Jose Manuel Barbosa R

Evaluator
DISC Type : Scd

Director Genaral Adjunto Operaciones at Scotiabank

Mexico City, Mexico

Overview

Jose Manuel Barbosa R. is the Director General Adjunto of Operations at Scotiabank, overseeing consumer banking, corporate and financial markets, fraud prevention, and real estate. He has a strong background in auditing and treasury operations.

He holds a Doctorate from Universidad Anáhuac Mexico Norte and specializes in Anti-Money Laundering and Counter-Terrorist Financing. He actively participates in financial industry forums and events.

Jose Manuel recently participated in the #ForoProsa 2025, discussing fraud prevention and strengthening digital ecosystems.

Personality Overview

Thorough Evaluator

Fast But Analytical

Hard To Convince

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

Topics They Care About

Fraud Prevention
Actively participates in forums and symposiums on fraud and financial crime, emphasizing secure digital transactions.
Financial Operations
Responsible for critical operational areas at Scotiabank, including consumer, corporate, and financial market operations.
Digital Transformation
Leads initiatives to transform banking operations to enhance customer service and efficiency.

Media Appearances

Jose has no verified media appearances

Work History

6-2019
Director Genaral Adjunto Operaciones at Scotiabank
10-2013 - 5-2019
Directo Auditoria at Scotiabank
6-2011 - 9-2013
Director Operacion Tesoreria y Mercados Financieros at Scotiabank
6-2002 - 5-2011
Asocciate Director GBM at Scotiabank

Education

2013 - 2016
Doctorado from Universidad Anáhuac Mexico Norte
2017 - 2020
Especialista en Prevención de Lavado de Dinero y Financiamiento al Terrorismo from ACAMS

More Information

Social Presence :

Prographics :

Exp : 23 Location : Mexico City, Mexico Job Level : Mid-senior Designation : Director Genaral Adjunto Operaciones at Scotiabank
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Insights For Selling To Jose Manuel

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • 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 Manuel is

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

  • 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 Manuel move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jose Manuel 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 Manuel

Personality Compatibility


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