Reshma Ramdhani

Enthusiast
DISC Type : i

Client Relationship Manager- Market Research at IBISWorld

Denver, Colorado, United States

Overview

Reshma is an achievement-oriented professional specializing in market research and client relationship management at IBISWorld. Her extensive background in banking at City National Bank and Citi includes commercial lending, risk, and compliance. She holds a Bachelor of Science from Aspen University.

Focused on exceptional customer service, Reshma is driven by helping clients succeed, particularly in major financial decisions. She shows a keen interest in the residential real estate market, celebrating large mortgage deals for her clients.

She has successfully facilitated the closing of multi-million dollar residential mortgages for clients in under 30 days.

Personality Overview

Consensus Focused

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They prefer to build relationships rather than staying totally transactional.

Topics They Care About

Client Relationship Management
Her career at IBISWorld and in banking is centered on managing and growing client portfolios by delivering tailored onboarding, training, and support.
Market Research
In her current role at IBISWorld, she leverages market knowledge and usage analytics to align solutions with client objectives.
Risk and Compliance
Her background includes expertise in Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations within the private and commercial banking sectors.

Media Appearances

Reshma has no verified media appearances

Work History

9-2021
Client Relationship Manager- Market Research at IBISWorld
3-2020 - 11-2021
Relationship Manager at City National Bank
2-2017 - 3-2020
Senior Personal Banker at Citi
3-2013 - 2-2017
Business Development Manager at Sprint
10-2010 - 3-2013
Business Account Manager at Sprint

Education

Bachelor of Science - BS from Aspen University
Education details unavailable from St John's University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Denver, Colorado, United States Job Level : Middle Designation : Client Relationship Manager- Market Research at IBISWorld
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Insights For Selling To Reshma

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Ask them how their day is going or exchange some other pleasantries
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Reshma is

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

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Reshma move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Reshma take some risk or not?

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

You And Reshma

Personality Compatibility


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