Preeti Gupta

Critic
DISC Type : C

Vice President - Client Executive, Consulting at EXL

Australia

Overview

Preeti Gupta is a business transformation leader with over 20 years of experience at EXL, currently serving as Vice President - Client Executive, Consulting. She specializes in implementing Lean, Six Sigma, and digital solutions for clients in the Insurance and Utilities sectors across the USA, UK, and Australia, holding an MBA from IMI Delhi.

Outside of her core responsibilities, Preeti is engaged in corporate social responsibility initiatives, participating in events to raise funds for cancer research. She actively pursues professional development by attending virtual conferences and industry sessions on topics like Data, AI, and regulatory changes, showing a commitment to continuous learning.

Unique fact: Preeti has built her entire professional career over two decades at a single company, EXL.

Personality Overview

Precise

Critic

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Business Transformation
Her entire career focuses on re-engineering and transforming processes using Lean, BPM, and digital solutions to reduce costs and enhance customer experience for clients.
AI & Data Strategy
She demonstrates a keen interest in the application of new technologies by actively participating in events like the EXL Data & AI Virtual Event.
Client Relationship Management
Her role as a Client Executive and past experience nurturing relationships with senior stakeholders highlights her focus on strategic account management and partnership.

Media Appearances

Preeti has no verified media appearances

Work History

10-2024
Vice President - Client Executive, Consulting at EXL
1-2021 - 11-2024
Consulting Practice Director at EXL
3-2019 - 5-2020
Associate Director - Consulting at EXL
7-2015 - 2-2019
Senior Assistant Vice President – Quality, Process Excellence and Digital Transformation at EXL
7-2012 - 6-2015
Senior Manager/Manager – Quality & Process Excellence at EXL

Education

2001 - 2004
Master of Business Administration (M.B.A.) from IMI Delhi
1997 - 2000
Bachelor of Commerce (B.Com.) from Delhi University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Australia Job Level : Leadership Designation : Vice President - Client Executive, Consulting at EXL
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Insights For Selling To Preeti

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • 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 Preeti is

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

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

Insights For Deal Planning

    How fast (or slow) will Preeti move?

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

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

You And Preeti

Personality Compatibility


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