Shreevara TR

Enthusiast
DISC Type : i

Financial Planner at Self-employed

Bengaluru, Karnataka, India

Overview

Shreevara TR is a product support and client onboarding specialist with a background in high-growth fintech companies like smallcase and Paytm. He leverages a PG Diploma in Financial Planning to optimize processes and enhance client success. Colleagues have described him as a quick learner and a good team player.

He has a demonstrated interest in the functions of governmental bodies, specifically those related to immigration and citizenship in Canada. He also follows professional services firms focused on finance and accounting placements, indicating a keen awareness of the financial job market.

Unique fact: Shreevara holds a certification as a "High ticket Closer, " highlighting a specialized skill in sales.

Personality Overview

Non-Confrontational

Consensus Focused

Story Driven

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Fintech Client Success
His experience at Paytm and smallcase centers on client onboarding, support, and retention within fast-paced financial technology environments.
Workflow Optimization
He has hands-on experience streamlining operational workflows and supporting product initiatives to improve efficiency.
Financial Planning
Holds a postgraduate diploma in Financial Planning and has experience as a self-employed financial planner, focusing on advisory and tax preparation.

Media Appearances

Shreevara has no verified media appearances

Work History

4-2023
Financial Planner at Self-employed
5-2021 - 4-2022
Product Support Specialist at smallcase
12-2020 - 11-2021
CDD and Client Onboarding Associate at Paytm

Education

5-2022 - 4-2023
PG Diploma in Financial Planning from George Brown Polytechnic

More Information

Social Presence :

Prographics :

Exp : 4 Location : Bengaluru, Karnataka, India Job Level : N/A Designation : Financial Planner at Self-employed
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Insights For Selling To Shreevara

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be too formal with them, they trust informality more
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shreevara is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Shreevara

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Shreevara move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Shreevara take some risk or not?

  • They can take some low-probability risks if needed.

You And Shreevara

Personality Compatibility


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