Lizbeth Meza

Examiner
DISC Type : cs

Manager Onboard Markets at HSBC

Mexico City, Mexico

Overview

Lizbeth Meza is a Manager at HSBC specializing in client onboarding and case management within financial markets. She is focused on team leadership and creating efficient operational environments to support market activities.

Based on her public activity, she values self-awareness and understanding different personality types. She is also focused on the importance of connection and communication in building strong professional relationships.

She is a vocal advocate for modern leadership built upon a foundation of trust, transparency, and congruence.

Personality Overview

Process Oriented

Tough To Convince

Status Quo Seeker

Being observant comes to them naturally.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Modern Leadership
Believes today's leaders must build environments founded on trust, transparency, and congruence to be successful.
Client Onboarding
Her career at HSBC has been focused on managing and improving the client onboarding process in financial markets.
Building Trust
Emphasizes creating trust and fostering important conversations as core components of effective team environments.

Media Appearances

Lizbeth has no verified media appearances

Work History

9-2021
Manager Onboard Markets at HSBC
6-2018 - 9-2021
Onboarding Case Manager at HSBC
2-2015 - 6-2018
Manager Case Management at HSBC

Education

Lizbeth has no verified education history

More Information

Social Presence :

Prographics :

Exp : 11 Location : Mexico City, Mexico Job Level : Middle Designation : Manager Onboard Markets at HSBC
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Insights For Selling To Lizbeth

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lizbeth is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Lizbeth

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Lizbeth move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Lizbeth take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Lizbeth

Personality Compatibility


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