Lokesh Puri in

Lokesh Puri

Observer · DISC type ic
Banking Advisor at RBC
📍 Mississauga, Ontario, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
13 Years
Current Role
Banking Advisor
Location
Mississauga, Ontario, Canada
Personality Overview

How Lokesh shows up

Value Driven
Assertive
Example Seeker

They are generally strong communicators and are not easy to convince. They often ask many questions and rely heavily on information and documentation. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Lokesh cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2014
Banking Advisor
RBC
2-2013 - 7-2014
Financial Advisor
CIBC
9-2011 - 8-2013
Senior CSR
BMO Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2013
Investment Funds Canada
CSI
1998 - 2001
MBA
Simbiosis Institute of Management
1993 - 1996
Systems Management
National Institute of Information Technology
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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