Smita Chari, CAMS

Critic
DISC Type : C

Director, BD/RIA Compliance at Forge

San Francisco, California, United States

Overview

Smita has no verified overview

Personality Overview

Information Seeker

ROI Driven

Negotiator

They prefer to do logical analysis and value evidence over emotions.  They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Smita has no verified topics they care about

Media Appearances

Smita has no verified media appearances

Work History

3-2025
Director, BD/RIA Compliance at Forge
11-2023 - 1-2025
Director, Compliance and Operations at Stockpile
10-2021 - 9-2023
Vice President | Investments and Capital Markets Compliance Advisory at Bank of the West
3-2017 - 9-2021
Principal Examiner | Member Supervision at FINRA
2-2015 - 11-2016
Risk & Control -Operations at Nomura

Education

Bachelor of Commerce from Goa University
Post Graduate - Business Administration from Symbiosis (SCDL)

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Director, BD/RIA Compliance at Forge
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Insights For Selling To Smita

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Smita is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Smita

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Smita move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Smita take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Smita

Personality Compatibility


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