Jorge Lopes Santos

Questioner
DISC Type : c

CRO - Diretor de Supervisão e Riscos at Sicoob São Paulo

Bebedouro, São Paulo, Brazil

Overview

Jorge Lopes Santos is the CRO and Director of Supervision and Risks at Sicoob São Paulo, where he oversees 14 cooperatives with assets totaling over R$30 billion. He holds an MBA from FUNDACE and is a certified Audit Committee Member by the IBGC.

He spearheaded the creation of the first postgraduate program in Brazil focused on Governance, Risk, and Compliance (GRC) specifically for credit cooperatives.

Personality Overview

Not Easily Convinced

Systematic

Cautious & Analytical

They prefer to fully evaluate every situation.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

GRC for Cooperatives
He launched a pioneering postgraduate program in Governance, Risk, and Compliance tailored for credit cooperatives, demonstrating a commitment to advancing the sector's expertise.
Internal Controls
He has authored articles on the importance of the 'First Line of Defense', showing a focus on building robust internal control and risk management frameworks.
Professional Certification
He proudly achieved his IBGC certification for Audit Committee Members, highlighting his dedication to continuous learning and professional excellence in governance.

Media Appearances

Jorge has no verified media appearances

Work History

8-2021
CRO - Diretor de Supervisão e Riscos at Sicoob São Paulo
2-2020 - 8-2021
Gerente de BackOffice at Sicoob Credicitrus
1-2019
Conselheiro Deliberativo at Fundação Sicoob de Previdência
1-2018 - 2-2020
Gerente de Controles Internos, Riscos e Compliance at Sicoob Credicitrus
1-2018 - 2-2020
Membro do Comitê de Continuidade de Negócios e Gestão de Crises at Sicoob Credicitrus

Education

2008 - 2009
MBA from FUNDACE - Fundação para pesquisa e desenvolvimento da adm, contab e economia
2005 - 2006
MBA from FUNDACE - Fundação para pesquisa e desenvolvimento da adm, contab e economia

More Information

Social Presence :

Prographics :

Exp : 25 Location : Bebedouro, São Paulo, Brazil Job Level : N/A Designation : CRO - Diretor de Supervisão e Riscos at Sicoob São Paulo
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Insights For Selling To Jorge

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • 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

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jorge is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jorge

  • 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 Jorge move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jorge take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Jorge

Personality Compatibility


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