Pooja Shah

Critic
DISC Type : C

Vice President of Learning and Development at equentis

Mumbai, Maharashtra, India

Overview

Pooja Shah is the Vice President of Learning and Development at Equentis, with a career rooted in the financial services sector at firms like Kotak Securities. People who have worked with her describe her as creative, professional, and action-oriented, with deep product knowledge.

Her focus is on making a significant contribution to organizational effectiveness by helping employees improve their performance and abilities. She has a background in commerce and also holds a law degree from the University of Mumbai.

Despite her extensive career in finance and training, she holds a Bachelor of Laws (L. L. B. ) degree.

Personality Overview

Information Seeker

ROI Driven

Objective Thinker

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Talent Development
As VP of Learning and Development, her primary focus is on enhancing employee skills, improving productivity, and managing training programs across the organization.
Recruitment & Hiring
She is actively involved in hiring for various roles, including L&D managers and sales counsellors, indicating a direct interest in talent acquisition.
Financial Markets
Her entire career has been in financial services, and she specifically seeks candidates with equity market experience and NISM certifications for open roles.

Media Appearances

Pooja has no verified media appearances

Work History

2-2020
Vice President of Learning and Development at equentis
10-2018 - 1-2020
Learning & Development at Kotak Securities
2-2015 - 10-2018
Manager Training and Development at Motilal Oswal Financial Services Ltd
5-2007 - 4-2014
Equity Associate at Ipcon Investments

Education

2005 - 2008
L.L.B. from University of Mumbai
2000 - 2005
B.Com from Narsee Monjee College

More Information

Social Presence :

Prographics :

Exp : 18 Location : Mumbai, Maharashtra, India Job Level : Senior Designation : Vice President of Learning and Development at equentis
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Insights For Selling To Pooja

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.

DONT's

  • Do not use very emotional or colorful language
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pooja is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Pooja

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Pooja move?

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

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

You And Pooja

Personality Compatibility


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