Deepti Kapoor

Observer
DISC Type : ic

Director at Client Associates

India

Overview

Deepti is an experienced wealth management professional and Director at Client Associates, with a demonstrated history in the banking industry. Her expertise covers mutual funds, branch banking, and financial services. She holds a PGDM from Lal Bahadur Shastri Institute of Management and an LLB from Law Faculty, blending legal knowledge with strong sales acumen.

Based on her activities, Deepti has an interest in logic puzzles, sharing her scores on games like Mini Sudoku. She also engages with social and political commentary, particularly concerning current events in India.

She uniquely combines a formal education in law with a successful career in banking and wealth management.

Personality Overview

Example Seeker

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They ask a lot of questions and rely heavily on information and collaterals. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Wealth Management
Her career is focused on wealth management, with extensive experience as a Director at Client Associates and in premium banking roles at Standard Chartered and DBS Bank.
Financial Services
Holds deep expertise in financial services, including mutual funds and branch banking, developed through various management positions in the banking sector.
Team Leadership
Previously led and mentored teams of relationship managers at Standard Chartered Bank, responsible for managing significant funds under management and driving sales volume.

Media Appearances

Deepti has no verified media appearances

Work History

8-2025
Director at Client Associates
7-2006
Premium Banking, Manager at Standard Chartered Bank
9-2013 - 9-2025
Branch Manager at Standard Chartered Bank
4-2013 - 12-2020
Team Manager at Standard Chartered Bank
9-2022 - 8-2025
Vice President at DBS Bank

Education

PGDM from Lal Bahadur Shastri Institute Of Management
LLB from Law Faculty

More Information

Social Presence :

Prographics :

Exp : 19 Location : India Job Level : Mid-senior Designation : Director at Client Associates
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Insights For Selling To Deepti

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Be prepared for a lot of questions, answer them objectively
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments
  • Don’t try to rush them into a decision, provide all necessary information first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Deepti is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Deepti

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Deepti move?

  • They like to analyze well and then make their decisions.
  • Can Deepti take some risk or not?

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

You And Deepti

Personality Compatibility


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