Shruthi Belle Southekal, MSc., MBA

Evaluator
DISC Type : sdc

Director, Business Credit at ATB Financial

Calgary, Alberta, Canada

Overview

Shruthi is the Director of Business Credit at ATB Financial, specializing in creditworthiness, risk analysis, and client relationships. Her extensive background includes managing a $1. 4 billion energy loan portfolio. She holds an MBA from the Haskayne School of Business, where she graduated on the Deans List.

Outside of her finance career, Shruthi is a certified fitness instructor. She is passionate about combining fitness with fun and expresses this through teaching Bollywood dance.

Unique fact: She is an AFLCA certified fitness instructor who loves to teach Bollywood dance.

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Credit & Risk Management
Her career at ATB Financial has focused on credit and risk, from managing energy portfolios to her current Director role in Business Credit and past role in Risk Advisory.
Energy Sector Finance
She previously managed a portfolio of over 25 energy companies with more than $1. 4 billion in loans and attends events for Young Professionals in Energy (YPE).
Women in Leadership
Recently completed the VersaFi (formerly WCM) Soar program and the W by ATB Everywoman Accreditation, both designed to support senior women in leadership roles.

Media Appearances

Shruthi has no verified media appearances

Work History

6-2021
Director, Business Credit at ATB Financial
9-2020
Associate Director, Risk Advisory & Management at ATB Financial
5-2014 - 9-2020
Portfolio Manager at ATB Financial
6-2018
AFLCA Certified Fitness Instructor at GYMVMT
2-2011 - 4-2014
Business Analyst (Part Time) at Catyeus Inc.

Education

2012 - 2015
Master of Business Administration (MBA) from Haskayne School of Business
2001 - 2003
MSc from University of Mumbai

More Information

Social Presence :

Prographics :

Exp : 18 Location : Calgary, Alberta, Canada Job Level : Mid-senior Designation : Director, Business Credit at ATB Financial
URL has been copied!

Insights For Selling To Shruthi

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shruthi is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Shruthi

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Shruthi move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Shruthi take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Shruthi

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.