Diego H.

Critic
DISC Type : C

Operations Manager at HSBC

Mexico City, Mexico

Overview

Diego is an Operations Manager at HSBC with 16 years of experience in banking and risk control, specializing in serving the banks elite customers, including wealth management clients and C-suite executives. A graduate of the Instituto Politécnico Nacional, he is described by colleagues as responsible and focused on meeting objectives.

His unique background includes serving as an Ombudsman Advisory, where he managed and resolved customer claims for financial regulators.

Personality Overview

Precise

Negotiator

ROI Driven

They are quite likely to negotiate on pricing or other key terms.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

High-Value Client Ops
His current role focuses on providing specialized operational solutions for HSBC's Premier and Global Private Bank elite customers.
Financial Risk & Regulation
He has extensive experience in risk control and has managed customer claims directly involving financial regulators like CONDUSEF.
Diversity & Balance
Holds a certification as a "Balance & Diversity Advocate", indicating an interest in promoting an equitable professional environment.

Media Appearances

Diego has no verified media appearances

Work History

12-2017
Operations Manager at HSBC
6-2012 - 11-2017
Ombudsman Advisory at HSBC
12-2009 - 5-2012
Card Services LAM at HSBC

Education

2007 - 2011
Licenciatura from Instituto Politécnico Nacional
2012 - 2012
Diplomatura from Escuela Bancaria y Comercial

More Information

Social Presence :

Prographics :

Exp : 16 Location : Mexico City, Mexico Job Level : Middle Designation : Operations Manager at HSBC
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Insights For Selling To Diego

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be formal and objective, they will appreciate it more
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t rush them till they have clearly gotten all the necessary information
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Diego is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Diego

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Diego move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Diego take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Diego

Personality Compatibility


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