CA PREETI RAI

Examiner
DISC Type : cs

Audit Consultant at SIDBI(Small Industries Development Bank of India)

Panchkula, Haryana, India

Overview

CA has no verified overview

Personality Overview

Tough To Convince

Late Adopter

Process Oriented

They tend to have clarity about their needs and constraints, and are unlikely to over-promise.  They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Topics They Care About

CA has no verified topics they care about

Media Appearances

CA has no verified media appearances

Work History

9-2025
Audit Consultant at SIDBI(Small Industries Development Bank of India)
12-2024 - 7-2025
Account Executive at ARLAK BIOTECH PVT. LTD.
9-2021 - 9-2024
Intern at DEEPAK R & GOEL ASSOCIATES

Education

5-2019 - 7-2025
CA from The Institute of Chartered Accountants of India
2021 - 2022
M.com from Kurukshetra University

More Information

Social Presence :

Prographics :

Exp : 4 Location : Panchkula, Haryana, India Job Level : Junior Designation : Audit Consultant at SIDBI(Small Industries Development Bank of India)
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Insights For Selling To CA PREETI

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Be firm in your communication and stay in control
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA PREETI is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from CA PREETI

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will CA PREETI move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can CA PREETI take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And CA PREETI

Personality Compatibility


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