Karan Nanda

Activist
DISC Type : Cd

Director - Product Management at Fidelity Investments

Dallas-Fort Worth Metroplex, United States

Overview

Karan is a global technology leader with over 20 years of experience driving AI-powered digital transformations at top financial services firms like Fidelity Investments and Prudential. He holds an MBA from the Indian Institute of Technology and is described by colleagues as intelligent, hardworking, and adept at solving complex problems.

Outside of his corporate roles, Karan contributes his strategic expertise to community development as a board member for the Renaissance Development Centre. He maintains a keen interest in the evolution of financial technology and the collaborative potential between established institutions and FinTech startups.

Unique fact: Karan has authored multiple publications focused on calculating ROI and enhancing the user experience for Siebel Open UI implementations.

Personality Overview

Meticulous

Perfectionist

Value Conscious

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

AI in Wealth Management
His career focuses on delivering AI-powered digital transformations to drive growth and innovation for wealth management firms and RIAs.
CRM Platform Strategy
He has extensive experience leading enhancements for CRM platforms like Salesforce to improve advisor excellence and the overall customer experience.
Post M&A Integration
His background includes leading major post-merger and acquisition technology integrations, a key area of his expertise mentioned in his professional summary.

Media Appearances

Karan has no verified media appearances

Work History

5-2023
Director - Product Management at Fidelity Investments
5-2023
Director - Cloud and Data at Kforce Inc
9-2017 - 2-2021
Director - Strategic Business Initiatives at Prudential Financial
1-2008 - 9-2017
Client Partner at Infosys
2-2014 - 2-2016
Member Board Of Directors at Renaissance Development Centre

Education

Master of Business Administration (M.B.A.) from Indian Institute of Technology, Roorkee
B.Tech from Kurukshetra University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Dallas-Fort Worth Metroplex, United States Job Level : Mid-senior Designation : Director - Product Management at Fidelity Investments
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Insights For Selling To Karan

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Be crisp while making the pitch
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Karan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Karan move?

  • Their decision making speed is somewhere in the middle.
  • Can Karan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Karan

Personality Compatibility


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