Milan Dave

Captain
DISC Type : SD

Head of Portfolio Management - Finance Transformation at HSBC

United Kingdom

Overview

Milan has no verified overview

Personality Overview

Long-Term Thinker

Decisive But Calm

Dynamic But Sincere

Reading between the lines and seeing beyond your words comes naturally to them.  They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Milan has no verified topics they care about

Media Appearances

Milan has no verified media appearances

Work History

5-2025
Head of Portfolio Management - Finance Transformation at HSBC
4-2023 - 5-2025
Associate Director - Finance COO - SVB UK Integration Project Manager at HSBC
7-2022 - 3-2023
Associate Director - Global Treasury - Risk, Governance and Controls at HSBC
10-2018 - 7-2019
Senior Manager - Capital Markets Consulting at PwC
7-2017 - 9-2018
Principal Consultant at BCS Consulting

Education

2013 - 2013
Education details unavailable from Prince2 Practitioner
2008 - 2009
Education details unavailable from Investment Administration Qualification (IAQ)

More Information

Social Presence :

Prographics :

Exp : 13 Location : United Kingdom Job Level : Mid-senior Designation : Head of Portfolio Management - Finance Transformation at HSBC
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Insights For Selling To Milan

During A Call Or A Meeting

DO's

  • During followups, use phone or text if needed, they should be fine
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Let them know of potential risks but suggest mitigation methods alongside

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Milan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Milan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Milan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Milan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Milan

Personality Compatibility


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