Marco Antonio Delgado Lezama

Questioner
DISC Type : c

Digital Specialist at Santander

Tultitlán, México, Mexico

Overview

Marco Antonio Delgado Lezama is a seasoned private banker with extensive experience at institutions like BBVA, Santander, and HSBC. He specializes in managing investment portfolios, developing client relationships, and selling financial products. He is also certified by the AMIB as an Investment Strategy Advisor.

He has a proven ability to lead and develop personnel, having trained new and existing staff on financial products and systems at multiple organizations. His background includes coordinating sales teams and establishing new processes from scratch.

His social media activity indicates he is actively seeking new career challenges, specifically targeting management or sales coordination roles.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to fully evaluate every situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Management
His career is centered on private banking roles, focusing on attracting and managing portfolios for high-value clients at institutions like BBVA and Santander.
Investment Strategies
He holds a certification as an "Asesor en Estrategias de Inversión" from AMIB, underpinning his professional experience in managing client investments.
Sales Team Development
His background includes coordinating sales teams, creating processes from the ground up, and consistently training staff on new and existing financial products.

Media Appearances

Marco has no verified media appearances

Work History

Digital Specialist at Santander
Account Executive at Intercam Banco
Banquero Patrimonial at BBVA
Sales Coordinator at Grupo DIAM
Quality Supervisor at HSBC Mexico SA OBM Div Fid

Education

2012 - 2015
Licenciatura from Universidad ETAC
Asesor en Estrategias de Inversión from AMIB

More Information

Social Presence :

Prographics :

Exp : N/A Location : Tultitlán, México, Mexico Job Level : Junior Designation : Digital Specialist at Santander
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Insights For Selling To Marco Antonio

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marco Antonio is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Marco Antonio

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Marco Antonio move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Marco Antonio take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Marco Antonio

Personality Compatibility


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