Rashmi Venkatesh

Enthusiast
DISC Type : i

Head of Analytics and Commercialization at Fidelity Institutional at Fidelity Investments

Greater Boston, United States

Overview

Rashmi Venkatesh leads Analytics and Commercialization at Fidelity Institutional, where she focuses on designing and delivering customized data-driven offerings for the firms clients. An alumna of the MIT Sloan School of Management, her career at Fidelity has spanned data analytics, business operations, and product leadership in payments.

Rashmi was a featured speaker at the Women in Data Science (WiDS) Boston conference, where she presented on the future of AI and analytics in financial services.

Personality Overview

Amiable & Agreeable

Optimistic

Consensus Focused

They tend to be agreeable by nature, so take their promises with a pinch of salt.
  They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Topics They Care About

AI in Finance
As a speaker at the "Women in Data Science (WiDS) Boston" conference, she presented on the future of AI and Analytics in financial services, showing deep expertise.
Data Commercialization
Her role as Head of Analytics and Commercialization directly involves creating and delivering customized data offerings to meet the needs of institutional clients.
Women in Data Science
Her participation as a speaker in the "WiDS Boston @ Fidelity" event indicates support for advancing women in technology and data-focused fields.

Media Appearances

Rashmi has no verified media appearances

Work History

4-2023
Head of Analytics and Commercialization at Fidelity Institutional at Fidelity Investments
8-2021 - 4-2023
Head of FI Data Analytics & Business Operations at Fidelity Investments
11-2018 - 8-2021
SVP, Product Area Lead, DC Money Movement and Payments at Fidelity Investments
9-2001 - 8-2002
Senior Consultant at HOK Consulting
12-2000 - 8-2001
Consultant at HOK Consulting

Education

Master of Business Administration - MBA from MIT Sloan School of Management
Master's degree from Massachusetts Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 9 Location : Greater Boston, United States Job Level : Mid-senior Designation : Head of Analytics and Commercialization at Fidelity Institutional at Fidelity Investments
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Insights For Selling To Rashmi

During A Call Or A Meeting

DO's

  • Ask them how their day is going or exchange some other pleasantries
  • Compliment them about their personality if you get a chance
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rashmi is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Rashmi

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Rashmi move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Rashmi take some risk or not?

  • They can take some low-probability risks if needed.

You And Rashmi

Personality Compatibility


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