Talita Gomes

Critic
DISC Type : C

Head of Sales - Private Clients at Banco Daycoval

Greater São Paulo Area, Brazil

Overview

Talita Gomes is a senior financial executive focused on investment sales for private and corporate clients. Her career includes leadership roles as Head of Sales at Banco Daycoval and Safra Asset Management. She holds a PGPX for Executives from UCLA and is a Certified Financial Planner (CFP), skilled in strategy and business development.

Her professional focus is on driving results through dedication and teamwork. She publicly celebrates team and company achievements, expressing pride in their collective success and underscoring a belief that serious, dedicated work is the foundation of significant accomplishments.

She was responsible for creating the entire investment advisory area for Safra Bank in Brazil.

Personality Overview

Precise

Critic

Objective Thinker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Topics They Care About

Investment & Advisory
Her entire career is focused on financial advisory and managing investment products for a high-value clientele.
Sales Team Leadership
She has held multiple 'Head of Sales' and superintendent roles, with responsibility for coordinating teams, goals, and strategies.
Private & Corporate Wealth
Her title and experience at Banco Daycoval and Safra are specifically focused on serving private and corporate clients' investment needs.

Media Appearances

Talita has no verified media appearances

Work History

4-2018
Head of Sales - Private Clients at Banco Daycoval
5-2012 - 3-2018
Head of Sales Asset Management at Safra Asset Management
7-2011 - 5-2012
Superintendente de Captação at Banco Pine
3-2006 - 7-2011
Gerente Regional de Investimentos at Safra

Education

11-2021 - 12-2022
PGPX - Post Fraduate Program for Executives from UCLA
2004 - 2006
Postgraduation in Business Economics - FGV SP from FGV - Fundação Getulio Vargas

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater São Paulo Area, Brazil Job Level : Mid-senior Designation : Head of Sales - Private Clients at Banco Daycoval
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Insights For Selling To Talita

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Talita is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Talita

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Talita move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Talita take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Talita

Personality Compatibility


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