Rodrigo Herrera Barroso
Financial Services Professional
Hong Kong
Summary
Experienced financial professional with over 15 years of global experience in America, Europe, and Asia. Specializing in portfolio management, known for strong Customer engagement skills to drive business growth. Skilled leader with a proven track record of guiding teams to deliver Client and revenue growth.
Overview
16
16
years of professional experience
11
11
years of post-secondary education
Work History
Group Customer Lifecycle and Engagement Senior Mgr
HSBC Holdings Plc
07.2021 - Current
- Responsible for Asia Retail Banking and Wealth Portfolio Management (CLCM)
- Design and drive, Acquisition, Activation (first 90 days), Relationship deepening and Retention strategies for Premier Customers
- Cross-sell strategies, portfolio optimization and Customer continuum design and execution with Markets
- Partnering with CRM, D&A, Proposition teams to increase Customer Engagement
- Coordinate and implement IWP Customer Operating Plan (COP), and interlock with Products and Channels
Head of Payroll and Collaboration
HSBC Holdings plc
05.2019 - 06.2021
- Responsible to drive Customer growth, Engagement and Retention strategies with Payroll Customers
- Provide effective operational business direction on the strategic and operational aspects of sales & markets distribution globally
- Lead initiatives on cross sell opportunities, maximizing needs met at point of origination through enhanced process, proposition and products
- Support in driving and delivering globally consistent best practices of collaboration with Global Banking, Commercial Banking, and Retail Business Banking
- Launched payroll proposition for Asia Pacific markets
- Developed a collaboration model with Corporate Banking across markets
Sales Head Payroll Global Banking
HSBC Mexico, S.A
03.2015 - 04.2019
- Payroll Business responsible for Global Banking (Multinational, Local and Financial Companies) nationwide
- Managed a team of Sales Managers in charge of payroll acquisition, business and revenue growth
- Partnering with GPS and GB to deliver franchise level solution to key Corporate Clients to increase revenue and market share
- Collaborate with internal stakeholders to ensure effective and seamless implementation of new payroll business
- Increased by 40% the penetration of Global Banking payroll Customers in 4 years. CEO Award for the best transactional business of the year 2017
Associate Director Payroll Commercial Banking
HSBC Mexico, S.A
03.2013 - 02.2015
- Payroll Business responsible for Commercial Banking (Business Banking, Corporate, Government, Large Corporate) in the metropolitan area
- Acquisition of new clients, revenue and business growth
- Deepen partnership with key Corporate clients to acquire new business
- Partnering with GPS and CMB stakeholders to deliver franchise-level solutions
- Achieved a net portfolio growth of 18% in 2 years
Product Manager Liquidity and Investments
HSBC Mexico
08.2010 - 02.2013
- Responsible for liquidity products (demand deposit accounts and term accounts) for companies
- Developed financial and non-financial income strategies, positively impacting revenues whilst balances grew
- Design of investment portfolios and comprehensive treasury proposals in partnership with CMB
Project Leader Debit Cards
HSBC Mexico
01.2010 - 07.2010
- Portfolio Management Debit Cards products
Trainee Program Business Solutions
HSBC Mexico, S.A
01.2009 - 12.2009
- Coordinate projects with systems (IT)
Education
MBA -
IPADE Business School
04.2019 - Current
Bachelor in Strategic Administration - Business And Finance
UIC - Universidad Intercontinental
04.2005 - 01.2010
Skills
Business and revenue growth strategies
Strategic planning
Negotiation expertise
Cross-functional collaboration
Market analysis
Client relationship management
Timeline
Group Customer Lifecycle and Engagement Senior Mgr
HSBC Holdings Plc
07.2021 - Current
Head of Payroll and Collaboration
HSBC Holdings plc
05.2019 - 06.2021
MBA -
IPADE Business School
04.2019 - Current
Sales Head Payroll Global Banking
HSBC Mexico, S.A
03.2015 - 04.2019
Associate Director Payroll Commercial Banking
HSBC Mexico, S.A
03.2013 - 02.2015
Product Manager Liquidity and Investments
HSBC Mexico
08.2010 - 02.2013
Project Leader Debit Cards
HSBC Mexico
01.2010 - 07.2010
Trainee Program Business Solutions
HSBC Mexico, S.A
01.2009 - 12.2009
Bachelor in Strategic Administration - Business And Finance
UIC - Universidad Intercontinental
04.2005 - 01.2010
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