Erick De Carvalho

Questioner
DISC Type : c

Diretor Operaçoes e Serviços ao Mercado de Capitais at Banco Daycoval

Greater São Paulo Area, Brazil

Overview

Erick de Carvalho is the Director of Operations and Capital Markets Services at Banco Daycoval, leveraging extensive experience from leadership roles at Santander Brasil and Citibank. Educated at Insper and FGV, he has a strong background in investment funds, investor services, and fostering innovation within the financial sector.

Erick emphasizes building success through strong relationships with clients, partners, and employees, believing a positive team culture is paramount. He holds a notable appreciation for São Paulo, celebrating its unique character and global standing in his public commentary.

He once directed an incubator for new payment methods and customer relationship projects at Valemobi S/A.

Personality Overview

Value Seeker

Systematic

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Fiduciary Services
As a director at Banco Daycoval and a member of ANBIMA's Fiduciary Services Forum, he is an expert in the field.
Credit Governance
He has spoken on podcasts about best practices in the acquisition, monitoring, and marking of private credit assets in fund portfolios.
Corporate Culture
He publicly states that a company's success is built on valuing relationships with clients, partners, and all employees equally.

Media Appearances

Erick has no verified media appearances

Work History

7-2019
Diretor Operaçoes e Serviços ao Mercado de Capitais at Banco Daycoval
2-2016 - 3-2019
Director Executivo at Santander Brasil
6-2015 - 1-2016
Diretor at Valemobi S/A
11-2010 - 8-2014
Diretor Executivo at Citibank
7-2002 - 11-2010
Senior Product Manager at Citibank

Education

2004 - 2006
Master's degree from Insper Instituto de Ensino e Pesquisa
2003 - 2004
Banking from FGV - Fundação Getulio Vargas

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater São Paulo Area, Brazil Job Level : N/A Designation : Diretor Operaçoes e Serviços ao Mercado de Capitais at Banco Daycoval
URL has been copied!

Insights For Selling To Erick

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Tell them that you will come back if you don’t have a good answer for a question
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erick 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 Erick

  • 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 Erick move?

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

  • Can Erick take some risk or not?

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


You And Erick

Personality Compatibility


Other Banco Daycoval Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.