Martha Muñoz

Questioner
DISC Type : c

Subdirector at Scotiabank

Naucalpan de Juárez, México, Mexico

Overview

Martha Muñoz is a Subdirector at Scotiabank, focusing on the operation and management of the insurance portfolio. Her career showcases expertise in Management Information Systems (MIS) and process control at companies like American Express and AlphaCredit. She is a graduate of the Universidad del Valle de México.


Martha was a recipient of the "Best of the Best 2023" award at Scotiabank, recognizing her outstanding performance.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to do thorough analysis of any situation. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Insurance Portfolio Management
Her current role as Subdirector directly involves the operation and management of Scotiabank's insurance portfolio.
Process Optimization
Previously designed, implemented, and controlled the entire origination macro-process at Consubanco, focusing on business rules and quality assurance.
Management Information Systems
Held key MIS roles at both American Express and AlphaCredit, responsible for creating reports, budgets, and forecasts for senior leadership.

Media Appearances

Martha Muñoz - Subdirector at Scotiabank Chile - The Org. Featured in The Org

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Work History

10-2016
Subdirector at Scotiabank
6-2013 - 5-2015
Gerente de MIS at AlphaCredit Capital (México)
4-2012 - 6-2013
Coordinadora de Control de Gestión at Consubanco S.A. Institución de Banca Múltiple
5-2009 - 4-2012
Analista de Informacion at Consubanco S.A. Institución de Banca Múltiple
6-2006 - 5-2009
MIS at American Express

Education

2000 - 2006
Licenciada from Universidad del Valle de México
Education details unavailable from Universidad del Valle de México

More Information

Social Presence :

Prographics :

Exp : 23 Location : Naucalpan de Juárez, México, Mexico Job Level : N/A Designation : Subdirector at Scotiabank
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Insights For Selling To Martha

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Martha 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 Martha

  • 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 Martha move?

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

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Martha

Personality Compatibility


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