Shalini Yadav

Examiner
DISC Type : cs

Manager, Customer Success at Zaggle

Pune, Maharashtra, India

Overview

Shalini is a customer-centric professional with over a decade of experience spanning banking, human resources, and fintech. As a Manager of Customer Success at Zaggle, she leverages a rich background in business development and negotiation from her time at ICICI Bank and Inbrew Beverages. She holds a PGP from the Indira Institute of Management, Pune.

While her profile is professionally focused, Shalini shows an interest in the innovation and strategy of major global corporations, following technology leaders like Microsoft and Philips.

Her career path is marked by a unique and successful transition across diverse industries, from banking and HR to her current role in fintech SaaS.

Personality Overview

Process Oriented

Overcautious

Tough To Convince

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Customer Success
Currently manages customer success initiatives for a fintech SaaS platform, focusing on enhancing user engagement, satisfaction, and retention for corporate clients.
Human Capital
Previously served as an Assistant Manager of Human Resources, with experience in employee relations, team management, and aligning HR practices with organizational missions.
Business Negotiation
Possesses a strong foundation in negotiation, a skill consistently applied throughout her career in banking with ICICI, HSBC, and Deutsche Bank.

Media Appearances

Shalini has no verified media appearances

Work History

5-2025
Manager, Customer Success at Zaggle
8-2021 - 5-2025
Assistant Manager Human Resources at Inbrew Beverages Pvt Ltd
8-2013 - 10-2018
Manager at ICICI Bank
7-2010 - 7-2011
ASM at HSBC Bank
7-2008 - 6-2010
Acquisition Manager at Deutsche Bank

Education

2006 - 2008
pgp from INDIRA INSTITUTE OF MANAGEMENT (MCA), PUNE

More Information

Social Presence :

Prographics :

Exp : 12 Location : Pune, Maharashtra, India Job Level : Middle Designation : Manager, Customer Success at Zaggle
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Insights For Selling To Shalini

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shalini is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Shalini

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Shalini move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Shalini take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Shalini

Personality Compatibility


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