Rita California

Questioner
DISC Type : c

Head of Collections and Recoveries at BBVA en México

Mexico

Overview

A seasoned financial leader at BBVA en México, currently serving as the Head of Collections and Recoveries. With an MBA from Tecnológico de Monterrey, they have an extensive background in financial planning and analysis and a strong focus on applying AI to improve business outcomes.

They were a finalist in BBVAs internal "Brainn Challenge" for a project that applied artificial intelligence to collections and recovery processes.

Personality Overview

Value Seeker

Not Easily Convinced

Cautious & Analytical

They are more likely than others to negotiate on pricing and terms.  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

AI in Collections
Actively exploring AI trends at conferences like Convecob and applying these concepts in internal competitions to innovate the collections and recovery process.
Continuous Learning
Demonstrates a commitment to professional development by pursuing certifications in AI and leadership from institutions like Tecnológico de Monterrey, MIT, and IPADE.
Financial Planning
Previously led financial planning and analysis at BBVA, focusing on providing high-quality financial information and strategic analysis to support executive decision-making.

Media Appearances

Rita has no verified media appearances

Work History

12-2023
Head of Collections and Recoveries at BBVA en México
7-2018 - 4-2024
Head of Financial Planning and Analysis at BBVA en México
Head of Expenses and Investment Projects at BBVA en México
Head of Financial Planning Retail Banking at BBVA en México
Head of Business Analysis - Consumer Finance at BBVA en México

Education

2003 - 2005
Master of Business Administration - MBA from Tecnológico de Monterrey
1998 - 2002
Lic. Administración Financiera from Instituto Tecnológico y de Estudios Superiores de Monterrey

More Information

Social Presence :

Prographics :

Exp : 7 Location : Mexico Job Level : Mid-senior Designation : Head of Collections and Recoveries at BBVA en México
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Insights For Selling To Rita

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rita is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Rita

  • 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 Rita move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Rita take some risk or not?

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

You And Rita

Personality Compatibility


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