Rajiv Mahajan

Evaluator
DISC Type : csd

Global Head of Professional Services - Digital Wealth at InvestCloud, Inc.

West Hollywood, California, United States

Overview

Rajiv is a visionary technology and business leader specializing in the financial services sector. With a strong background in digital wealth platforms and enterprise transformation, he excels at leading large organizations and delivering innovative solutions. People who have worked with him describe him as a true business leader, a transformation driver, and a high-impact player with high integrity.

Personality Overview

Thorough Evaluator

Quality Focused

Fast But Analytical

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

Topics They Care About

Digital Wealth Platforms
As Global Head of Professional Services for Digital Wealth at InvestCloud, his primary focus is implementing digital financial products for global financial institutions.
Financial Services Transformation
His career at Fiserv, Broadridge, and Speridian shows a consistent focus on leading digital transformation and innovation within the financial services industry.
Proptech Innovation
He founded a software company and created PropertyMemory, an application specifically for the property technology space, indicating a personal interest in this area.

Media Appearances

Rajiv has no verified media appearances

Work History

12-2024
Global Head of Professional Services - Digital Wealth at InvestCloud, Inc.
11-2021 - 12-2024
Senior Vice President | Enterprise Solutions at Speridian Technologies
4-2020 - 10-2021
Entrepreneur / Founder of PropertyMemory at Karismatic Software
9-2018 - 4-2020
Transformation Lead at Broadridge Financial Solutions
5-2015 - 6-2018
SVP / Digital Transformation Executive at Fiserv

Education

1984 - 1988
Bachelor of Science (B.S.) and Bachelor of Engineering (B.E.) from Stony Brook University

More Information

Social Presence :

Prographics :

Exp : 14 Location : West Hollywood, California, United States Job Level : Mid-senior Designation : Global Head of Professional Services - Digital Wealth at InvestCloud, Inc.
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Insights For Selling To Rajiv

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rajiv is

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

  • 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 Rajiv move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Rajiv 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 Rajiv

Personality Compatibility


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