Rob Lee

Energizer
DISC Type : I

Head of Private Wealth Marketing | Business & Private Bank at NAB

Greater Melbourne Area, Australia

Overview

Rob has no verified overview

Personality Overview

Imaginative

Big Picture Person

Informal

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Rob has no verified topics they care about

Media Appearances

Rob has no verified media appearances

Work History

10-2023
Head of Private Wealth Marketing | Business & Private Bank at NAB
6-2023 - 10-2023
Head of Acquisition & Engagement | nabtrade & jbWere at NAB
10-2022 - 5-2023
Head of Unsecured Lending Marketing | Personal Bank Marketing at NAB
7-2011 - 1-2013
National Campaign Manager at Specsavers
5-2010 - 7-2011
Marketing Executive at Specsavers

Education

2005 - 2006
Business from Swinburne University of Technology
2003 - 2004
Business from Swinburne University of Technology

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Melbourne Area, Australia Job Level : Mid-senior Designation : Head of Private Wealth Marketing | Business & Private Bank at NAB
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Insights For Selling To Rob

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid overloading them with too much detail
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rob is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Rob

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Rob move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Rob take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Rob

Personality Compatibility


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