Marcelo Lima Email & Phone Number

São Paulo, Sp, Brasil

São Paulo, São Paulo

São Paulo E Região, Brasil

I was invited in 2013 by the executive vice-president of Banco Safra to work as a head of sales for F/X and Trade finance products to cover Large Corporate clients. At this time I had 4 employees in the team covering all main cities of Brazil being in charge for around 100 economic groups representing the main largest companies aiming at selling Trade Finance and services solutions as well as F/X operations.After 8 months, since the Head of Trade and F/X Products development left the bank, I ended up being invited to run this new area with a big challenge to structure it, train the managers, implement new product governance and develop new products. Before leaving the Bank I had 2 product managers reporting to me covering 18 groups of products and 42 modalities being the main ones: Short and Long Term Pre Export Finance, Export Credit Note (including the supply chain concept), True Sale/Discount of Export Receivables, Import Finance, Forfaiting, Import and Export Letter of Credit, Documentary Collections, Tourism Exchange products (money paper, prepaid card for foreign currencies), F/X products (including F/X Digital Signature solution), ACC, ACE, Trade Services Portal project, International cash solution, offshore loans, 4131 loans and International Guarantees.

São Paulo E Região, Brasil

Vice President – Product and Trade Finance Sales I was invited in 2010 and joined BOFA Merrill to work in the GTS Sales Team aiming at selling Trade Finance and International Cash products to Large Corporate clients primarily. Since the Bank had just been granted a license from the Central Bank of Brazil to offer global treasury solutions (GTS) to multinational clients operating in Brazil as well as local corporate banking clients, pursuing its strategy of maintaining leadership, I worked along with the Brazilian country expansion project team to support them deploying a broader Trade Products platform and either sell all solutions to Large Corporate Clients at the same time. In 2011 I was invited to move definitely to the global product team as a part of overall Bofa Merrill strategy in Latin America to deliver to clients its full range of products and services wherever they did business. Such tasks involved basically product approval, business requirement document preparation, conceptual IT model designs, product positioning, operational workflows set-up, system solution and interfaces evaluation, external vendor assessment, pricing model and strategy development. While developing Trade Finance products, I also implemented a short-term Structured Trade Finance offshore solution for Promissory Note Discount (Import Note) via Master Participation Agreement as part of trade solution to Corporate Clients. I have deployed 10 trade products in Bank of America.

São Paulo E Região, Brasil

Banco Santander S/AI worked at TECF – Trade, Export and Commodity Finance department where I received a challenge to increase sales of Trade Services solutions (electronic solutions) for all clients under the Global and Banking Market segment (Large Corporate), to sell a web-based solution for discount receivables programme for Brazilian importers by utilizing Global Confirming Platform (system developed in Madrid) and also to be the main contact in Brazil for Santander Hong Kong transactions aiming at finding opportunities between Brazil and Asia flows in International Trade transactions and services. I was also involved with L/C´s and Standby´s to cover commercial and country risks of trade transactions. In additional, my role was also supporting all trade specialists in other operations like import finance, pre-export finance, short-term export finance, F/X and non-trade loans. Banco Real S/A - Vice President for Intl ProductsI worked as a head of Trade Finance, Services, International guarantees and F/X products management since July/2006 until July/2009. I was responsible for 35 products for 5 commercial segments in the Bank, from Retail to Large Corporate clients, being in charge of a team of 7 product managers. The main products were ST and LT Pre-Export Finance, ST and LT Import Finance, ECN, Offshore Loans trade related, Discount of Export receivables program (Supply Chain Finance), Standby LC´s, Import/Export Letter of Credit, Forfaiting and F/X.

São Paulo E Região, Brasil

I have worked at BankBoston for 3 years, being two as a Senior Product Manager for Trade and F/X and one as a Head of specialized Sales team of 7 managers for SME´s, Corporate and Large Corporate segments.I received the challenge of evaluating the business plan, End-to-End solution involving Logistics (door-to-door project) and continuing the development of several foreign Exchange electronic tools for customers, among them, Electronic Sport F/X Deal Platform, Direct remittance Letter for Open account transactions, Electronic Letter of Credit, Electronic Payment order transfer, on-line Sub-accounts view for Clients, Electronic Draft Acceptance by Importer and Electronic F/X contract signature via web solution. I coordinated a Project named Bank Boston Foreign Trade School for Customers, once the Bank aimed at being the best trade consulting Bank for its customers.My main responsibilities as a Head of sales team for Large and Corporate segments were coordinating the sales force to meet the established budget by offering Trade and F/X products solutions, know-how of the portfolio and the market competitors, motivation of the team, tactical and strategic sales plan for short and long runs and follow-up of Key Performance Indicators.

São Paulo E Região, Brasil

I worked at Lloyds TSB Bank plc for almost 15 (fifteen) years having had experiences in several operational and product areas related to Trade Finance, Services, F/X and international guarantees.I have also been involved with non-trade and Syndicated loans as well as Club deals. I launched the “Lloyds Business Training – Knowledge at your disposal”, a specific training course for customers, where I was the coordinator and one of the speakers.