Sanyam Pasricha

Questioner
DISC Type : c

Client Financial Partner - Founding Team at Dezerv

Hyderabad, Telangana, India

Overview

Sanyam is a Client Financial Partner and a founding team member at the wealth-tech firm, Dezerv. A graduate of NMIMS with both a B. Tech in Computer Engineering and an MBA in Technology Management, he is passionate about leveraging technology to enhance global financial markets and has prior experience at ICICI Bank and HDFC Mutual Fund.

He was recently recognized as a top performer at Dezerv for his contributions to the fast-growing startup.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to analyze every situation thoroughly.
 They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Wealth Technology
He is part of the founding team at Dezerv, a company he describes as a fast-growing wealth-tech startup, and proudly shares its funding milestones.
Improving Financial Markets
States a passion for "leveraging the use of technology for the improvement of the Global Financial Markets" in his professional summary.
Data-Driven Finance
He is developing proficiency in Business Intelligence and holds certifications in Power BI and Python for Power BI to supplement his finance background.

Media Appearances

Sanyam has no verified media appearances

Work History

2-2024
Client Financial Partner - Founding Team at Dezerv
9-2023 - 2-2024
Relationship Manager - Wealth Management at ICICI Bank
6-2023 - 9-2023
Assistant Manager at HDFC Mutual Fund
6-2022 - 6-2023
Management Trainee at HDFC Mutual Fund
9-2021 - 10-2021
Risk and Financial Advisory at Steam House India

Education

7-2017 - 4-2022
Bachelor of Technology - BTech from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
7-2020 - 4-2022
Master of Business Administration in Technology Management- MBA Tech from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)

More Information

Social Presence :

Prographics :

Exp : 3 Location : Hyderabad, Telangana, India Job Level : N/A Designation : Client Financial Partner - Founding Team at Dezerv
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Insights For Selling To Sanyam

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sanyam is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Sanyam

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sanyam move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Sanyam take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Sanyam

Personality Compatibility


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