Sona Naik

Sharpshooter
DISC Type : CD

Senior Relationship Manager (Senior Manager) - NRI Banking at Kotak Mahindra Bank

Bengaluru, Karnataka, India

Overview

Sona has no verified overview

Personality Overview

Thorough Evaluator

Fast But Analytical

Rigorous & Demanding

More than the product, they care about the impact of the product.  They like to move fast and expect the same from others. They take a lot of pride in personal achievements.

Topics They Care About

Sona has no verified topics they care about

Media Appearances

Sona has no verified media appearances

Work History

2-2023
Senior Relationship Manager (Senior Manager) - NRI Banking at Kotak Mahindra Bank
11-2022 - 2-2023
PCG Equity Advisor (Senior Manager) - PCG Desk at Anand Rathi Shares and Stock Brokers Ltd
12-2019 - 10-2022
Senior Relationship Manager (Deputy Manager) - HNI Desk at HDFC securities
3-2016 - 8-2019
Relationship Manager (Asst Manager) - NRI Equity Desk at HDFC securities
10-2015 - 2-2016
Executive - Financial Advisory at Karvy Stock Broking

Education

2012 - 2014
MBA from Jawaharlal Nehru Technological University, Hyderabad
2009 - 2012
B.Com Computers from Sri Krishnadevaraya University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Bengaluru, Karnataka, India Job Level : Middle Designation : Senior Relationship Manager (Senior Manager) - NRI Banking at Kotak Mahindra Bank
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Insights For Selling To Sona

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Get to the point quickly instead of spending time doing small talk
  • When negotiating terms, help them build an impression that they are the ones calling the shots

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being a storyteller and don’t try to oversell
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sona is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Sona

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Sona move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Sona take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Sona

Personality Compatibility


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