Robin Reji

Energizer
DISC Type : I

Investment Advisor - RIA at Dworetsky Financial

Parlin, New Jersey, United States

Overview

Robin has no verified overview

Personality Overview

Imaginative

Full Of Energy

Big Picture Person

They are people oriented, friendly and like creating new connections.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Robin has no verified topics they care about

Media Appearances

Robin has no verified media appearances

Work History

2-2025
Investment Advisor - RIA at Dworetsky Financial
9-2020 - 2-2025
Financial Services Professional at Fidelity Investments
8-2019 - 10-2020
Financial Services Representative at Bank of America Merrill Lynch
6-2018 - 8-2018
Summer Intern at Bank of America Merrill Lynch
5-2017 - 8-2017
Financial Representative Intern at MassMutual

Education

2015 - 2019
Bachelor's degree from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 7 Location : Parlin, New Jersey, United States Job Level : N/A Designation : Investment Advisor - RIA at Dworetsky Financial
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Insights For Selling To Robin

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robin is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Robin

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Robin move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Robin take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Robin

Personality Compatibility


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