Jagruti Shah

Questioner
DISC Type : c

Vice President Marketing at HSBC Mutual Fund

Mumbai, Maharashtra, India

Overview

Jagruti Shah is an experienced marketing Vice President at HSBC Mutual Fund, specializing in brand and digital campaigns. An alumna of IIM Ahmedabad, she has a strong background in the financial sector, having previously managed large-scale campaigns and investor education initiatives at Kotak Mutual Fund, earning awards for impactful results.

Beyond her marketing role, Jagruti is passionate about fostering an inclusive workplace, serving as the D&I Inclusion Lead for HSBC AM India. She values authentic, jargon-free communication and is intellectually curious, often sharing thoughts and seeking different perspectives on professional culture and ideas.

She recently completed certifications in Responsible AI and AI Productivity Hacks, indicating a keen interest in applying new technologies to her field.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Brand & Digital Marketing
Leads marketing for HSBC Mutual Fund, with a career focused on creating large-scale integrated brand campaigns and digital strategies in the financial services industry.
Diversity & Inclusion
Actively shapes workplace culture as the D&I Inclusion Lead for HSBC AM India, demonstrating a personal and professional commitment to inclusivity.
AI in Marketing
Has recently pursued certifications in Responsible AI and AI Productivity, showing a proactive interest in leveraging artificial intelligence in her work.

Media Appearances

Jagruti has no verified media appearances

Work History

9-2018
Vice President Marketing at HSBC Mutual Fund
6-2006 - 9-2018
Chief Marketing Manager at Kotak Mutual Fund
6-2006 - 9-2018
Chief Manager, Marketing at Kotak Mutual Fund

Education

3-2024 - 4-2025
Accelarated General Management Program from Indian Institute of Management Ahmedabad
2004 - 2006
Post Graduation from Mumbai Education Trust-Institute Of Management

More Information

Social Presence :

Prographics :

Exp : 19 Location : Mumbai, Maharashtra, India Job Level : Senior Designation : Vice President Marketing at HSBC Mutual Fund
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Insights For Selling To Jagruti

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jagruti 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 Jagruti

  • 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 Jagruti move?

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

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


You And Jagruti

Personality Compatibility


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