Maria Constanza Lara Castro Email and Phone Number
Corporate Banking at INVEX, MexicoFX Derivatives
Vavastone
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Operations ManagerVavastone May 2023 - PresentCiudad De México, México -
Customer Acquisition Rep And Financial ConsultantEsg Lab 2021 - Present- Business development in Corporate environmental, social and governance (ESG) activities across multiple LATAM countries: client prospection, initial onboarding, constant interaction with clients and understanding of their needs, background research of the company and analysis of the business and financial structure.- Worked alongside internal stakeholders and cross-functional teams to create and present feasible solutions that meet and exceed customer requirement as well as ESG metrics.- Financial Planning and Strategy: gathering and analysis of all the data on underlying assets and exposures within a company. Establish a roadmap for implementing ESG metrics to ensure the sustainable optimization of a business´ financial area. Created monthly and annual financial forecasts and projections. -
Proposal Manager LatamMambu 2022 - 2023Mexico- Launched Proposal Management process in Latin America region aligning SMEs to a new framework of collaboration, additionally building up a content library in Spanish from the ground up reaching over 500 Q&A pairs and managed constant reviews and updated from SMEs - Managed end-to-end proposal development process for a Core Banking SaaS solution across multiple countries primarily in Latin America, as well as several countries in Europe, Middle East and Africa, for companies ranging from medium-sized financial companies to tier 1 Banks, FinTech’s, and Non-financial institutions such as Telcos. - Led proposal kickoff meetings to ensure adherence to proposal RFP/RFI timelines as well as concurrent sync meetings to ensure the entire team is aligned and requirements are being met. - Worked with cross-functional teams including sales, engineering, legal and finance, and directly with customers and partners such as System Integrators, to gather requirements, prioritize work, establish deadlines and track progress against RFP/RFI contract requirements and ensuring quality of work from all the stakeholders involved. -
Account Executive In Corporate Banking, Fx DerivativesInvex 2018 - 2021Account Executive in Corporate Banking:- Corporate lending and loan management: Conducted financial and legal due diligence to identify corporate counterparty credit risk exposure for new and existing credit lines.- Managed and retained a portfolio of 20 - 25 corporate business credit lines, ensuring compliance with bank policies and local regulations.- Performed financial projections for each client and monthly reviews of performance vs. budget, updating each account accordingly.- Developed and enhanced long-term strategic relationships with new and existing clients.- Provided financial advice and cross-sold financial products to clients, achieving revenue objectives and exceeding sales targets.FX Trading and Derivatives Trading:- Managed a portfolio of FX positions and executed trades in multiple currencies in spot FX, options, forwards and swaps using both technical and fundamental analysis, for corporate clients and private wealth clients.- Maintained relationships with clients and financial institutions to ensure timely execution of trades and efficient settlement of transactions. -
Private Banking , InternshipInvex 2017 - 2018Mexico- Generated leads and closed qualified clients by identifying their financial needs and tailoring solutions to meet their investment objectives.- Managed client relationships and investment portfolios by conducting regular performance evaluations, identifying opportunities for growth, and providing financial advice to achieve revenue objectives.- Analyzed and evaluated portfolio performance in compliance with clients' objectives, bank revenue standards, and budget goals.- Collaborated with relevant key stakeholders, including product specialists, traders, and risk managers, to ensure a positive -
Real Estate ManagerBanco De Piedra Mayabtun 2016 - 2017- Land research and acquisition to extract stone for maquila- National and international sales, export logistics and promotion of the end product
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Director Of Public RelationsLa68 Casa De Cultura Elena Poniatowska 2013 - 2015- Negotiation with national and international production companies to ensure the correct programming of documentary films.- Promote relations with independent filmmakers and cinematographers.- Increased the movie portfolio from 90 to 150 in its permanent collection.- Hosted film premiers with Cannes Award-winning directors
Maria Constanza Lara Castro Education Details
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International Business -
Woldingham School | UkEconomics, Business, Geography, Psychology, Spanish
Frequently Asked Questions about Maria Constanza Lara Castro
What company does Maria Constanza Lara Castro work for?
Maria Constanza Lara Castro works for Vavastone
What is Maria Constanza Lara Castro's role at the current company?
Maria Constanza Lara Castro's current role is SaaS Cloud Banking | Account Executive | Customer Success | Proposal Manager | Finance Planning | LATAM.
What schools did Maria Constanza Lara Castro attend?
Maria Constanza Lara Castro attended Universidad Anáhuac Mayab, Woldingham School | Uk.
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