Anil Joshi

Evaluator
DISC Type : Dcs

Director - Transformation, Finance & Regulatory at Citi

Mumbai, Maharashtra, India

Overview

Anil is a business-technology leader with over 25 years of experience leading global transformations in the financial and technology sectors. In his current role at Citi, he focuses on Finance and Regulatory solutions. People who have worked with him often describe him as a self-motivated, hands-on manager and a true technologist.

He is a passionate professional who believes in proactively making things happen rather than waiting for them to unfold. He enjoys building a culture where team members feel secure and motivated to deliver beyond expectations. His social posts show an interest in progressive work policies, like work-from-home, and in recognizing inspirational leadership in colleagues.

Throughout his career at firms like JPMorgan Chase, American Express, and IBM, Anil has consistently built and led programs focused on big data platforms and business re-engineering.

Personality Overview

Hard To Convince

Quality Focused

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Financial Transformation
He leads global transformation focused on Finance, Regulatory, and Strategic Ledger Solutions in his current role at Citi and previously led strategy at JPMorgan Chase.
Regulatory & Compliance
His title and experience at multiple banks highlight a deep focus on regulatory programs, including building centralized KYC and AML platforms.
Big Data Platforms
At JPMorgan Chase, he was responsible for building Big Data and Data Lake platforms to drive business transformation and real-time business intelligence.

Media Appearances

Anil has no verified media appearances

Work History

10-2024
Director - Transformation, Finance & Regulatory at Citi
6-2019 - 10-2024
Vice President, Strategy & Transformation at JPMorgan Chase & Co.
4-2018 - 6-2019
Vice President, Corporate & Investment Banking Technologies at JPMorgan Chase & Co.
3-2015 - 3-2018
Service Delivey Leader (TPM), APAC at American Express
9-2013 - 3-2015
Lead Project Manager at IBM

Education

2014 - 2014
Strategic IT Management for CIOs from Indian Institute of Management Ahmedabad
2011 - 2013
PGDIBS from Indian Institute of Foreign Trade

More Information

Social Presence :

Prographics :

Exp : 22 Location : Mumbai, Maharashtra, India Job Level : Mid-senior Designation : Director - Transformation, Finance & Regulatory at Citi
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Insights For Selling To Anil

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anil is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Anil

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Anil move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Anil take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Anil

Personality Compatibility


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