Ravi Soni

Supporter
DISC Type : s

Senior Vice President at Kotak Life

Mumbai, Maharashtra, India

Overview

Ravi is a Senior Vice President at Kotak Life, leveraging his background as a Chartered Accountant to drive business solutions, automation, and risk management. Colleagues describe him as a dependable and quick thinker who excels at providing non-conventional solutions to accelerate organizational growth in competitive environments.

He has a keen interest in leadership development and finds inspiration in diverse areas, drawing parallels between effective corporate strategy and exceptional cricket fielding. He also reflects on the balance between spiritual devotion and recognizing feminine energy, linking Mahashivratri with International Womens Day.

Unique fact: He holds a professional qualification as a Chartered Accountant, which he applies to strategic operational roles within the insurance industry.

Personality Overview

Procedural

Slow To Decisions

Risk-averse

They maintain good relationships with everyone, internally and externally.  They are unlikely to become strong champions as they don't prefer pushing other people. They usually go by the book, following all rules and procedures.

Topics They Care About

Digital Transformation
He has a history of working to build digital platforms and solutions to simplify backend processes and facilitate new business.
Leadership Development
He recently completed a LinkedIn Learning course on leadership, indicating a focus on personal and professional growth in this area.
Risk & Compliance
His professional summary lists Compliance and Risk Management as one of his core areas of proficiency and a key focus in his career.

Media Appearances

Ravi has no verified media appearances

Work History

4-2022
Senior Vice President at Kotak Life
4-2018 - 3-2022
Vice President at Kotak Life
3-2015 - 3-2018
Deputy Vice President at Kotak Life
1-2006 - 8-2011
Manager Operations at Reliance General Insurance
3-2005 - 1-2006
Manager Operations - Overseas Travel and Emigration at ICICI Lombard General Insurance Co Ltd

Education

2000 - 2003
Chartered Accountant from The Institute of Chartered Accountants of India

More Information

Social Presence :

Prographics :

Exp : 17 Location : Mumbai, Maharashtra, India Job Level : Leadership Designation : Senior Vice President at Kotak Life
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Insights For Selling To Ravi

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • If possible, connect them to existing customers
  • Show willingness to accommodating their needs or requests

DONT's

  • Avoid saying anything that sounds like a risky proposition
  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t rush them to make quick decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ravi is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Ravi

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Ravi move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Ravi take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Ravi

Personality Compatibility


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