Akshay Tiwari

Judge
DISC Type : Dc

Vice President at Kotak Investment Advisors Ltd

Mumbai, Maharashtra, India

Overview

Akshay Tiwari is a Vice President at Kotak Investment Advisors, specializing in advising corporate treasuries, family offices, and UHNIs with AUA over $1 billion. An XLRI MBA graduate and recognized as an Economic Times Young Leader, colleagues describe him as intelligent, hard-working, and an outstanding professional.

Personality Overview

Demanding

Fast But Wary

Quality Focused

They respond well to strong and respectful communication.  They are not focused on building rapport and relationships. More than the product, they care about the effectiveness of the product.

Topics They Care About

Wealth Tech Platforms
He is currently building a tech-enabled advisory platform at Kotak and previously built wealth-tech products at ICICIdirect, showing a focus on financial technology innovation.
Investment Advisory
His core role involves providing investment advice to high-net-worth individuals, family offices, and corporate treasuries, a central theme throughout his career.
Entrepreneurial Mindset
He shows a keen interest in the drivers behind entrepreneurial success, reflecting on conversations with founders and operators about their journeys.

Media Appearances

Akshay has no verified media appearances

Work History

1-2023
Vice President at Kotak Investment Advisors Ltd
11-2021 - 1-2023
Product Lead - Fixed Income & Equity Baskets at ICICIdirect
12-2020 - 11-2021
Head of Institutional Business at Purnartha Investment Advisers Pvt. Ltd.
5-2019 - 12-2020
Head - Products, Private Client Group at Kotak Securities
3-2018 - 4-2019
AVP, Product Manager, Private Client Group at Kotak Securities

Education

2013 - 2015
Master of Business Administration (MBA) from XLRI Jamshedpur
2009 - 2013
Bachelor of Technology (B.Tech.) from National Institute of Technology, Bhopal

More Information

Social Presence :

Prographics :

Exp : 10 Location : Mumbai, Maharashtra, India Job Level : Senior Designation : Vice President at Kotak Investment Advisors Ltd
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Insights For Selling To Akshay

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders
  • Make sure that you circle back fast on any action items, it wins their trust

DONT's

  • Do not hesitate from asking counter questions, just avoid challenging their authority
  • Avoid being a storyteller and don’t try to oversell
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Akshay is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Akshay

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Akshay move?

  • They can take decisions very fast if you manage to convince them.
  • Can Akshay take some risk or not?

  • The risks don’t matter much to them.

You And Akshay

Personality Compatibility


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