Claudia Ponce Saldivar

Sharpshooter
DISC Type : CD

Senior Relationship Manager - Financial Institutions Head at Citi

Peru

Overview

Claudia Ponce Saldivar is the Vice President and Head of the Financial Institutions Group at Citibank Peru, where she leads client advisory and coverage. A graduate of Universidad de Lima with a Masters in Corporate Finance, she specializes in capital markets, fundraising, and providing complex hedging solutions.

She authored a column on the Peruvian Private Pension System for the inaugural edition of "The Corporate Reviews, " showcasing her thought leadership in local capital markets.

Personality Overview

Thorough Evaluator

Rigorous & Demanding

Fast But Analytical

They like to act fast and expect others to do the same.  More than the product, they care about the effectiveness of the product. They respond well to strong and respectful communication.

Topics They Care About

Capital Markets
Her role focuses on advising clients on capital market fundraising and hedging solutions, and she publicly supports developing Peru's capital markets.
Pension System Impact
Authored a column analyzing how private pension funds act as crucial institutional investors, highlighting their importance in the local capital markets.
Financial Institutions
As the head of the Financial Institutions Group, she provides expert advisory and comprehensive client coverage specifically for this sector.

Media Appearances

Claudia has no verified media appearances

Work History

1-2021
Senior Relationship Manager - Financial Institutions Head at Citi
8-2018 - 1-2021
Assistant Vice President at Citi
5-2015 - 7-2018
Relationship Manager - Global Subsidiaries Group at Citi
8-2011 - 1-2012
Sales and Structuring Intern at Citi
5-2010 - 12-2010
Research Intern at INTELIGO SAB

Education

2017 - 2018
Magíster en Finanzas Corporativas from Pacífico Business School
3-2006 - 6-2011
Bachelor of Business Administration - BBA from Universidad de Lima

More Information

Social Presence :

Prographics :

Exp : 12 Location : Peru Job Level : Middle Designation : Senior Relationship Manager - Financial Institutions Head at Citi
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Insights For Selling To Claudia

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Be respectful but crisp
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being too verbose
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Claudia is

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

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

Insights For Deal Planning

    How fast (or slow) will Claudia move?

  • They can take decisions very fast if you manage to convince them.
  • Can Claudia take some risk or not?

  • The risks don’t matter much to them.

You And Claudia

Personality Compatibility


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