Karen Kwan

Enthusiast
DISC Type : i

Senior Manager, Financial Crime Compliance at Zip Co

Greater Sydney Area, Australia

Overview

Karen has no verified overview

Personality Overview

Consensus Focused

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Karen has no verified topics they care about

Media Appearances

Karen has no verified media appearances

Work History

11-2021
Senior Manager, Financial Crime Compliance at Zip Co
10-2019 - 11-2021
Senior Manager, Financial Crime, Consumer Division at Westpac
6-2018 - 9-2019
Senior Manager, Financial Crime Risk at Westpac
7-2017 - 6-2018
Manager, Financial Crime Risk at Westpac
2-2016 - 3-2017
Consultant, EMEA Compliance Testing (GFCC & GACC) at JPMorgan Chase & Co.

Education

2018 - 2019
International Diploma from International Compliance Association (ICA)
2018 - 2019
Graduate Diploma from The Australian Financial Markets Association

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greater Sydney Area, Australia Job Level : Middle Designation : Senior Manager, Financial Crime Compliance at Zip Co
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Insights For Selling To Karen

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Don’t be too formal with them, they trust informality more

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Karen is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Karen

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Karen move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Karen take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Karen

Personality Compatibility


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