Mohit Rana

Researcher
DISC Type : Cs

Sr. AVP at EXL

United States

Overview

Mohit is a finance transformation leader at EXL, specializing in data, AI, and analytics to modernize finance for Fortune 100 companies. An MBA graduate from IIM Calcutta and a Certified Product Manager, he is a trusted advisor to CFOs, known for redefining operating models and enabling data-driven decisions. Colleagues describe him as proactive, dependable, and a fast learner.

He is passionate about exploring how AI can overcome human limitations in business, particularly through the use of agentic AI workflows to unlock new operational efficiencies and value.

Unique fact: He recently participated in the UCD | EXL Innovation and AI Lab Program to further sharpen his product management and innovative problem-solving skills.

Personality Overview

ROI Seeker

Cost Conscious

Perfectionist

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Agentic AI
Heavily invested in agentic AI as a key value driver, attending conferences, and actively recruiting for talent with experience in building agentic workflows.
Finance Transformation
His core expertise involves partnering with CFOs to drive large-scale, high-impact change and shape future-ready finance functions for global enterprises.
Data-Driven Decisions
Focuses on embedding advanced analytics and data strategies at an enterprise scale to enable more effective and faster decision-making.

Media Appearances

Mohit has no verified media appearances

Work History

4-2022
Sr. AVP at EXL
4-2019 - 3-2022
Assistant Vice President at EXL
6-2018 - 3-2019
Placement Coordinator at IIM Calcutta PGPEX
11-2015 - 4-2018
Technology Specialist at NIIT Technologies Limited
12-2013 - 11-2015
Team Lead at Syntel

Education

2018 - 2019
MBA from Indian Institute of Management, Calcutta
2018 - 2018
International Immersion from Strathclyde Business School

More Information

Social Presence :

Prographics :

Exp : 13 Location : United States Job Level : N/A Designation : Sr. AVP at EXL
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Insights For Selling To Mohit

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Preferably use email to follow up with them instead of phone or Linkedin, engage by asking question or opinions
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • 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 Mohit is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Mohit

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Mohit move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Mohit take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Mohit

Personality Compatibility


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