Lakshmi Iyer

Questioner
DISC Type : c

Group President - Investments & CEO - Bajaj Alts at Bajaj Finserv

Mumbai, Maharashtra, India

Overview

Lakshmi has no verified overview

Personality Overview

Cautious & Analytical

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Lakshmi has no verified topics they care about

Media Appearances

Lakshmi has no verified media appearances

Work History

8-2025
Group President - Investments & CEO - Bajaj Alts at Bajaj Finserv
11-2022 - 8-2025
CEO - Investment & Strategy at Kotak Alternate Asset Managers Limited
11-1999 - 11-2022
President, CIO-Debt & Head-Products at Kotak Mahindra Asset Management co
Research Analyst at Credence Analytics (India) Pvt. Ltd.

Education

1998 - 2000
Master of Business Administration (M.B.A.) from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

More Information

Social Presence :

Prographics :

Exp : 26 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Group President - Investments & CEO - Bajaj Alts at Bajaj Finserv
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Insights For Selling To Lakshmi

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lakshmi is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Lakshmi

  • 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 Lakshmi move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Lakshmi take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Lakshmi

Personality Compatibility


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