Sergio R. Email & Phone Number

Mexico City

Reporting to the LATAM and Spain CEO. Accountable for the 7 countries operations and results (Mexico, Colombia, Ecuador, Peru, Chile, Argentina and Spain). In charge of the coordination and control at regional level of the Commercial, Post-Sale, Human Resources, Operations, Product Portfolio, Technology, Legal, Trade Marketing, Finance and Projects areas. Responsible for the creation of the new commercial strategy, distribution channels and pricing strategy.

Mexico City

Mexican Bank focused on the bottom of the pyramid segment with over 12 million customers, 2 thousand branches and 50 thousand employees.Reporting to the New Projects Director, leading a team of 2 direct reports (managers) and a staff team of 10 people.Responsible for project management and process design with the goal to create new products for the Payment Systems and Loan Origination areas. In charge of profitability forecasting, budgeting and development of promotional campaigns for… Show more Mexican Bank focused on the bottom of the pyramid segment with over 12 million customers, 2 thousand branches and 50 thousand employees.Reporting to the New Projects Director, leading a team of 2 direct reports (managers) and a staff team of 10 people.Responsible for project management and process design with the goal to create new products for the Payment Systems and Loan Origination areas. In charge of profitability forecasting, budgeting and development of promotional campaigns for new products.Implemented the pilot of the new loan onboarding system (personal, consumer and pawn loans) in 100 branches of Banco Azteca, resulting in a 50% time reduction.Performed the analysis of the implementation of a Mexican bill payments service from the United States (bills to be offered, fees and target segment), coordinating the project with two potential partners in the U.S. The business had a potential of USD1.5 million dollars in gross margin per year. Show less

Mexico City

Niche bank focused on the top of the pyramid segment managing around 2 billion dollars in account balances with 60 branches and 500 employees.Reporting to the Customer Experience Director with 2 direct reports (manager and analyst).Accountable for the strategic projects portfolio management in order to achieve the goals set by the Chief of Retail Banking and optimization of processes related to retail banking products.Improved the certificated and cashier’s cheques issuing process… Show more Niche bank focused on the top of the pyramid segment managing around 2 billion dollars in account balances with 60 branches and 500 employees.Reporting to the Customer Experience Director with 2 direct reports (manager and analyst).Accountable for the strategic projects portfolio management in order to achieve the goals set by the Chief of Retail Banking and optimization of processes related to retail banking products.Improved the certificated and cashier’s cheques issuing process, reducing the time by 50%.Created and automated the retail banking KPI board, which allowed the CEO and Chief of Retail Banking to have timely information for decision making. Show less

Mexico City

Multinational insurance company issuing 2.5 billion dollars in premiums with 2,000 employees in Mexico.Reporting to the Claims Director with 4 direct reports (2 managers & 2 coordinators) and a staff team of 120 employees.In charge of the optimization of the major medical expenses claims process according to the needs of the sales area and customers. Head of the claims operation and management of the medical and hospital service providers.Coordinated the project to reduce the claims… Show more Multinational insurance company issuing 2.5 billion dollars in premiums with 2,000 employees in Mexico.Reporting to the Claims Director with 4 direct reports (2 managers & 2 coordinators) and a staff team of 120 employees.In charge of the optimization of the major medical expenses claims process according to the needs of the sales area and customers. Head of the claims operation and management of the medical and hospital service providers.Coordinated the project to reduce the claims cost, reporting an annual saving of 4% (in real terms).Reduced the time of the claim reimbursement process by 11%. Show less

Mexico City

Multinational bank with 19,000 employees and over 9 million customers in Mexico.Reporting to the Business Solutions Director with 6 direct reports (4 managers and 2 leaders).Accountable for the analysis and optimization of processes related to savings and investment products to facilitate sales work and improve the customer experience. In charge of the strategy for the project portfolio of the savings, payroll, mutual funds, debit cards, Fx and investment product areas. Responsible for… Show more Multinational bank with 19,000 employees and over 9 million customers in Mexico.Reporting to the Business Solutions Director with 6 direct reports (4 managers and 2 leaders).Accountable for the analysis and optimization of processes related to savings and investment products to facilitate sales work and improve the customer experience. In charge of the strategy for the project portfolio of the savings, payroll, mutual funds, debit cards, Fx and investment product areas. Responsible for the follow up and communication at managerial level of the progress of the managed projects.Redesigned the savings/cheque accounts onboarding process that had a time reduction of 30%, allowing account executives to have more hours in the day to sell and serve customers.Executed in time 100% of the regulatory projects requested by government entities avoiding fines.Implemented the pre-opening process for payroll accounts, which allowed to match the offer of the competition and to stop the fall in sales of the product.Prepared a proposal in 3 phases to share customer information between loans and savings/cheque accounts areas, which was expected to generate a time reduction of 70% in the onboarding process. Show less

Mexico City

Pension Fund Management Company with more than 5 thousand employees and 7 million customers.Reporting to the Compensations and Sales Force Development Subdirector with 1 direct report (analyst).In charge of projects to increase the productivity of the sales force through the analysis of commercial variables and management of the customer lead generation process.Implemented the project to define sociodemographic profiles of sales agents, increasing their productivity by… Show more Pension Fund Management Company with more than 5 thousand employees and 7 million customers.Reporting to the Compensations and Sales Force Development Subdirector with 1 direct report (analyst).In charge of projects to increase the productivity of the sales force through the analysis of commercial variables and management of the customer lead generation process.Implemented the project to define sociodemographic profiles of sales agents, increasing their productivity by 10%.Automated the customer lead generation process, reducing the operating time by 75%. Show less

Master, Business Administration

Graduated with a grade of 92/100 and honors

Degree, Project Management Pmp

Bachelor’S Degree, Business Administration, Marketing Specialization