Digvijay Gohil

Inspirer
DISC Type : id

Sales Supervisor at Lion Street Financial

Austin, Texas, United States

Overview

Digvijay Gohil is a Sales Supervisor at Lion Street Financial, overseeing operations for their integrated Broker-Dealer and RIA. His background is rooted in financial compliance and brokerage services, and he holds an MBA from Texas State University and an Economics degree from The University of Texas at Austin.

Based in the Austin area, Digvijay maintains strong connections to his alma maters, The University of Texas at Austin and Texas State University, which are prominent among his interests.

Unique fact: He has specialized experience analyzing complex compliance areas such as blue sky laws, 529 plans, and product suitability policies.

Personality Overview

Confident & Optimistic

Achievment Oriented

Generous

They don’t mind taking a stand if they believe in something.  They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Financial Compliance
Previously worked as a Compliance Consultant, analyzing reports on blue sky laws, suitability, and other federal and state regulations.
Broker-Dealer Operations
Supervises operations for an integrated Broker-Dealer and has past experience reviewing and placing buy/sell orders as a Brokerage Specialist.
Advisor Training
His background includes training new hires on internal systems and providing program training and support for financial advisors.

Media Appearances

Digvijay has no verified media appearances

Work History

3-2016
Sales Supervisor at Lion Street Financial
4-2010 - 2-2016
Compliance Consultant III at HD Vest
4-2008 - 3-2010
General Support Representative at HD Vest Financial Services
9-2006 - 4-2008
Senior Brokerage Specialist at National Financial Partners

Education

2005 - 2006
Master of Business Administration (MBA) from Texas State University
1999 - 2004
Economics from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 19 Location : Austin, Texas, United States Job Level : N/A Designation : Sales Supervisor at Lion Street Financial
URL has been copied!

Insights For Selling To Digvijay

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Acknowledge their status and position during the conversation
  • Look like someone who is on top of their game

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Avoid focusing only on the product or its ROI, keep building trust subtly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Digvijay is

  • Belief in the value of the product, relationship and a sense of accomplishment matter the most.
  • Will you ever get a clear answer from Digvijay

  • They are not shy of saying no if they do not develop trust in your product.

Insights For Deal Planning

    How fast (or slow) will Digvijay move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Digvijay take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Digvijay

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.