Vaibhav Garg

Examiner
DISC Type : cs

Head of Product, Financial Services at Tally Solutions Pvt Ltd

Bengaluru, Karnataka, India

Overview

Vaibhav is the Head of Product for Financial Services at Tally Solutions, with over a decade of experience in Indias Fintech and SME-tech landscape. An alumnus of IIT Bombay, his career includes founding a digital lending platform and being a founding member of a leading InsurTech firm.

He is passionate about the intersection of technology and finance, particularly how financial services can be contextually integrated into existing products to drive better engagement and monetization. He actively shares his insights through publications and his professional network.

Unique fact: Vaibhav authored the India chapter for the "Open Finance Global Progress eBook, " highlighting his expertise in the domain.

Personality Overview

Tough To Convince

Unexpressive

Late Adopter

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

SME Fintech
His career is dedicated to building financial technology for small and medium enterprises in India, from accounting SaaS to digital lending platforms.
Embedded Finance
He established Zwitch. io, an embedded finance vertical, with the belief that financial services should be delivered contextually within existing products.
Open Banking
He is an active voice in India's open banking movement, having authored the India chapter for a global ebook on open finance progress.

Media Appearances

Vaibhav has no verified media appearances

Work History

1-2024
Head of Product, Financial Services at Tally Solutions Pvt Ltd
4-2023 - 3-2024
Independent Consultant at Self Employed
12-2020 - 3-2023
Business Strategy at Open Financial Technologies
1-2019 - 12-2020
Founder at Boro
5-2014 - 12-2018
Founding Member at Zopper

Education

2005 - 2009
Bachelor of Technology from Indian Institute of Technology, Bombay

More Information

Social Presence :

Prographics :

Exp : 11 Location : Bengaluru, Karnataka, India Job Level : Mid-senior Designation : Head of Product, Financial Services at Tally Solutions Pvt Ltd
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Insights For Selling To Vaibhav

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vaibhav is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Vaibhav

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Vaibhav move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Vaibhav take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Vaibhav

Personality Compatibility


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