Experience

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  Hsbc

  Aug 2009 - Jun 2015

  PMO Lead (Sierra)- Set direction for and coordinate PMO Activities- Lead execution of business readiness plan- Track progress vs plan, closely managing delivery of milestonesTest Coordinator (Sierra)- Lead execution of testing plan- Track progress vs plan- Facilitate day to day delivery of testing- Represent team in test execution meetings- Deliver regular testing status report- Identify and resolve risk and issues impacting delivery of the testing plan- Escalating unresolved testing issues to the management or functional leadsCut Over Coordination (Sierra)- Lead definition and execution of the cut over plan- Track progress vs plan- Identify and resolve risk and issues impacting the cut over plan Show less Sales – Direct Channel- Link between Sales & Marketing- Coordination of all the strategies and activities between marketing & sales in order to launch special campaigns for our external and internal clients. Those activities involve the following for each campaign: P&L´s definition, logistics, procurement (in order to buy promos, organize events for internal campaigns, etc.) and metrics. - Segmentation development strategy for the Auto Insurance renewal process in order to offer a product according to our clients’ needs. Show less Operations – Special ProjectsProject 1: “Chapultepec Migration”Description: Migration of the entire insurance database, customers’ key information and operational system from Toluca’s host-site to Chapultepec’s new site.Main Activities:- Project coordination; responsible for the plan execution - Coordination between IT and all the operative areas (up to 6 different areas) involved in the validation of key information and processes, in order to guarantee the correct functionality of the system in the new site. - Tracking and follow up of each areas’ responsibilities Project 2: “Quick Hit Debt Suspension”Description: Implementation of best practices, in order to reduce the amount of complains and optimization of the operative process for the debt suspension insurance product. Main Activities:- Leading, coordinating, planning and implementing strategies that allow us to improve the operative process. Results: 15% complains reduction Project 3: “Service Claims’ Satisfaction Surveys”Description: Through the implementation of Customer Satisfaction Surveys in our Call Center, regarding insurance claims’ service, we could identify the weak spots to be improved in our process. Main Activities:- Planning and designing the execution of the surveys, sample definition, script design, negotiation between operations (special projects) and call center.- Metrics and Analysis- Coordination of all operative areas involved in survey application process. Show less Business DevelopmentDescription: Development, coordination & execution of retention & loyalty strategies. Main Activities:- Planning and execution of the communication and loyalty program for HSBC insurance customers.. - Post-implementation analysis of each strategy executed- Elaborate and publish a guidebook for sales forces that helped them follow the process that ensured quality sales- Design and implement communication strategies between Business Development & Sales- Fifth certification project to be recognized as a Social Responsibility CorporationResults:- Insurance persistency improvement: +6%- Significant decrease in the amount of insurance cancellations due to missed payments.- Communication improvement between Sales and Business Development Show less

  • Senior Product Manager (Retail)

    Dec 2014 - Jun 2015

  • Senior Manager of Planning & Support

    Aug 2013 - Nov 2014

  • Manager (Protection)

    May 2013 - Jul 2013

  • Business Project Manager

    Jul 2012 - Apr 2013

  • Direct Channels Manager

    Mar 2011 - Jul 2012

  • SGP - Specialized Trainee Undergraduate Program

    Aug 2010 - Feb 2011

  • SGP - Specialized Trainee Undergraduate Program

    Feb 2010 - Jul 2010

  • SGP - Specialized Trainee Undergraduate Program

    Aug 2009 - Feb 2010
• 

  Grupo financiero aserta

  Jul 2015 - Oct 2017

  Senior project manager

  - Lead the implementation of new projects- Development of new products and processes - Responsible of the distribution agreement between Allianz, Qualitas and Mundo Aserta- Track main KPI's related to sales and operation - Process reengineering - Definition and execution of sales strategies

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  Hsbc

  Mar 2019 - now

  • Chief Information Officer, HSBC Taiwan

    Sept 2024 - now

  • Head of WPB Data Office, HSBC China

    Oct 2020 - Sept 2024

  • RBWM Senior Planning & Delivery Manager, HSBC China

    Mar 2019 - Jan 2022