Martha Elena Bernal R.

Examiner
DISC Type : cs

Gerente de oficina at Banco Caja Social

Bogota, D.C., Capital District, Colombia

Overview

Martha Elena Bernal R. is a Branch Manager at Banco Caja Social with extensive experience in the banking sector, including roles at Banco AV Villas and Colpatria. She focuses on achieving commercial objectives and providing professional advisory services. She holds a specialization in Marketing Management from Politécnico Grancolombiano and completed a PID at INALDE Business School.

She is dedicated to understanding the unique needs of her clients to help them achieve their financial goals. Martha works to build long-term relationships and ensure an impeccable customer experience, going beyond client expectations to offer valuable recommendations and support.

Her core challenge is to add value beyond client expectations through deep market knowledge.

Personality Overview

Overcautious

Unexpressive

Late Adopter

The only way to convince them is by showing them examples and ample proof.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Client Financial Success
Her professional focus is on advising clients to make the best decisions to resolve their unique financial needs and achieve their goals.
Long-Term Relationships
She emphasizes strengthening long-term client relationships as a cornerstone of her advisory role, ensuring trust and impeccable service from start to finish.
Sales Management
As a manager, she is responsible for the achievement of objectives, guaranteeing adequate management of sales and customer service.

Media Appearances

Martha has no verified media appearances

Work History

3-2013
Gerente de oficina at Banco Caja Social
11-2008 - 2-2013
Gerente de oficina at Banco AV Villas
8-2004 - 7-2008
Ejecutivo Class at Colfondos S.A.
8-2002 - 8-2004
Ejecutivo de ventas at Colpatria Multibanca del Grupo Scotiabank

Education

2020 - 2021
PID from INALDE Business School
Especialista en Gerencia de Mercadeo from Politécnico Grancolombiano

More Information

Social Presence :

Prographics :

Exp : 22 Location : Bogota, D.C., Capital District, Colombia Job Level : N/A Designation : Gerente de oficina at Banco Caja Social
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Insights For Selling To Martha Elena

During A Call Or A Meeting

DO's

  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Martha Elena 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 Martha Elena

  • 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 Martha Elena move?

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

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

You And Martha Elena

Personality Compatibility


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