Mitali Patil

Questioner
DISC Type : c

Director - IT Sourcing & Procurement at Morgan Stanley

Mumbai, Maharashtra, India

Overview

Mitali is the Director of IT Sourcing at Morgan Stanley, where she leads the category for enterprise IT hardware and software in the APAC region. An MBA in Finance from Sydenham Institute of Management Studies, she specializes in developing procurement strategies to reduce costs and enhance process efficiencies for clients.

During her MBA, Mitali demonstrated a talent for writing, winning multiple competitions. Her work includes an award-winning article on the shift to digital payment systems in India and another first-prize entry in a pan-India competition focused on mental health awareness.

She won first prize for her writing in a national competition on the theme of "Nurturing Minds, " aimed at creating awareness about mental health.

Personality Overview

Price-Sensitive

Not Easily Convinced

Cautious & Analytical

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

Topics They Care About

IT Procurement
As Director of IT Sourcing for the APAC region at Morgan Stanley, she leads procurement for enterprise hardware and software.
Cost Optimization
Her professional focus involves developing sourcing strategies aimed at delivering tangible cost reduction and enhancing process efficiencies for clients.
Digital Payments
She authored an award-winning article on UPI payments, analyzing the significant shift in digital payment systems in India.

Media Appearances

Mitali has no verified media appearances

Work History

5-2025
Director - IT Sourcing & Procurement at Morgan Stanley
7-2024 - 5-2025
Senior Consultant at Valorant
1-2023 - 7-2024
Senior Consultant at GEP Worldwide
4-2021 - 12-2022
Consultant at GEP Worldwide
7-2020 - 8-2020
Project Intern at Spectrum Food Solutions

Education

MBA - Finance from Sydenham Institute of Management Studies, Research and Entrepreneurship Education
Bachelor of Engineering from Ramrao Adik Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 7 Location : Mumbai, Maharashtra, India Job Level : Mid-senior Designation : Director - IT Sourcing & Procurement at Morgan Stanley
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Insights For Selling To Mitali

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mitali 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 Mitali

  • 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 Mitali move?

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

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

You And Mitali

Personality Compatibility


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