Summary
Overview
Work History
Education
Skills
Timeline
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Sara Montoya

Bogotá

Summary

Dynamic FX Trader with a proven track record at StoneX Global Payments S.A., excelling in economic forecasting and relationship management. Leveraged expertise in foreign exchange trading and Microsoft Excel to develop strategies that significantly mitigated risks and capitalized on market opportunities. Demonstrated exceptional ability in building stakeholder relationships and mentoring teams, driving performance and client satisfaction.

Trading professional with robust experience in financial markets, risk management, and strategic decision-making. Strong focus on team collaboration and achieving results, adaptable to changing market conditions. Skilled in data analysis, portfolio management, and leveraging market trends for optimal outcomes. Respected for reliability, efficiency, and results-driven mindset.

A finance professional with strong foundation in market analysis and trading strategies. Known for delivering precise and timely trading decisions while fostering collaborative team environment. Adaptable to dynamic market conditions and dedicated to achieving optimal results through data-driven insights.

Knowledgeable [Desired Position] with background in trading financial instruments and optimizing investment strategies. Demonstrated ability to identify market trends and capitalize on trading opportunities. Proven skills in risk management and portfolio diversification.

Experienced with analyzing market trends and executing strategic trades to maximize returns. Utilizes risk management techniques to protect investments and enhance portfolio performance. Knowledge of various financial instruments and their market behaviors.

Entrepreneurial Trader with outstanding knowledge of [Product] and training in modern persuasion techniques. Fantastic negotiator with success at working efficiently under pressure. Adept at decision making and accurate forecasts.

Goal-oriented Trader with [Number] years of [Industry] experience. critical thinker with decisive approach. Leverages big-picture perspective to coordinate financial strategy.

Successful Head Trader with [Number] years of comprehensive experience managing negotiation and execution of investment trades on multiple exchanges, including commodities, stocks and fixed income. In-depth knowledge of trading strategies and systems, commodity risks and [Type] algorithms. People-oriented and versatile professional committed to implementing strategies to guarantee day-to-day and long-term objectives are met.

Resourceful Trader with [Number] years of experience. Dedicated to raising profits through calculated risks and exceptional industry knowledge. Closes sales quickly with persuasive and energetic communication.

[Job Title] with [Number] years of experience in buying and selling securities. Demonstrated expertise in creating financial plans for individuals and organizations. Talented at presenting investment options based on customer needs and risk tolerance. Successfully retained clients by exceeding service expectations to increase customer satisfaction.

Accomplished [Job Title] with [Number] years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

11
11
years of professional experience

Work History

FX TRADER

StoneX Global Payments S.A.
Bogotá, Colombia
04.2022 - Current
  • Developed profitable trading strategies by conducting thorough market analysis and identifying trends.
  • Assessed hourly market conditions to look for hedge and arbitrage opportunities.
  • Championed continuous learning initiatives within the team to stay abreast of industry developments and improve skill sets.
  • Created and maintained live Excel spreadsheet to provide real-time positions and P&L.
  • Strengthened relationships with key stakeholders through ongoing collaboration towards shared goals.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Mitigated risk exposure by implementing negotiation strategies.

Sales Trader

Bancolombia S.A.
Bogotá, Colombia
05.2015 - 03.2022
  • Provided valuable feedback to management regarding product improvements or changes based on client input, contributing to overall product development efforts.
  • Assisted in the development of marketing materials targeting specific audiences, increasing brand awareness among potential clients.
  • Analyzed market trends to inform sales strategy adjustments, staying ahead of competitors in an ever-changing landscape.
  • Leveraged a data-driven approach to identify areas of potential growth and implement targeted sales campaigns, resulting in increased revenue generation.
  • Mentored junior team members in effective sales strategies and relationship-building tactics, fostering a collaborative work environment.
  • Increased sales revenue by building strong relationships with clients and addressing their unique needs.
  • Managed a diverse portfolio of clients across various industries, showcasing adaptability and versatility as a Sales Trader.
  • Established rapport with key decision-makers within targeted organizations, paving the way for successful negotiations.
  • Demonstrated resilience in overcoming obstacles during challenging economic periods while maintaining consistent sales performance.
  • Consistently met or exceeded quarterly sales targets, demonstrating commitment to company goals and personal success as a Sales Trader.
  • Implemented strategic sales techniques for higher close rates and improved customer satisfaction.
  • Developed comprehensive product knowledge, becoming a trusted resource for both colleagues and clients alike.
  • Negotiated favorable contract terms with clients, ensuring mutually beneficial agreements and long-term partnerships.
  • Enhanced client retention by providing exceptional service and timely follow-up on inquiries or concerns.
  • Fostered an environment of continuous learning and professional development, attending workshops and seminars to stay current on industry best practices and trends.
  • Streamlined sales processes for improved efficiency, allowing more time to focus on relationship-building efforts.
  • Identified new market opportunities through thorough research and analysis, expanding the company''s client base.
  • Attended industry conferences and events to network with potential leads, generating valuable connections for future business opportunities.
  • Collaborated with internal teams to develop customized solutions for clients, resulting in increased business growth.
  • Delivered persuasive presentations to prospective clients, effectively communicating the benefits of our products and services.
  • Monitored market trends and developed strategies to capitalize on potential opportunities.
  • Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.

Account Manager

Banco Corpbanca
Bogotá
04.2014 - 11.2014
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.
  • Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.
  • Established clear communication channels between clients and internal teams, ensuring seamless project execution.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.
  • Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
  • Implemented CRM system to track client interactions and feedback, leading to more personalized service.
  • Negotiated contracts with focus on maximizing profit and ensuring client satisfaction.
  • Cultivated portfolio of high-value clients by leveraging industry knowledge and strategic networking.
  • Leveraged CRM tools to maintain accurate records of client interactions and transactions.
  • Optimized account allocation among team members to ensure balanced workload and focus on high-priority clients.
  • Identified at-risk accounts through diligent monitoring and analysis, implementing retention strategies to prevent churn.
  • Coordinated with product development teams to relay client feedback, influencing future product enhancements.
  • Built relationships with customers and community to promote long term business growth.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
  • Kept detailed records of daily activities through online customer database.
  • Maintained current knowledge of evolving changes in marketplace.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Negotiated prices, terms of sales and service agreements.
  • Stayed current on company offerings and industry trends.
  • Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
  • Attended monthly sales meetings and quarterly sales trainings.

Education

International Business Administration -

LA SABANA UNIVERSITY
Chia, Colombia
03-2011

Skills

  • Economic forecasting
  • Data interpretation
  • Goal oriented
  • Foreign exchange trading
  • Industry awareness
  • Relationship building and management
  • Performance tracking
  • Customer satisfaction
  • Sales strategies
  • Client relationship building
  • Portfolio management
  • Trading strategies
  • Financial reporting
  • Team Training
  • English, portuguese fluency
  • Risk management
  • Goals and performance
  • Financial analysis
  • Problem-solving aptitude
  • Quantitative analysis
  • Dispute resolution
  • Client relationship management
  • Microsoft excel
  • Bloomberg

Timeline

FX TRADER

StoneX Global Payments S.A.
04.2022 - Current

Sales Trader

Bancolombia S.A.
05.2015 - 03.2022

Account Manager

Banco Corpbanca
04.2014 - 11.2014

International Business Administration -

LA SABANA UNIVERSITY

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Sara Montoya