Soham Mondal

Observer
DISC Type : ic

Team Lead at InstaMortgage

Kolkata, West Bengal, India

Overview

Soham is a Team Lead at InstaMortgage with 10 years of experience in the US mortgage sector, specializing in the closing process. Holding an MBA from the Institute of Engineering and Management, he focuses on managing team deliverables, ensuring quality, and improving processes.

While at a previous role, Soham consistently achieved 100% on all Service Level Agreements every single month.

Personality Overview

Assertive

Curious

Example Seeker

They are likely to ask many questions and look heavily for supporting information.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Mortgage Closing
He has a decade of experience in US mortgage closing and has held multiple roles focused on this specific function.
Team Leadership
His responsibilities include allocating work, training new members, providing feedback, and managing team deliverables to ensure smooth operations.
Hiring & Recruiting
He is actively involved in sourcing new talent for his team, having recently shared posts about hiring experienced underwriters.

Media Appearances

Soham has no verified media appearances

Work History

11-2021
Team Lead at InstaMortgage
11-2021
Financial Services Manager at InstaMortgage
5-2020 - 3-2021
Senior Financial Analyst at Better
5-2020 - 3-2021
Operational Specialist at BMTG ADVISORS INDIA PVT LTD (Better.com)
12-2017 - 3-2020
Financial Analyst at XL Dynamics India Pvt. Ltd.

Education

2012 - 2014
Master of Business Administration from Institute Of Engineering and Management
High School Diploma from HBHS

More Information

Social Presence :

Prographics :

Exp : 9 Location : Kolkata, West Bengal, India Job Level : Middle Designation : Team Lead at InstaMortgage
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Insights For Selling To Soham

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Soham is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Soham

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Soham move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Soham take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Soham

Personality Compatibility


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