Pawel Potemski, CAMS

Inquisitor
DISC Type : Ic

Senior Manager Wealth Management Outsourcing at SS&C Technologies

Greater Toronto Area, Canada

Overview

Pawel has no verified overview

Personality Overview

Value Driven

Example Seeker

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Pawel has no verified topics they care about

Media Appearances

Pawel has no verified media appearances

Work History

1-2019
Senior Manager Wealth Management Outsourcing at SS&C Technologies
3-2015 - 1-2019
Senior Manager, Investor Services at State Street
1-2013 - 2-2015
Manager, Shareholder Services Cayman & Alternative Investments at State Street
1-2009 - 10-2012
Team Leader at Royal Bank of Scotland Group
3-2008 - 1-2009
Team Leader at ABN AMRO NV

Education

2000 - 2004
Hons BCOMM from University of Windsor
Education details unavailable from Schulich School of Business - York University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater Toronto Area, Canada Job Level : Middle Designation : Senior Manager Wealth Management Outsourcing at SS&C Technologies
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Insights For Selling To Pawel

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pawel is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Pawel

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Pawel move?

  • They like to analyze well and then make their decisions.
  • Can Pawel take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Pawel

Personality Compatibility


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