Swati Gupta

Inquisitor
DISC Type : Ic

Processing Manager at InstaMortgage

Sunnyvale, California, United States

Overview

Swati has no verified overview

Personality Overview

Value Driven

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Swati has no verified topics they care about

Media Appearances

Swati has no verified media appearances

Work History

2-2022
Processing Manager at InstaMortgage
11-2019 - 2-2022
Senior Loan Processor at InstaMortgage
9-2017 - 11-2018
Loan Processor/ Loan Closer at Loan Factory, Inc
9-2014 - 9-2017
Loan Closing Specialist/ Loan Processor at Avex Funding
8-2014 - 9-2014
Accounting Specialist at Silicon Park Financial Services

Education

2009 - 2011
Master of Business Administration (MBA) from Saint Peter's University
2004 - 2007
Bachelor of Commerce (BCom) from New L.J Commerce College,India

More Information

Social Presence :

Prographics :

Exp : 11 Location : Sunnyvale, California, United States Job Level : Middle Designation : Processing Manager at InstaMortgage
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Insights For Selling To Swati

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Avoid making offhand commitments
  • Don’t brush off any concerns, take all questions seriously
  • 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 Swati is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Swati

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Swati move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Swati take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Swati

Personality Compatibility


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