Edly Mortera

Sharpshooter
DISC Type : CD

Subdirector comercial at Serfimex Capital

Mérida, Yucatán, Mexico

Overview

Edly Mortera is an experienced Regional Sales Director at Serfimex Capital specializing in bridge loans, leasing, and renewable energy financing. A graduate of Tecnológico de Monterrey, she has a strong background in financial services, sales, and market research. Colleagues have praised her leadership, strategic vision, and results-oriented approach.


She authored a publication on the social factors driving the success of pawnshops in the Mexican market.

Personality Overview

Rigorous & Demanding

Fast But Analytical

Precise But Practical

They like to move fast and expect the same from others.  They respond better to strong and respectful interactions. They are not always relationship oriented.

Topics They Care About

Renewable Energy Finance
Her role at Serfimex Capital specifically includes financing for photovoltaic panels and energy storage systems, highlighting a focus on green energy solutions.
Real Estate Projects
Specializes in bridge loans for developers and recently earned a diploma in Strategic Management of Real Estate Projects, showing deep industry knowledge.
Credit Market Analysis
Authored a publication analyzing the success of pawnshops due to credit market gaps, demonstrating an interest in market dynamics and alternative finance.

Media Appearances

Edly has no verified media appearances

Work History

10-2023
Subdirector comercial at Serfimex Capital
2-2016 - 10-2023
Directora de Promoción de Crédito Puente at Metrofinanciera
1-2013 - 1-2016
Valuation and Allocation VP at Secured Assets Yield Corporation Limited
6-2011 - 12-2012
Portfolio Allocation Manager at Secured Assets Yield Corporation Limited
6-2010 - 6-2011
Relationship Manager CMB at HSBC

Education

2005 - 2010
LAF from Tecnológico de Monterrey
2008 - 2008
Bachelor in Financial Management from HEC Montréal

More Information

Social Presence :

Prographics :

Exp : 17 Location : Mérida, Yucatán, Mexico Job Level : N/A Designation : Subdirector comercial at Serfimex Capital
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Insights For Selling To Edly

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Refer to testimonials from well-known industry leaders
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edly is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Edly

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Edly move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Edly take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Edly

Personality Compatibility


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