Alejandro Efrén Montoya Campos

Sharpshooter
DISC Type : CD

Gerente Nacional Promotoría y Cajeros servicios financieros at BanCoppel

Mexico City, Mexico

Overview

Alejandro is a senior commercial leader in the financial services sector, focused on increasing portfolio profitability and exceeding sales targets. With an MBA from IPADE Business School, his expertise is in commercial strategy, sales force training, and improving customer service (NPS) across major banks like BanCoppel and HSBC.

He is driven by developing long-term client relationships and mentoring his teams to success. He shows a strong interest in finding innovative ways to motivate employees, such as using gamification to improve productivity in high-pressure environments, reflecting a passion for effective leadership.

At HSBC, he designed and implemented a management tool called "Integralidad" that increased the commercial teams results by 25%.

Personality Overview

Precise But Practical

Thorough Evaluator

Rigorous & Demanding

More than the product, they care about the impact of the product.  They respond well to strong and respectful communication. They take a lot of pride in personal achievements.

Topics They Care About

Sales Gamification
He advocates for using gamification to boost team productivity and motivation, especially in environments with demanding goals and regulated processes.
Commercial Profitability
His entire career is centered on implementing commercial strategies to increase profitability, exceed sales budgets, and grow market share for financial institutions.
Customer Experience
He explicitly lists improving the customer's Net Promoter Score (NPS) as a core problem he helps businesses solve, highlighting a focus on client satisfaction.

Media Appearances

Alejandro has no verified media appearances

Work History

9-2022 - 3-2025
Gerente Nacional Promotoría y Cajeros servicios financieros at BanCoppel
9-2014 - 4-2020
Digital Banking Manager at Banco Azteca
8-2012 - 9-2014
Gerente Comercial de Servicios Financieros at Banco Azteca
4-2006 - 2012
Subdirector Comercial Regional Premier I Gerente Comercial Premier at HSBC México
10-2003 - 8-2007
Profesor docente at Universidad Panamericana

Education

1999 - 2001
MBA from IPADE Business School
9-2024 - 5-2025
Diplomado Estrategia Comercial from Universidad Anáhuac

More Information

Social Presence :

Prographics :

Exp : 22 Location : Mexico City, Mexico Job Level : N/A Designation : Gerente Nacional Promotoría y Cajeros servicios financieros at BanCoppel
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Insights For Selling To Alejandro Efrén

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not spend too much time focusing on product tech or features
  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alejandro Efrén is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Alejandro Efrén

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Alejandro Efrén move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Alejandro Efrén take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Alejandro Efrén

Personality Compatibility


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