Tanvi Gupta Stephens

Observer
DISC Type : ic

Managing Director - Segments and Propositions at Barclays

United Kingdom

Overview

Tanvi Gupta Stephens is a Managing Director at Barclays, leading customer segments and propositions for the £4. 7bn personal banking business. An experienced financial services leader with an MBA from MIT Sloan, she has a strong record of delivering exceptional results, particularly in challenging turnaround scenarios, and driving organizational growth for over 20 million customers.

Outside of her core role, Tanvi is passionate about celebrating her colleagues successes and actively participates in industry events, such as speaking on a panel for International Womens Day at Kings College London. She draws inspiration from her family, particularly her fathers long and successful career as a global leader in banking.

Unique fact: Her father, Piyush Gupta, is a recently retired and highly respected global banking leader, whose career she finds truly humbling and inspiring.

Personality Overview

Assertive

Example Seeker

Value Driven

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

Topics They Care About

Customer Segmentation
Her current role as Managing Director involves leading the team responsible for customer segments and propositions for Barclays' personal banking business, serving over 20 million customers.
Business Transformation
Her profile highlights a strong track record of delivering results in challenging turnaround scenarios and driving organizational transformation and growth.
Women in Leadership
She recently spoke at an event at King's College London in honor of International Women's Day, indicating a passion for this topic.

Media Appearances

Tanvi has no verified media appearances

Work History

4-2024
Managing Director - Segments and Propositions at Barclays
7-2023 - 4-2024
Head of Premier & Wealth at Barclays
10-2022 - 6-2023
Head of Premier Banking at Barclays
1-2022 - 6-2023
Head of Customer Engagement at Barclays
8-2020 - 3-2022
Chief of Staff to Head of Customer at Barclays

Education

11-2025 - 1-2027
Fellowship from Forward Institute
2015 - 2017
Master of Business Administration (M.B.A.) from MIT Sloan School of Management

More Information

Social Presence :

Prographics :

Exp : 13 Location : United Kingdom Job Level : Mid-senior Designation : Managing Director - Segments and Propositions at Barclays
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Insights For Selling To Tanvi

During A Call Or A Meeting

DO's

  • Build rapport, it will come handy to handle hard questions later
  • Invite them for a social do but don’t rely solely on the relationship
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tanvi is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Tanvi

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

Insights For Deal Planning

    How fast (or slow) will Tanvi move?

  • They like to analyze well and then make their decisions.
  • Can Tanvi take some risk or not?

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

You And Tanvi

Personality Compatibility


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