Isha Gupta

Questioner
DISC Type : c

Client Relationship Executive at Franklin Templeton

New Delhi, Delhi, India

Overview

Isha is a results-driven Client Relationship Executive at Franklin Templeton, specializing in mutual fund operations and investor services. With an MBA and NISM certifications, she has a proven background in managing client relationships and providing investment solutions, previously serving as a Client Services Officer at HDFC Mutual Fund.

She is an ambitious and driven professional who is passionate about continuous learning, currently pursuing a Masters in Economics alongside her career. Isha values personal growth, believing that challenges and even failures are crucial for building resilience and humility, which shapes her confident and persevering character.

Unique fact: After being a consistent academic topper throughout her life, she embraces the lessons learned from setbacks, which has strengthened her personal drive.

Personality Overview

Systematic

Value Seeker

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Client Relationships
Her career is centered around client servicing and relationship management within the financial services and mutual fund industry.
Mutual Fund Industry
She has dedicated her career to the mutual fund sector, from an internship to her current executive role at Franklin Templeton.
Continuous Learning
She recently completed her MBA, is pursuing a Master's in Economics, and actively seeks new professional certifications like NISM.

Media Appearances

Isha has no verified media appearances

Work History

2-2026
Client Relationship Executive at Franklin Templeton
7-2024 - 1-2026
Client Services Officer at HDFC Mutual Fund
12-2023 - 2-2024
Summer Intern at HDFC Mutual Fund
5-2023 - 7-2023
Digital Marketing Associate at Intellikart Ventures LLP
10-2022 - 1-2023
Human Resources Intern at Blogger Bunny

Education

4-2025 - 3-2027
Master of Arts - MA from CCS (Chaudhary Charan Singh)University
10-2022 - 6-2024
Master of Business Administration - MBA from Meerut Institute of Engineering and Technology(MIET)

More Information

Social Presence :

Prographics :

Exp : 2 Location : New Delhi, Delhi, India Job Level : Junior Designation : Client Relationship Executive at Franklin Templeton
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Insights For Selling To Isha

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Isha is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Isha

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Isha move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Isha take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Isha

Personality Compatibility


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