Shubham Rai

Inquirer
DISC Type : cd

Associate Director at UBS

Mumbai, Maharashtra, India

Overview

Shubham Rai is an Associate Director and Agile Product Owner at UBS, focused on FP&A Change Management. He specializes in leading automation projects and change initiatives, drawing on his experience from roles at Deloitte and Reliance Industries. He holds an MBA and is a Certified Scrum Master (CSM).

He is passionate about continuous professional development, recently completing a Google-authorized course on Agile project management to supplement his certifications and hands-on experience in the field.

He earned his Certified Scrum Master (CSM) designation from the Scrum Alliance.

Personality Overview

Demanding

Upfront

Hard To Convince

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. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Agile Methodologies
As a Certified Scrum Master (CSM) and Agile Product Owner, he actively pursues courses and certifications to deepen his expertise in delivering value effectively.
Change Management
His role at UBS is centered on leading change initiatives within the finance group, implementing new systems and driving strategic innovation.
Process Automation
He has a strong focus on initiating and developing automation projects to enhance performance, improve efficiency, and ensure data accuracy in financial operations.

Media Appearances

Shubham has no verified media appearances

Work History

6-2022
Associate Director at UBS
10-2021 - 6-2022
Product and Project Manager at Reliance Industries Limited
4-2019 - 10-2021
Lead Business Analyst at Deloitte Consulting
4-2018 - 5-2018
Consulting Intern at Deloitte India (Offices of the US)
7-2016 - 2-2017
Business Analyst at Capgemini

Education

2017 - 2019
MBA - Master of Business Administration from SYMBIOSIS INTERNATIONAL UNIVERSITY
2010 - 2014
Bachelor of Engineering (B.Eng.) from Sathyabama Institute of Science & Technology, Chennai

More Information

Social Presence :

Prographics :

Exp : 9 Location : Mumbai, Maharashtra, India Job Level : Mid-senior Designation : Associate Director at UBS
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Insights For Selling To Shubham

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Be crisp while making the pitch
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Refrain from asking too many questions
  • Don't try too hard to get friendly, let it happen with time
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shubham is

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

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

Insights For Deal Planning

    How fast (or slow) will Shubham move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Shubham take some risk or not?

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

You And Shubham

Personality Compatibility


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