Malavika Sundarigari

Questioner
DISC Type : c

Internal sales associate at Franklin Templeton

Amherst, Massachusetts, United States

Overview

Malavika Sundarigari is an Internal Sales Associate at Franklin Templeton, having recently graduated from the University of Massachusetts Amherst with a BBA in Finance and Economics. She holds SIE and Series 63 certifications and has a background in financial analysis, including ESG quantitative analysis.

Her experience as a Teaching Assistant for freshman business students suggests a passion for professional development and mentorship. She guided students on their career paths and taught essential professional skills, dedicating significant time to supporting them outside of class.

She was awarded "Rookie of the Year 2025" for the Northwest division at Franklin Templeton.

Personality Overview

Value Seeker

Price-Sensitive

Not Easily Convinced

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  It is quite likely of them to ask for pricing or other concessions. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Sales Excellence
Recognized early in her career for outstanding performance by being named "Rookie of the Year 2025" in her sales division at Franklin Templeton.
ESG Investing
Collaborated on a quantitative analysis project evaluating the relationship between the ESG ratings of S&P 500 companies and their stock price performance.
Client Engagement
Gained experience in creating and selling mutual funds while building strong customer relationships during her internship at Putnam Investments.

Media Appearances

Malavika has no verified media appearances

Work History

6-2024
Internal sales associate at Franklin Templeton
9-2022 - 8-2024
Business Analyst at UMass Transportation Center (UMTC)
7-2023 - 8-2023
Client Engagement Center Intern at Putnam Investments
1-2023 - 5-2023
Teaching Assistant at University of Massachusetts Amherst
6-2022 - 8-2022
Financial Analyst at 93 East Capital, LLC

Education

8-2020 - 12-2023
Bachelor of Business Administration - BBA from Isenberg School of Management, UMass Amherst
8-2020 - 12-2023
Bachelor of Business Administration - BBA from University of Massachusetts Amherst

More Information

Social Presence :

Prographics :

Exp : 2 Location : Amherst, Massachusetts, United States Job Level : N/A Designation : Internal sales associate at Franklin Templeton
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Insights For Selling To Malavika

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Malavika is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Malavika

  • 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 Malavika move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Malavika take some risk or not?

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

You And Malavika

Personality Compatibility


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