Barbåra Coelho

Questioner
DISC Type : c

Assessora de investimentos at Genial Investimentos

Belo Horizonte, Minas Gerais, Brazil

Overview

Barbåra is a CPA-20 certified Investment Advisor and Relationship Manager at Genial Investimentos. With a background in business development and sales at tech companies like Blip and allu, she has transitioned her expertise to the financial sector. She holds a bachelors degree from Estácio.

She is a reflective individual who champions the philosophy of learning through practical application rather than relying solely on theory. Her career progression and pursuit of certifications highlight a strong commitment to continuous personal and professional development, demonstrating a proactive and ambitious mindset.

She successfully pivoted her career from technology sales into the certified field of investment management.

Personality Overview

Value Seeker

Systematic

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.


Topics They Care About

Investment Strategies
As a CPA-20 certified Investment Advisor, her core focus is on financial markets and helping clients with their investment goals.
Sales Team Alignment
She has written about the importance of strategically aligning qualification and acquisition teams to enhance commercial success.
AI in Customer Service
From her time at Blip, she showed interest in leveraging AI to transform and improve digital channels for customer support and engagement.

Media Appearances

Barbåra has no verified media appearances

Work History

4-2025
Assessora de investimentos at Genial Investimentos
8-2024 - 4-2025
Business Development Representative at Blip
3-2023 - 5-2024
Account Manager at allu
1-2022 - 3-2023
Account Executive at allu
8-2021 - 12-2021
Sales Development Representative at allu

Education

1-2024 - 1-2026
Bacharelado from Estácio
Bacharelado from Centro Universitário Newton Paiva

More Information

Social Presence :

Prographics :

Exp : 11 Location : Belo Horizonte, Minas Gerais, Brazil Job Level : N/A Designation : Assessora de investimentos at Genial Investimentos
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Insights For Selling To Barbåra

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Barbåra is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Barbåra

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Barbåra move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Barbåra take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Barbåra

Personality Compatibility


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