Sergio Luis Sojo Tapias

Inspirer
DISC Type : id

Ejecutivo Especializado Hipotecario at Banco AV Villas

Barranquilla, Atlántico, Colombia

Overview

Sergio Luis Sojo Tapias is an accomplished professional with 12 years of experience in the financial sector, specializing in high-level management and portfolio growth. He excels in building strong client relationships and achieving commercial objectives. He holds a postgraduate degree from Universidad Autónoma del Caribe.

Sergio demonstrates a keen interest in major companies like Amazon and ManpowerGroup. His professional journey reflects a focus on strategic financial planning and client management within banking.

His expertise spans across various banking roles, from commercial advisory to specialized mortgage services.

Personality Overview

Fast Adopter

Generous

Charming & Persuasive

They respond well to objective pitches but also attach some value to relationships.  They don’t mind taking a stand if they believe in something. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Financial Portfolio Management
Sergio has extensive experience in managing and growing preferred client portfolios, including significant asset and liability volumes, across multiple financial institutions.
Client Relationship Building
His career highlights strong capabilities in establishing and maintaining solid, lasting relationships with clients in the financial sector.
Commercial Strategy & Sales
Sergio is recognized as a strategist in negotiations and commercial closures, consistently meeting and exceeding production goals in banking.

Media Appearances

Sergio has no verified media appearances

Work History

4-2025
Ejecutivo Especializado Hipotecario at Banco AV Villas
7-2022 - 2-2025
Ejecutivo Comercial Personal Bank at Itaú Unibanco
2-2021 - 3-2022
Banker Comercial - Ejecutivo Renta Alta at Scotiabank Colpatria
12-2016 - 2-2021
Asesor Comercial at Scotiabank Colpatria
1-2013 - 9-2016
Asesor Integral II at Bancolombia

Education

3-2018 - 6-2019
Posgrado from Universidad Autónoma del Caribe

More Information

Social Presence :

Prographics :

Exp : N/A Location : Barranquilla, Atlántico, Colombia Job Level : N/A Designation : Ejecutivo Especializado Hipotecario at Banco AV Villas
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Insights For Selling To Sergio Luis

During A Call Or A Meeting

DO's

  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Acknowledge their status and position during the conversation
  • Clearly address the competitive aspects

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sergio Luis is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Sergio Luis

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Sergio Luis move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Sergio Luis take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Sergio Luis

Personality Compatibility


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