Shilpi Gupta

Inquirer
DISC Type : cd

Project Manager at Countable.co

Mississauga, Ontario, Canada

Overview

Shilpi is an experienced Project Lead and Agile Consultant with over 15 years in the financial industry, specializing in capital markets, wealth management, and regulatory reporting. She holds an M. Sc. in IT and certifications as a Certified ScrumMaster (CSM) and Oracle Certified Professional (OCP), leading projects for major banks.

She possesses deep, hands-on experience in a wide range of specific regulatory frameworks, including MIFID II, SFTR, BASEL II, FINTRAC, and FATCA.

Personality Overview

Hard To Convince

Demanding

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Agile Methodologies
Has over eight years of experience as a Senior Scrum Master and Agile Coach in the financial sector, applying scrum principles at major banks like BMO and CIBC.
Regulatory Compliance
Her project experience includes a strong focus on regulatory and compliance initiatives such as MIFID II, SFTR, BASEL II, AML/KYC, OSFI, and FATCA.
Digital Banking
Possesses strong experience in evolving digital strategy and implementing it within online and mobile banking spheres for institutions like HSBC and CIBC.

Media Appearances

Shilpi has no verified media appearances

Work History

1-2023
Project Manager at Countable.co
1-2021 - 12-2022
Sr. Scrum Master/ Agile Project Manager at BMO
9-2017 - 1-2021
Sr. Agile Consultant at CIBC
9-2015 - 8-2017
Sr. Agile Consultant at HSBC
10-2014 - 8-2015
Sr. Agile Consultant at XN Worldwide Insurance

Education

Master's degree from Panjab University, Chandigarh
Master's degree from Sikkim Manipal Institute of Technology (SMIT)

More Information

Social Presence :

Prographics :

Exp : 10 Location : Mississauga, Ontario, Canada Job Level : Middle Designation : Project Manager at Countable.co
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Insights For Selling To Shilpi

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers

DONT's

  • Refrain from asking too many questions
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shilpi is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Shilpi

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Shilpi move?

  • Their decision making speed is somewhere in the middle.
  • Can Shilpi take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Shilpi

Personality Compatibility


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