Shivani Agarwal

Questioner
DISC Type : c

Assistant Manager at EY

Kolkata, West Bengal, India

Overview

Shivani Agarwal is an Assistant Manager in the Assurance department at EY GDS in Kolkata. A Bachelor of Commerce graduate from St. Xaviers College, she specializes in auditing, accounting, and market research. She has been recognized with multiple awards for her dedication and exceptional client service since joining the firm.

Shivani demonstrates a strong commitment to community service, notably through her participation in a financial literacy drive organized by "Advisor Zaroori Hain. " This experience highlights her passion for leveraging her financial knowledge to educate and empower others in the community.

In her time at EY GDS, she has already earned several accolades, including the Spot Award and the Exceptional Client Service award.

Personality Overview

Systematic

Cautious & Analytical

Not Easily Convinced

They prefer to analyze every situation thoroughly.
  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Auditing & Accounting
Her primary role is in the Assurance department at EY, and she lists auditing and accounting as key areas of professional interest.
Financial Literacy
She was actively involved in a financial literacy drive, indicating a personal passion for financial education and community outreach.
Exceptional Client Service
She has been formally recognized with an "Exceptional Client Service" award at EY, showing a commitment to high-quality client relations.

Media Appearances

Shivani has no verified media appearances

Work History

9-2025
Assistant Manager at EY
8-2022 - 9-2025
Associate at EY
7-2021 - 6-2022
Acconting Intern at Saraf & Co.
2-2021 - 4-2021
Internship Trainee at Indian Oil Corp Limited
8-2020 - 10-2020
Human Resources Management at Youth India Foundation

Education

2019 - 2022
B.Com from St. Xavier's College (Autonomous), Kolkata

More Information

Social Presence :

Prographics :

Exp : 4 Location : Kolkata, West Bengal, India Job Level : Middle Designation : Assistant Manager at EY
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Insights For Selling To Shivani

During A Call Or A Meeting

DO's

  • Emphasize on objective proof of ROI, help them do a thorough evaluation
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shivani 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 Shivani

  • 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 Shivani move?

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

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


You And Shivani

Personality Compatibility


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