Zahid García

Evaluator
DISC Type : CSD

Senior Investment Analyst at Allianz México

Mexico City, Mexico

Overview

Zahid García is an Investment Analyst at Allianz México with expertise in financial analysis and derivative products. He graduated with merit from Tecnológico de Monterrey and holds multiple AMIB certifications, including "Developer and Operator of Derivative Products" and "Investment Advisor", underscoring his technical proficiency.

Outside of his primary role, Zahid is committed to continuous learning, recently completing courses in Power BI and the business applications of ChatGPT. This demonstrates a proactive interest in leveraging new technologies and data analytics for professional development and staying current with industry trends.

He was recognized by UC Berkeley for his participation in the "Leadership Program for Tec Ambassadors at Silicon Valley".

Personality Overview

Hard To Convince

Quality Focused

Thorough Evaluator

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Investment Strategies
He is a certified Investment Advisor (AMIB 3) and an official Investment Strategy Advisor (Serie 210), focusing on designing and optimizing investment approaches.
Derivative Products
Certified as a Developer and Operator of Derivative Products, he has practical experience designing hedging strategies from his time at Penoles Industries.
AI in Business
He has shown interest in the practical application of AI by taking courses on using ChatGPT for business and sharing content on prompt engineering.

Media Appearances

Zahid has no verified media appearances

Work History

3-2026
Senior Investment Analyst at Allianz México
5-2024 - 3-2026
Semi - Senior Investment Analyst at Allianz México
7-2020 - 5-2024
Junior Investment Analyst at Allianz México
1-2019 - 5-2019
Semestre de Prácticas: Instrumentos Derivados at Penoles Industries
8-2017 - 7-2018
Tec Ambassador at Tecnológico de Monterrey

Education

2016 - 2020
Licenciatura from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 6 Location : Mexico City, Mexico Job Level : Middle Designation : Senior Investment Analyst at Allianz México
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Insights For Selling To Zahid

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Zahid is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Zahid

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Zahid move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Zahid take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Zahid

Personality Compatibility


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