Shreya Malkar

Examiner
DISC Type : cs

Associate Vice President at Motilal Oswal Financial Services Ltd

Mumbai, Maharashtra, India

Overview

Shreya Malkar is a senior management professional at Motilal Oswal with over 16 years of experience managing projects across financial services. She specializes in liaising between business and IT teams for requirements gathering and holds an MBA from the Welingkar Institute of Management.

She demonstrates a strong passion for continuous personal and professional development. Recently, she has dedicated time to upskilling by completing several courses in business analysis, requirements elicitation, and business process modeling, sharing these accomplishments with her network.

Unique fact: She recently completed three distinct business analysis and requirements gathering courses back-to-back.

Personality Overview

Status Quo Seeker

Process Oriented

Unexpressive

They are thorough and always follow a systematic approach.  Being observant comes to them naturally. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Business Process Modeling
She recently completed a specialized course on this topic, indicating a direct interest in understanding and improving business workflows and analysis techniques.
Bridging Business & IT
Her entire career focuses on translating business requirements into functional language for IT teams, making this a core professional passion.
Capital Markets
Her experience at financial institutions like Motilal Oswal and Kotak Securities centers on projects within the capital markets domain.

Media Appearances

Shreya has no verified media appearances

Work History

4-2024
Associate Vice President at Motilal Oswal Financial Services Ltd
4-2021 - 8-2024
Deputy Vice President at Kotak Securities
4-2017 - 3-2021
Associate Vice President at Kotak Securities
4-2015 - 3-2017
Senior Manager at Kotak Securities

Education

Bachelor of Commerce - BCom from University of Mumbai
Master of Business Administration - MBA from Welingkar Institute of Management

More Information

Social Presence :

Prographics :

Exp : 10 Location : Mumbai, Maharashtra, India Job Level : Senior Designation : Associate Vice President at Motilal Oswal Financial Services Ltd
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Insights For Selling To Shreya

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shreya is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Shreya

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Shreya move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Shreya take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Shreya

Personality Compatibility


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