Payal Keer Shah

Evaluator
DISC Type : Sdc

Senior Vice President at Motilal Oswal Financial Services Ltd

Mumbai, Maharashtra, India

Overview

Payal Keer Shah is a Senior Vice president and Lead of Digital Initiatives at Motilal Oswal Financial Services. With a career spanning roles at Kotak Securities and HDFC AMC, she is frequently described by peers as committed, dedicated, and helpful. She holds an MBA from Mumbai University.

Outside of her core professional duties, Payal is known for being a cordial and joyful colleague. She has a history of being active in company co-curricular activities, showing a commitment to building a positive and collaborative workplace culture.

One client praised her as the "only trustworthy touch point" they had, showcasing her exceptional dedication to customer service and problem-solving.

Personality Overview

Fast But Analytical

Quality Focused

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Digital Initiatives
Her current role is listed as SVP & Lead - Digital Initiatives, and she has been a speaker at recent events on technology in the financial sector.
Customer Experience
She has participated as a speaker in summits focused on Customer Experience (CX) and is lauded in recommendations for her customer service skills.
Process Enhancement
A recommendation from her time at HDFC highlights her ability to present creative ideas and develop several process enhancements.

Media Appearances

Payal has no verified media appearances

Work History

4-2023
Senior Vice President at Motilal Oswal Financial Services Ltd
5-2021 - 3-2023
Vice President at Kotak Securities
3-2018 - 5-2021
Deputy Vice President at Kotak Securities
3-2015 - 2-2017
Associate Vice President at Kotak Securities
3-2012 - 3-2015
Senior Manager at Kotak Securities

Education

2008 - 2009
PGDMA from MBA, Mumbai University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Senior Vice President at Motilal Oswal Financial Services Ltd
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Insights For Selling To Payal

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Payal is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Payal

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Payal move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Payal take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Payal

Personality Compatibility


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