Anshul Kuthiala, CFA

Questioner
DISC Type : c

Business Analyst at InvestCloud, Inc.

Bengaluru, Karnataka, India

Overview

Anshul is a Business Analyst at InvestCloud with a strong background in finance, evidenced by his CFA charter and prior roles at EY and Thomson Reuters. He is a graduate of IIM-Calcuttas FinTech program and combines his financial expertise with technical skills in Python, C#, and VBA for process automation and tool development.

Describing himself as "a finance guy who loves to code, " Anshul is passionate about the intersection of finance and technology. He actively pursues this interest by taking courses, recently earning a certification in Supervised Machine Learning, and has successfully passed all three levels of the CFA exam.

His colleagues praise him for his ability to simplify complex tasks and juggle multiple projects effectively.

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

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

Topics They Care About

FinTech & Blockchain
Graduated from an advanced program in FinTech and Financial Blockchain at the Indian Institute of Management, Calcutta.
Applied Machine Learning
Recently obtained a certification in Supervised Machine Learning, showing a clear interest in applying AI to practical problems.
Process Automation
Peers highlight his expertise in using VBA, C#, and Python for problem-solving, process improvement, and automation.

Media Appearances

Anshul has no verified media appearances

Work History

11-2017
Business Analyst at InvestCloud, Inc.
7-2015 - 10-2017
Manager, Transactions Advisory Services at EY
8-2007 - 6-2015
Team Lead at Thomson Reuters
4-2006 - 7-2007
Assistant Manager at Religare Securities Ltd.

Education

2022 - 2023
Advanced Programme in FinTech and Financial Blockchain from Indian Institute of Management, Calcutta
2004 - 2006
PGDBM from Indian Business Academy

More Information

Social Presence :

Prographics :

Exp : 19 Location : Bengaluru, Karnataka, India Job Level : Mid-senior Designation : Business Analyst at InvestCloud, Inc.
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Insights For Selling To Anshul

During A Call Or A Meeting

DO's

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

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anshul 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 Anshul

  • 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 Anshul move?

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

  • Can Anshul take some risk or not?

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


You And Anshul

Personality Compatibility


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