Harsha Wason

Planner
DISC Type : Sc

Investment Solutions Representative 2 at Fidelity Investments

United States

Overview

Harsha has no verified overview

Personality Overview

Disciplined

Overcautious

Slower Adopter

They do not like taking risks at all and go for proven options in the end.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Harsha has no verified topics they care about

Media Appearances

Harsha has no verified media appearances

Work History

9-2025
Investment Solutions Representative 2 at Fidelity Investments
10-2024 - 9-2025
Investment Solutions Representative at Fidelity Investments
4-2024 - 10-2024
High Net Worth Associate at Fidelity Investments
1-2023 - 1-2023
Customer Service Advocate at Fidelity Investments
6-2022 - 1-2023
Certified Pharmacy Technician at Walgreens

Education

Harsha has no verified education history

More Information

Social Presence :

Prographics :

Exp : 2 Location : United States Job Level : Junior Designation : Investment Solutions Representative 2 at Fidelity Investments
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Insights For Selling To Harsha

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions

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.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Harsha is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Harsha

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Harsha move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Harsha take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Harsha

Personality Compatibility


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