Sridevi Kannan

Inquirer
DISC Type : dc

Director at HSBC

Mumbai, Maharashtra, India

Overview

Sridevi Kannan is a Director in Investment Banking at HSBC with extensive experience in the financial services industry. A qualified Chartered Accountant and CFA charterholder, she previously served as a Vice President at JM Financial, where she was involved in significant corporate finance transactions.

She was part of one of Indias biggest merger and acquisition deals in the microfinance (MFI) industry.

Personality Overview

Demanding

ROI Conscious

Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Investment Banking
Her entire career, including her current Director role at HSBC and previous VP role at JM Financial, is centered around investment banking activities.
M&A Transactions
She has expressed pride in successfully executing complex transactions and was part of a landmark deal in India's MFI space.
Capital Markets
Her name is on official filings for open offers and IPOs, indicating direct involvement in capital market deals at both JM Financial and HSBC.

Media Appearances

Sridevi has no verified media appearances

Work History

9-2023
Director at HSBC
Vice President at JM Financial
6-2011
Senior Associate at JM Financial
4-2022 - 11-2023
Director at JM Financial
4-2008 - 4-2011
Internship at Deloitte Haskins and Sells

Education

Education details unavailable from CFA Institute, USA
2006 - 2010
Finance from The Institute of Chartered Accountants of India

More Information

Social Presence :

Prographics :

Exp : 17 Location : Mumbai, Maharashtra, India Job Level : Mid-senior Designation : Director at HSBC
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Insights For Selling To Sridevi

During A Call Or A Meeting

DO's

  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sridevi is

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

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

Insights For Deal Planning

    How fast (or slow) will Sridevi move?

  • Their decision making speed is somewhere in the middle.
  • Can Sridevi take some risk or not?

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

You And Sridevi

Personality Compatibility


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