Beatriz Helena Gamboa Rodriguez

Questioner
DISC Type : c

Gerente de cuenta pyme at Banco AV Villas

Bogota, D.C., Capital District, Colombia

Overview

Beatriz Helena is a SME Account Manager at Banco AV Villas with over nine years of experience in the Colombian banking sector, including roles at BBVA and Banco de Bogotá. Specializing in financial analysis and commercial management for business portfolios, she holds a Masters in International Administration from Politécnico Grancolombiano.

She is a determined and resilient professional, passionate about her journey as a woman in the banking industry. Having started her career at 19, she worked multiple jobs to support herself while studying, and she is committed to building genuine, trust-based relationships with clients through a human-centric approach.

Unique fact: She began building her professional career at just 19 years old, working and studying simultaneously to forge her own path in finance.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They are more likely than others to negotiate on pricing and terms.  They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

SME Financial Growth
Her current role focuses on managing SME portfolios, applying financial analysis and creating personalized solutions to drive client growth and profitability.
Women in Banking
She has proudly shared her personal story of overcoming challenges and building a successful career as a woman in a demanding industry.
Human-centric Banking
Advocates for a more human and transformative banking model, emphasizing trust and genuine accompaniment as the foundation of client relationships.

Media Appearances

Beatriz has no verified media appearances

Work History

11-2025
Gerente de cuenta pyme at Banco AV Villas
9-2025 - 12-2025
Gerente empresarial at BBVA en Colombia
11-2015 - 7-2025
GERENTE DE CUENTA at Banco de Bogotá

Education

7-2024 - 12-2026
MASTER ADMINISTRACION INTERNACIONAL from Politécnico Grancolombiano
8-2024 - 8-2026
Maestría from Politécnico Grancolombiano

More Information

Social Presence :

Prographics :

Exp : 9 Location : Bogota, D.C., Capital District, Colombia Job Level : N/A Designation : Gerente de cuenta pyme at Banco AV Villas
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Insights For Selling To Beatriz Helena

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beatriz Helena is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Beatriz Helena

  • 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 Beatriz Helena move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Beatriz Helena take some risk or not?

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


You And Beatriz Helena

Personality Compatibility


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