Jose Luis Muñoz

Critic
DISC Type : C

Executive Director Sustainability & Investor Relations at Grupo Financiero Banorte

Álvaro Obregón, Mexico City, Mexico

Overview

Jose has no verified overview

Personality Overview

Information Seeker

Precise

ROI Driven

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Jose has no verified topics they care about

Media Appearances

Jose has no verified media appearances

Work History

3-2022
Executive Director Sustainability & Investor Relations at Grupo Financiero Banorte
11-2017 - 3-2022
Director - Investor Relations at Grupo Financiero Banorte
2-2024
Member of Banking Board at United Nations Environment Programme Finance Initiative (UNEP FI)
2-2022
Steering Group Member, Net Zero Banking Alliance (NZBA) at United Nations Environment Programme Finance Initiative (UNEP FI)
2-2022
Taskforce Member at Taskforce on Nature-related Financial Disclosures (TNFD)

Education

12-2023 - 12-2023
Authentic Leader Development from Harvard Business School Executive Education
2003 - 2005
MBA from University of Rochester - Simon Business School

More Information

Social Presence :

Prographics :

Exp : 10 Location : Álvaro Obregón, Mexico City, Mexico Job Level : Senior Designation : Executive Director Sustainability & Investor Relations at Grupo Financiero Banorte
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Insights For Selling To Jose Luis

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jose Luis is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Jose Luis

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Jose Luis move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jose Luis take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jose Luis

Personality Compatibility


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