OMKAR DESHPANDE

Critic
DISC Type : C

Area Head at Prudent Corporate Advisory Services Ltd.

Kolhapur, Maharashtra, India

Overview

Omkar is a seasoned financial services professional with over 12 years of experience in banking, asset management, and investments. As an Area Head at Prudent Corporate Advisory Services, he specializes in portfolio management and HNI client relationships. He holds an MBA in Finance and a PG Diploma from Shivaji University.

Based on his social media activity, Omkar appears to have an interest in travel, particularly to places of spiritual and religious significance. He shared his appreciation for a visit to the temple town of Murdeshwar, indicating a potential passion for cultural and devotional journeys.

Unique fact: Before his extensive career in finance, Omkar earned a Bachelors Degree in Pharmacy.

Personality Overview

Negotiator

Critic

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  They like to take decisions independently and do not seek others' support often. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Wealth Management
His career focuses on HNI client relationships, portfolio management, and financial planning across multiple leading banks and asset management firms.
Mutual Funds
He has held positions at IDFC Mutual Fund and SBI Mutual Fund and was recently seeking new opportunities specifically within this sector.
Team Leadership
His experience includes roles like Branch Operations Manager where he led service teams, and his current position is a regional leadership role as Area Head.

Media Appearances

OMKAR has no verified media appearances

Work History

6-2025
Area Head at Prudent Corporate Advisory Services Ltd.
2-2023 - 6-2025
Branch Manager at IDFC Mutual Fund
1-2020 - 6-2025
Investment Head- Kolhapur and Sangli Region at RBL Bank
10-2017 - 12-2019
Assistant Manager at SBI MUTUAL FUND
2-2017 - 9-2017
Branch Operations Manager at Ujjivan Small Finance Bank Limited

Education

2009 - 2010
PG Dilpoma in Banking and Finance from Department of Commerce and Management Shivaji University Kolhapur
2008 - 2010
Master of Business Administration (M.B.A.) from Department of Commerce and Management, Shivaji University, Kolhapur

More Information

Social Presence :

Prographics :

Exp : 15 Location : Kolhapur, Maharashtra, India Job Level : N/A Designation : Area Head at Prudent Corporate Advisory Services Ltd.
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Insights For Selling To OMKAR

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Be ready to answer many clarity-seeking questions and requests for information

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with OMKAR is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from OMKAR

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will OMKAR move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can OMKAR take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And OMKAR

Personality Compatibility


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