Vinita Lalpuria

Questioner
DISC Type : c

Associate Client Director - Clients & Industries - FS at Deloitte

Mumbai Metropolitan Region, India

Overview

Vinita Lalpuria is an Associate Director at Deloitte with over 19 years of experience in the financial services sector. She specializes in fostering client relationships, negotiating strategic deals, and driving growth. A key achievement includes orchestrating a $380M deal to deploy an AI-powered analytics suite for a major bank.

She holds a Masters degree from NMIMS, a Management Development Program certificate from SPJIMR, and is certified in AWS Cloud Practitioner Essentials. People who have worked with her describe her as a "quick learner" and "very confident".

Unique fact: Vinita successfully managed a $2B portfolio of enterprise banking clients while at a previous organization.

Personality Overview

Not Easily Convinced

Price-Sensitive

Systematic

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Strategic Client Engagement
Her career is focused on building strong client relationships and managing large, high-value portfolios within the financial services industry.
AI in Banking
Orchestrated a high-value enterprise deal to deploy an AI-powered analytics suite across a large public sector bank's national network.
Financial Services Growth
Focuses on delivering value and impactful outcomes for stakeholders in the constantly evolving Financial Services (FS) sector.

Media Appearances

Vinita has no verified media appearances

Work History

4-2022
Associate Client Director - Clients & Industries - FS at Deloitte
9-2018 - 1-2022
Regional Manager - Anti Fraud Unit, Bureau- BFSI at CRIF India
5-2017 - 7-2018
Enterprise sales - BFSI at Probe Information Services Pvt Ltd
2-2016 - 5-2017
Regional Manager, BFSI at CRISIL Limited
5-2014 - 2-2016
Business Banking Relationship Manager at Kotak Mahindra Bank

Education

4-2008 - 1-2011
Master's degree from SVKM's Narsee Monjee Institute of Management Studies (NMIMS)
11-2024 - 11-2024
Management Development Program from SPJIMR SP Jain Institute of Management & Research

More Information

Social Presence :

Prographics :

Exp : N/A Location : Mumbai Metropolitan Region, India Job Level : N/A Designation : Associate Client Director - Clients & Industries - FS at Deloitte
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Insights For Selling To Vinita

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • If you have a lower priced product compared to the competition, call out the same
  • Share as much information as possible regarding your product

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Vinita is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Vinita

  • 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 Vinita move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Vinita take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Vinita

Personality Compatibility


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