexico
03.2021 - 06.2022
Bachelor of Administrative Studies - Finance
Universidad Iberoamericana
AMIB - Figura 3
Asesor en estrategias de inversión
Issued Nov 2023
Bloomberg Market Concepts
Issued 2021
Cambridge BEC Higher - C1 proficiency level
Similar Profiles
MARISOL PALOMINOMARISOL PALOMINO
EJECUTIVO BANCA TRANSACCIONAL BEI at Banco Santander MexicoEJECUTIVO BANCA TRANSACCIONAL BEI at Banco Santander Mexico
SUSANA MEDRANO JIMENEZSUSANA MEDRANO JIMENEZ
SUBDIRECTOR DE SUCURSAL at BANCO SANTANDER MEXICO SASUBDIRECTOR DE SUCURSAL at BANCO SANTANDER MEXICO SA
Alejandro Avila MonroyAlejandro Avila Monroy
Credit Risk Admission Manager for Medium Companys at SANTANDER BANK MEXICOCredit Risk Admission Manager for Medium Companys at SANTANDER BANK MEXICO