Marcelo De Castro, CFA

Sharpshooter
DISC Type : CD

CEO at Efex Finance

São Paulo, São Paulo, Brazil

Overview

Marcelo has no verified overview

Personality Overview

ROI Driven

Rigorous & Demanding

Fast But Analytical

They do not care very much about building rapport or relationships.  They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

Topics They Care About

Marcelo has no verified topics they care about

Media Appearances

Marcelo has no verified media appearances

Work History

3-2018
CEO at Efex Finance
4-2010 - 3-2018
Derivatives Sales & Structuring at Grupo Santander Brasil
1-2007 - 12-2009
Analista de crédito sênior at Banco Fibra

Education

2002 - 2006
Bacharelado em Administração from FAAP - Fundação Armando Alvares Penteado
2009 - 2011
MBA from Escola Politécnica da USP

More Information

Social Presence :

Prographics :

Exp : 18 Location : São Paulo, São Paulo, Brazil Job Level : Leadership Designation : CEO at Efex Finance
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Insights For Selling To Marcelo

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marcelo is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Marcelo

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Marcelo move?

  • If convinced, they can reach decisions quite fast.
  • Can Marcelo take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Marcelo

Personality Compatibility


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