Kirti Garg

Enthusiast
DISC Type : i

Deputy Vice President & Market Lead, Client Relations at Shriram Wealth

Bengaluru, Karnataka, India

Overview

Kirti Garg is a Deputy Vice President at Shriram Wealth who transitioned from customer service to sales. With a background from Kristu Jayanti College, she leverages her service-first mindset to excel in consultative selling and building trust-based client relationships, previously holding several Vice President roles at HSBC.

Her professional philosophy is centered on the belief that a foundation in customer service is pivotal for driving growth and achieving success in sales.

Personality Overview

Story Driven

Non-Confrontational

Optimistic

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Client Relationships
Her career began in customer service and her current role is in Client Relations, underscoring a long-standing focus on building genuine, trust-based connections with clients.
Wealth Management
Her current position at Shriram Wealth and previous roles as a Senior Premier Relationship Manager at HSBC indicate deep expertise in financial solutions and wealth management.
Service-First Mindset
She explicitly states that her journey from service to sales reflects her core belief in putting the customer's needs first, using empathy as a primary strength.

Media Appearances

Kirti has no verified media appearances

Work History

5-2026
Deputy Vice President & Market Lead, Client Relations at Shriram Wealth
10-2025 - 5-2026
Vice President at HSBC
7-2024 - 10-2025
Senior Premier Relationship Manager at HSBC
11-2022 - 7-2024
Associate Vice President at HSBC
7-2021 - 6-2022
Senior premier service manager at Hongkong And Shanghai Banking Corp Limited(Hsbc Bank)

Education

2015 - 2017
Bachelor of Commerce (B.Com.) from Kristu Jayanti College Of Management And Tech
Bachelor of Commerce (BCom) from IIS university jaipur

More Information

Social Presence :

Prographics :

Exp : 8 Location : Bengaluru, Karnataka, India Job Level : Senior Designation : Deputy Vice President & Market Lead, Client Relations at Shriram Wealth
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Insights For Selling To Kirti

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Invite them for a lunch or a drink/coffee
  • Compliment them about their personality if you get a chance

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information
  • Don't be critical or challenge them openly, they can react defensively

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kirti is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Kirti

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Kirti move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Kirti take some risk or not?

  • They can take some low-probability risks if needed.

You And Kirti

Personality Compatibility


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