Ana Lozano

Evaluator
DISC Type : Csd

Director Personales Morales Occidente at Banco Ve por Más

Guadalajara, Jalisco, Mexico

Overview

Ana Lozano is the Director of Business Banking and Agribusiness for the West region at Banco Ve por Más, where she has held various leadership roles. She holds an MBA from EGADE Business School and The University of Oxford, along with a certification as an Investment Strategy Advisor.

Ana demonstrates a strong passion for social and environmental impact within the corporate world. She recently completed a course on corporate sustainability and positive business impact, and has shown support for womens empowerment initiatives.

She is certified by the Mexican Association of Stock Market Intermediaries (AMIB) as an Investment Strategy Advisor.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Agribusiness Financing
Her current title explicitly includes leading the Agribusiness banking division for the West region at Banco Ve por Más.
Corporate Sustainability
She recently completed and shared a course on "Corporate guide to sustainability and positive business impact", indicating a strong professional interest.
Transportation Financing
Promoted her bank's financing solutions at Expo Transporte, a major national exhibition for bus, truck, and tractor-trailer producers.

Media Appearances

Ana has no verified media appearances

Work History

2-2022
Director Personales Morales Occidente at Banco Ve por Más
9-2020 - 2-2022
Coordinacion Banca Empresarial at Banco Ve por Más
3-2009 - 2-2020
Banca Empresarial - Segmento Empresas Grandes at Banco Ve por Más
4-2008 - 3-2009
Asociado Banca Empresarial at Banamex
10-2006 - 4-2008
Consultor Precios Transferencia at PwC

Education

2017 - 2021
Master in Business Administration - MBA from EGADE Business School del Tecnológico de Monterrey
2020 - 2020
Intercambio MBA from Saïd Business School, University of Oxford

More Information

Social Presence :

Prographics :

Exp : 18 Location : Guadalajara, Jalisco, Mexico Job Level : Mid-senior Designation : Director Personales Morales Occidente at Banco Ve por Más
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Insights For Selling To Ana

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ana is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Ana

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Ana move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Ana take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Ana

Personality Compatibility


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