Martha Elena Retamoza Beltrán

Doer
DISC Type : sd

Asesor bancario at BANCO MONEX, S.A. INSTITUCIÓN DE BANCOS MUILTIPES MONEX GRUPO FINSNCIERO

Zapopan, Jalisco, Mexico

Overview

Asesora financiera con más de 9 años de experiencia en banca corporativa en Banco Monex. Se especializa en la compra-venta de divisas, gestión de transferencias y asesoramiento sobre productos para optimizar la carga administrativa y capitalizar la volatilidad del mercado para sus clientes empresariales.

Demuestra un gran interés por el análisis macroeconómico, particularmente en cómo las tensiones comerciales y los aranceles impactan los mercados de divisas. Sigue activamente las tendencias del tipo de cambio, compartiendo análisis y perspectivas sobre la paridad peso-dólar para mantener informados a sus clientes.

Se enfoca en diseñar portafolios de derivados personalizados para proteger las operaciones y la utilidad de los inventarios de sus clientes.

Personality Overview

Long-term Focused

Fast-paced

Deliberate Doer

They exhibit a rare combination of being result-oriented but patient at the same time.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Gestión de Divisas
Su rol se centra en la compra-venta de divisas y el seguimiento de tipos de cambio para clientes corporativos, buscando precios proyectados específicos.
Reducción de Riesgo
Asesora sobre el uso de derivados y portafolios personalizados para proteger las operaciones y la utilidad de los inventarios contra la volatilidad cambiaria.
Eficiencia de Tesorería
Promueve activamente productos, como la cuenta digital de Monex, para disminuir la carga administrativa en los departamentos de tesorería de sus clientes.

Media Appearances

Martha has no verified media appearances

Work History

Asesor bancario at BANCO MONEX, S.A. INSTITUCIÓN DE BANCOS MUILTIPES MONEX GRUPO FINSNCIERO
10-2019
Banca empresarial at BANCO MONEX
10-2019
Asesor financiero at MONEX GRUPO FINANCIERO

Education

Martha has no verified education history

More Information

Social Presence :

Prographics :

Exp : 6 Location : Zapopan, Jalisco, Mexico Job Level : N/A Designation : Asesor bancario at BANCO MONEX, S.A. INSTITUCIÓN DE BANCOS MUILTIPES MONEX GRUPO FINSNCIERO
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Insights For Selling To Martha Elena

During A Call Or A Meeting

DO's

  • Focus on the results that your product produces, expect some strategic questions in return
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Martha Elena is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Martha Elena

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Martha Elena move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Martha Elena take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Martha Elena

Personality Compatibility


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