Mohak Rao, CFA

Energizer
DISC Type : I

Research Analyst, Fixed Income at Fidelity Investments

Greater Boston, United States

Overview

Mohak has no verified overview

Personality Overview

Full Of Energy

Informal

Believer

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Mohak has no verified topics they care about

Media Appearances

Mohak has no verified media appearances

Work History

6-2015
Research Analyst, Fixed Income at Fidelity Investments
8-2005 - 5-2015
Director - Financial Institutions at Fitch Ratings
6-2004 - 6-2005
Credit Analyst/Intern at Vero Capital Management, LLC (Alternative Asset Manager)

Education

2003 - 2005
MBA from Baruch College

More Information

Social Presence :

Prographics :

Exp : 21 Location : Greater Boston, United States Job Level : Mid-senior Designation : Research Analyst, Fixed Income at Fidelity Investments
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Insights For Selling To Mohak

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mohak is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Mohak

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Mohak move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Mohak take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Mohak

Personality Compatibility


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