
26th Jan 25
Sales and Leadership Wisdom from the Leaders,Jaideep Hansraj
I asked Mr. Jaideep Hansraj, CEO – Kotak Bank wealth, How has selling evolved in the finance industry over the last two decades?
He replied Even though the platforms for sales have evolved over the years but the cardinal rule of selling remains the same – Never sell anything to anybody unless you know they would come back for more. In the world where competition and advice are as free flowing as a writer’s wit; it is important to assign a degree of tangibility to the age-old values like credibility and trust. Towards this, the integration of scientific processes and analytics into traditional decision making and reporting has lent better transparency to the clients and thereby strengthened the trust quotient between the managers and clients. This also means selling with a refined degree of customization, in sync with the risk appetite and fund requirements, have become a prerequisite in the present age.
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