Lakshaye A.

Sharpshooter
DISC Type : CD

AVP / Private Client Banker at J.P. Morgan Chase Bank, N.A.

San Francisco Bay Area, United States

Overview

Lakshaye has no verified overview

Personality Overview

Precise But Practical

Rigorous & Demanding

ROI Driven

They take a lot of pride in personal achievements.  They respond well to strong and respectful communication. They are not always relationship oriented.

Topics They Care About

Lakshaye has no verified topics they care about

Media Appearances

Lakshaye has no verified media appearances

Work History

2-2026
AVP / Private Client Banker at J.P. Morgan Chase Bank, N.A.
6-2024 - 2-2026
Relationship Banker at JP Morgan Chase & Co
11-2023 - 6-2024
Financial Representative at One Pacific Financial & Insurance Solutions LLC
2-2023 - 10-2023
Fixed Agent at Equitable Advisors
8-2020 - 12-2020
Associate Financial Advisor at Morgan Stanley

Education

2013 - 3-2020
Bachelor’s Degree from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 3 Location : San Francisco Bay Area, United States Job Level : N/A Designation : AVP / Private Client Banker at J.P. Morgan Chase Bank, N.A.
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Insights For Selling To Lakshaye

During A Call Or A Meeting

DO's

  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don’t be in a rush to invite them for a social meet and greet
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lakshaye is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Lakshaye

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Lakshaye move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Lakshaye take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Lakshaye

Personality Compatibility


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