Senior Account & Relationship Manager

• Mar 2023 - Present

Exante is a privately owned fintech company built by traders. EXANTE provides direct market access to a wide range of financial instruments across 50+ global markets through a single multi-currency account. We focus on providing the best execution, personalized user experience and premier service to our professional traders and institutional clients. With a decade of experience delivering bespoke service to our clients, we are licensed by the FCA in the UK and our footprint extends across 20+ global locations including London, Cyprus, Malta and Hong Kong. Show less

Coordinador de Zona

• Apr 2017 - Mar 2023

The OVB Group, with its holding company headquartered in Cologne, is one of Europe’s leading financial brokerage groups. Since being founded in 1970, our business activities have focused on long-term, comprehensive and above all customer-oriented financial consulting for private households. We work with more than 100 high-performance providers and uses competitive products to serve our clients’ individual needs. Consulting is based on analyzing the customer’s financial situation. In particular, the broker asks the customer about their wishes and goals in a personal meeting and develops a customised solution based on personal opportunities. It should be long-term, affordable and sufficiently flexible. OVB supports customers over many years. Regular reviews and adjustments of financial decisions to relevant changes in customer requirements ensure needs-based insurance and pension concepts for customers adapted to their stage of life. With almost 3.8 million clients and more than 5,000 financial agents, OVB is one of Europe’s leading financial brokerage groups. OVB works with more than 100 high-performance providers and uses competitive products to serve its clients’ individual needs, from subsistence and property/asset insurance to pensions and asset building and growth. Show less

Gestor de Equipo

• Jul 2013 - Mar 2023

Financial Trainee III

• May 2011 - Jul 2013

Financial Trainee II

• Jan 2011 - May 2011

Financial Trainee I

• Oct 2010 - Dec 2010

Sales Representative & Accounting Manager (Trading company, promotional gifts)

• Jan 2007 - Oct 2010

The company was established in 1995 to help small importers to do business with China and other Asian countries without the need of travelling to create new partnerships with factories overseas. We do sourcing for them and negotiate prices, control quality and help them as intermediates between customer and suppliers. As an experienced company in wholesaling we also keep certain products related to promotional gifts, available stock in Europe (spain) to fulfill the demand of any customer for instant delivery of any type of goods. We have been increasing our product range according to the suggestions our customers have been providing to us throughout these last few years and due to a great demand of these, at present we have a big range of products being offered worldwide. Our company is open to joint-ventures of any kind in terms of manufacturing as it is our expertis, we have partnerships with many our suppliers already by keeping their stock in our warehouse and selling it for them to share mutual profits and therefore create synergies, this way factory makes more profit as they become our business partners and we have a bigger range of products, Customer relationship has been of great success since we started our business and has made us increase our activity in the market creating new bonds with customers and suppliers. Show less

Credit Risk Analyst

• Jul 2008 - Oct 2008

Whether an application for a loan submitted by an individual or a company would be passed or not is decided only after risk analysis. This analysis is done by a credit risk analyst. The main role is to analyze possibility of default on a loan. If you find high chances of the person or company defaulting on the loan, i would suggest the bank or the financial institute to charge higher rate of interest, or even deny lending of loan. To analyze the risk factor involved, i used to work on a tailor-made software wherein after inputting all information of the loan applicant, it would calculate involved risk in lending the loan. To do this, i collected all the information and performs reach on the credit history of the loan applicants and makes use of statistics in assessing risks associated with lending loans. Show less