Swati Pant

Questioner
DISC Type : c

Customer Banking Specialist at Commonwealth Bank

Greater Sydney Area, Australia

Overview

Swati Pant is a customer-focused banking specialist at Commonwealth Bank, dedicated to simplifying finance and building strong client relationships. With an MBA from Pune University, she has a proven track record of enhancing client satisfaction and driving growth through empathetic engagement and clear communication, particularly within diverse communities.

Personality Overview

Cautious & Analytical

Price-Sensitive

Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Topics They Care About

Relationship Banking
Her professional headline is "Simplifying Finance. Building Relationships, " indicating a core focus on creating strong connections with customers in her banking role.
Customer Experience
In a previous role, she increased client satisfaction by 25% by handling numerous daily inquiries and resolving most issues within 24 hours.
Financial Simplification
Her headline explicitly states a focus on "Simplifying Finance, " suggesting an interest in making financial products and services more accessible and understandable for clients.

Media Appearances

Swati has no verified media appearances

Work History

8-2025
Customer Banking Specialist at Commonwealth Bank
3-2015 - 4-2020
Student Service Coordinator at Wisekangaroo Pty Ltd

Education

6-1998 - 2-2000
Master of Business Administration - MBA from Pune University
3-1995 - 4-1998
Bachelor of Arts - BA from Fergusson College, Pune

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Sydney Area, Australia Job Level : Junior Designation : Customer Banking Specialist at Commonwealth Bank
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Insights For Selling To Swati

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Swati is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Swati

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Swati move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Swati take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Swati

Personality Compatibility


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