Jose Lomelí.

Evaluator
DISC Type : scd

Business Development Manager at Deaglo

Álvaro Obregón, Mexico City, Mexico

Overview

Jose Lomelí is a Business Development Manager at Deaglo with over seven years of commercial experience. Holding an MBA in Finance from Universidad de Negocios ISEC, he specializes in FX hedging strategies and financial risk mitigation for corporate entities and investment funds, helping them optimize financial results.

He shows a deep engagement with his field by attending industry forums on topics like decentralized finance and Mexican unicorn companies. This reflects a commitment to continuous learning and staying ahead of market trends that impact the financial technology sector.

He believes the financial system isnt just being digitized; its being fundamentally rebuilt from its foundations.

Personality Overview

Thorough Evaluator

Hard To Convince

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

FX Risk Mitigation
Helps corporate treasury and finance departments manage currency risk and secure profit margins through tailored hedging strategies.
Fintech Disruption
Actively follows the evolution of decentralized finance, believing it is fundamentally reconstructing the traditional financial system.
Mexican Startups
Attended a forum on Mexican unicorns at ITAM, showing an interest in the national startup ecosystem and its role in financial inclusion.

Media Appearances

Jose has no verified media appearances

Work History

3-2025
Business Development Manager at Deaglo
7-2022 - 3-2025
Executive at MONEX GRUPO FINANCIERO

Education

1-2022 - 6-2023
Master of Business Administration - MBA from Universidad de Negocios ISEC
7-2017 - 12-2022
Licenciatura en administracion from Universidad de Negocios ISEC

More Information

Social Presence :

Prographics :

Exp : 3 Location : Álvaro Obregón, Mexico City, Mexico Job Level : Middle Designation : Business Development Manager at Deaglo
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Insights For Selling To Jose

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jose

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jose move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jose take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jose

Personality Compatibility


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