Dinesh Pallai

Inspirer
DISC Type : id

Senior Vice President , Asset and Wealth Management - RFP at Goldman Sachs

Bengaluru, Karnataka, India

Overview

Dinesh Pallai is a Senior Vice President at Goldman Sachs, leading the Request for Proposal function for Asset and Wealth Management in India. With over two decades in investment banking operations, his expertise spans trading cost management, brokerage, and treasury reconciliations. He holds an MBA from VCMCS.

After 20 years in investment banking operations, he successfully pivoted to Asset Management in 2023 to lead a new function.

Personality Overview

Generous

Achievment Oriented

Charming & Persuasive

They don’t mind taking a stand if they believe in something.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Asset Management
Expressed excitement for his new journey in Asset and Wealth Management, leading the global Public Equities RFP function and learning a new business.
Cost Reduction
Previously led a significant brokerage, clearing, and exchange fee reduction program at Goldman Sachs, showing a strong focus on cost infrastructure and transparency.
Process Automation
Has a demonstrated focus on creating automated solutions for manually intensive processes, a key goal in a prior role at Nomura.

Media Appearances

Dinesh has no verified media appearances

Work History

1-2023
Senior Vice President , Asset and Wealth Management - RFP at Goldman Sachs
5-2015 - 5-2024
VP Operations, Fees and Commission ops at Goldman Sachs
4-2012 - 4-2015
Assistant Vice President, OTC/Listed Derivatives Brokerage at Nomura
3-2011 - 3-2012
Change Manager at Royal Bank of Scotland
4-2008 - 2-2011
Manager - Brokerage, Treasury reconciliations at Royal Bank of Scotland

Education

2002 - 2004
Master of Business Administration (MBA) from VCMCS
1999 - 2002
BCOM from Vivekananda College Chennai

More Information

Social Presence :

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Exp : 17 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Senior Vice President , Asset and Wealth Management - RFP at Goldman Sachs
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Insights For Selling To Dinesh

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product
  • Clearly address the competitive aspects

DONT's

  • Don’t be very informal even if they are being so themselves
  • Don't be unorganized, be prepared for the pitch
  • 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 Dinesh is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Dinesh

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Dinesh move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Dinesh take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Dinesh

Personality Compatibility


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