Ankita D.

Wildcard
DISC Type : csi

Asset Management-Portfolio Manager at La Trobe Financial

Melbourne, Victoria, Australia

Overview

Ankita is an Asset Management Portfolio Manager at La Trobe Financial, leveraging a diverse background in customer service, collections, and litigation from roles at Latitude Financial Services and GE Money Bank. She holds an Advanced Diploma in Hospitality Management.

Her educational background includes a Bachelor of Fine Arts from the College of Arts in New Delhi, suggesting a strong appreciation for the arts and a creative perspective. She has also completed a course in Mental Health First Aid, indicating an interest in well-being.

Unique fact: Ankita uniquely combines a background in Fine Arts with a career in financial services and asset management.

Personality Overview

Requires Proof

ROI Driven

Curious But Skeptical

They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They typically tend to be late adopters even when they seem friendly and excited about what you have to sell

Topics They Care About

Asset Management
Her current professional focus is in asset and portfolio management at La Trobe Financial.
Fine Arts
[Predicted] Her Bachelor of Fine Arts degree from the College of Arts in New Delhi suggests a deep interest and background in the arts.
Dispute Resolution
Developed expertise in dispute resolution, negotiation, and handling escalations in previous customer-facing and litigation roles.

Media Appearances

Ankita has no verified media appearances

Work History

9-2020
Asset Management-Portfolio Manager at La Trobe Financial
12-2019 - 9-2020
Customer Service Specialist at Spotlight Retail Group (SRG)
1-2015 - 3-2018
Customer Service Team Lead at Latitude Financial Services
12-2013 - 12-2015
Litigation officer at Latitude Financial Services
2-2010 - 12-2013
Collections Officer at GE Money Bank

Education

2006 - 2008
Advanced Diploma in Hospitality Management from Carrick Institute of Education
2002 - 2006
Bachelor of Fine Arts - BFA from College of Arts New Delhi

More Information

Social Presence :

Prographics :

Exp : 14 Location : Melbourne, Victoria, Australia Job Level : Middle Designation : Asset Management-Portfolio Manager at La Trobe Financial
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Insights For Selling To Ankita

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ankita is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Ankita

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Ankita move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Ankita take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Ankita

Personality Compatibility


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