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Mexico City
Cesar Herrera

Cesar Herrera

Forex Sales & Client Relations Officer

Ventas

Mexico City, Ciudad de México

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Acerca de Cesar Herrera:

Results-driven financial professional with over 6 years of experience in trading, sales, and business development. I specialize in driving revenue growth, optimizing client acquisition to achieve consistent results.

As a dedicated forex professional, I have achieved consistent profitability in the financial markets for over 2 years, leveraging advanced technical analysis, risk management, and disciplined strategies. My focus on identifying high-probability opportunities and adapting to market volatility has allowed me to deliver sustainable results.

I am passionate about continuous improvement, staying updated with global market trends, and sharing insights that create value. My experience reflects a results-driven mindset and a commitment to precision, consistency, and growth within the trading sector.

Experiencia

  • Sales, Conversion & Client Retention Specialist | INFINOX CAPITAL | Remote | 01/2020 – 12/2021 - Increased client acquisition by 20% through tailored sales strategies and proactive lead follow-ups. - Achieved top 5% ranking in the sales team by consistently exceeding monthly conversion targets. - Developed and executed retention strategies, reducing client churn by 15% and boosting lifetime value. - Provided personalized onboarding sessions to educate clients on trading platforms and financial tools. - Collaborated with technical and compliance teams to resolve issues and ensure a seamless client experience. 
  • Proprietary Day Trader & Business Developer | AUDACITY CAPITAL | Remote | 01/2022 – Present - Analyzed global financial markets daily to identify high-probability trading opportunities. - Leveraged trading strategies to maximize returns while maintaining strict risk management practices. - Documented and reviewed trades to continuously refine performance and improve profitability. - Partnered with analysts to exchange insights, optimizing decision-making in volatile markets. Sales Manager & Business Developer | PORTAFOLIOS HERRERA | Mexico City | 01/2019 – 05/2022 - Increased revenue by 25% through strategic market expansion and high-value client retention. - Managed and trained a team of 10+ sales professionals, driving a 15% improvement in performance metrics. - Built strong client relationships, delivering loyalty programs and customized solutions. - Conducted in-depth territory analysis to identify untapped opportunities and drive growth. 
  • Forex Trading Educator | INSTITUTO IBT | Guadalajara | 03/2020 – 03/2022 - Taught Forex trading strategies with a focus on technical and fundamental analysis. - Designed interactive lesson plans, enabling students to develop profitable trading skills. - Mentored students on risk management and decision-making, fostering long-term success in trading.

Educación

  • Master of Business Administration: Advanced Finance | Regnum Christi International Universities | 2024
  • Diploma of Higher Education: Advanced Finance | UNAM | 
  • 2023 Certified Sales Leadership Professional | Tec de Monterrey |
  •  2020 Bachelor of Business Administration: International Business | Universidad del Estado de México | 2019

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