Anupam Bansal

Wildcard
DISC Type : cis

Global Editorial Board at CDO Magazine

Jersey City, New Jersey, United States

Overview

Anupam Bansal is an Executive Director at JP Morgan Chase, leading the Global Instrument Data Product and Transformation team. With over 15 years of experience, he specializes in reference data strategy to reduce risk and meet regulatory demands. He holds a Masters from Columbia University and an MBA from NYU Stern School of Business.

Outside of finance, Anupam is passionate about fostering STEM education for students. He serves as a board member for ONMYOWNTECHNOLOGY, an organization that provides educational programs in robotics, electronics, and AI/ML to schools and colleges. He has lived and worked in Mumbai, Sydney, and New York.

He is a co-inventor on multiple patents for systems and methods related to multimodal reference data management and processing.

Personality Overview

ROI Driven

Curious But Skeptical

Requires Proof

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Topics They Care About

Reference Data Strategy
He is the Global Head for Instrument Data Product and Change at JP Morgan, with over 15 years of experience in the reference data space.
Data-Driven Innovation
He holds several patents for systems related to data routing, matching, and aggregated symbology, demonstrating a focus on creating novel data solutions.
STEM Education
Serves on the board of ONMYOWNTECHNOLOGY, an organization that brings educational robotics, AI, and machine learning programs to students.

Media Appearances

Anupam Bansal, Executive Director and Global Head, Instrument Data Product and Change at JP Morgan joins CDO Magazine Global Editorial Board. Featured in CDO Magazine

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Work History

7-2022
Global Editorial Board at CDO Magazine
2-2022
Board Member at ONMYOWNTECHNOLOGY
2-2020
Board Member at CUSIP Global Services
5-2010
Executive Director at JP Morgan Chase
4-2007 - 4-2010
Senior Business Analyst at UBS

Education

Masters from Columbia University
MBA from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 18 Location : Jersey City, New Jersey, United States Job Level : Senior Designation : Global Editorial Board at CDO Magazine
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Insights For Selling To Anupam

During A Call Or A Meeting

DO's

  • Be prepared for a lot of questions, answer them objectively
  • Focus on immediate action-items rather than the larger goals
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anupam is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Anupam

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Anupam move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Anupam take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Anupam

Personality Compatibility


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