Akshay Puri

Captain
DISC Type : DS

SR. EVP - Head (Product-Tech Solutions) at Nuvama Wealth

Mumbai, Maharashtra, India

Overview

Akshay Puri is a senior executive with over 23 years of experience specializing in capital markets, equities, and team management. As SR. EVP - Head (Product-Tech Solutions) at Nuvama Wealth, he leads the implementation of integrated digital ecosystems. He holds an MBA from the Institute Of Marketing and Management.

Akshay is committed to building reliable, secure, and thoughtfully designed applications, believing that quality fosters long-term success. Colleagues describe him as someone who inspires people to the next level and an ideal teammate due to his forward-thinking approach. He is also noted as being a caring person.

He is known for seeking "orbit changing interventions" and seeing beyond current challenges to work towards future goals.

Personality Overview

Long-Term Thinker

Consummate Professional

Planner & Achiever

They are very professional in their approach and can weigh multiple perspectives together.  Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Digital Ecosystems
He leads the implementation of digital platforms for customer onboarding, lead management, CRM solutions, and portfolio reporting at Nuvama Wealth.
Customer Experience
His professional focus is on bridging user needs with business goals to deliver operational excellence and create transformative customer experiences.
Service Accountability
He has publicly expressed his belief in being accountable for service quality, stating, "we choose to be accountable for it. Because we take it personally. "

Media Appearances

Akshay has no verified media appearances

Work History

4-2024
SR. EVP - Head (Product-Tech Solutions) at Nuvama Wealth
2-2023 - 9-2024
EVP- Head (Product-Tech Solutions) at Nuvama Wealth
4-2021 - 2-2023
EVP - Head (Product-Tech Solutions) at Edelweiss Wealth Management
10-2018 - 4-2021
SVP - Head of Products & Customer Engagement & Analytics at Edelweiss Wealth Management
10-2016 - 10-2018
VP - Product Head (Wealth), Cust. Engagement/Analytics & Learning & Dev. at Edelweiss Financial Services Limited

Education

1997 - 1999
MBA from Institute Of Marketing and Management
1994 - 1997
BBM from Bangalore University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : SR. EVP - Head (Product-Tech Solutions) at Nuvama Wealth
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Insights For Selling To Akshay

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Akshay is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Akshay

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Akshay move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Akshay take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Akshay

Personality Compatibility


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