Roshni Patel

Observer
DISC Type : ic

Global Head of Risk Solutions at Quantexa

London, England, United Kingdom

Overview

As Global Head of Risk Solutions at Quantex, Roshni develops and leads global risk solutions teams to drive innovation in financial services. An LSE MBA holder, her expertise is built upon senior roles at Moodys Analytics, Lloyds Banking Group, and KPMG, focusing on enterprise and credit risk.

She demonstrates a strong commitment to staying current on global business and financial services trends, following publications such as The Wall Street Journal and the Harvard Business Review.

Her career in risk began with hands-on data analysis, building customer credit scorecards for T-Mobile using SAS.

Personality Overview

Example Seeker

Assertive

Curious

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

Enterprise Risk
Her role and recent webinars, including one with Forrester, focus on evolving approaches to today's interconnected enterprise risk environment.
Go-to-Market Strategy
A key part of her current role is developing and implementing go-to-market strategies to achieve robust client engagement for new risk solutions.
Credit Risk Management
A core theme throughout her career, from managing credit portfolios at Lloyds Bank to her foundational work building credit scorecards at T-Mobile.

Media Appearances

Roshni Patel – Author Profile. Featured in Quantexa.com

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Roshni Patel – Global Head Of Risk Solutions at Quantexa. Featured in The Org

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Work History

7-2021
Global Head of Risk Solutions at Quantexa
10-2013 - 7-2021
Head of Risk & Finance Solutions, Sales at Moody's Analytics
1-2013 - 10-2013
Credit Portfolio Manager at Lloyds Banking Group
7-2008 - 1-2013
Credit Risk Advisor at KPMG
6-2007 - 6-2008
Credit Risk Analyst at T-Mobile UK

Education

2020 - 2020
Master of Business Administration - MBA from The London School of Economics and Political Science (LSE)
2011 - 2013
Master of Science (MSc) from Cass Business School

More Information

Social Presence :

Prographics :

Exp : 18 Location : London, England, United Kingdom Job Level : Mid-senior Designation : Global Head of Risk Solutions at Quantexa
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Insights For Selling To Roshni

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Invite them for a social do but don’t rely solely on the relationship
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roshni is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Roshni

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Roshni move?

  • They like to analyze well and then make their decisions.
  • Can Roshni take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Roshni

Personality Compatibility


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