CARLOS ANDRES ORTIZ GUTIERREZ

Critic
DISC Type : C

Vice President Client Experience Manager at HSBC

Mexico City, Mexico

Overview

Carlos is a Vice President at HSBC with over 15 years of experience in the financial sector, specializing in corporate client experience and financial crime compliance. He holds a Masters degree from UNAM and is fluent in Spanish, English, and Portuguese. He also serves as a university professor.

Outside of his finance career, Carlos is a passionate fan of the Buffalo Bills NFL team. He recently traveled to Buffalo to watch them play, a trip that happily coincided with a visit to his companys US office located in the same city.

He is a vocal advocate for Diversity and Inclusion and holds certifications in Fraud Prevention and Cybersecurity.

Personality Overview

Precise

Negotiator

ROI Driven

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Corporate Client Relations
As VP of Client Experience, he manages relationships with HSBC's top-tier corporate clients and their global subsidiaries, focusing on resolving their needs.
Financial Crime Prevention
Previously worked as a Compliance Manager focused on anti-money laundering, sanctions, and counter-terrorism financing. He is certified in Fraud Prevention.
Diversity & Inclusion
His professional headline explicitly identifies him as a "Diversity & Inclusion Advocate, " indicating this is a core professional value.

Media Appearances

CARLOS has no verified media appearances

Work History

11-2023
Vice President Client Experience Manager at HSBC
1-2022 - 10-2023
Compliance Manager WPB at HSBC
5-2018 - 4-2022
Docente Finanzas y Administración at IUCAAAREM
9-2017 - 3-2020
Business Assistant at Citibanamex
12-2006 - 11-2015
Asesor OSC Global & Commercial Banking at HSBC

Education

2-2011 - 12-2013
Maestro en Administración en Negocios Internacionales from UNAM
2-2004 - 2-2006
Licenciatura en Administración from Escuela Bancaria y Comercial

More Information

Social Presence :

Prographics :

Exp : 17 Location : Mexico City, Mexico Job Level : Senior Designation : Vice President Client Experience Manager at HSBC
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Insights For Selling To CARLOS ANDRES

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CARLOS ANDRES is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from CARLOS ANDRES

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will CARLOS ANDRES move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can CARLOS ANDRES take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And CARLOS ANDRES

Personality Compatibility


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