Bhaskar Banerjee

Inquirer
DISC Type : dc

Senior Vice President at Citi

New York City Metropolitan Area, United States

Overview

A results-driven Program Manager with over 15 years of experience leading complex digital transformations at major financial institutions like Citi, Bank of America, and Wells Fargo. He is an expert in data remediation and regulatory adherence, with an MBA and a Professional Scrum Product Owner certification. Colleagues describe him as an "exceptional business analyst. "

Outside of work, Bhaskar shows an interest in community initiatives, highlighting a charity run organized by friends. He is also intrigued by creative, win-win environmental ideas and follows discussions on long-term investment philosophies, indicating a curiosity for innovative solutions and market strategies.

He was particularly impressed by the unconventional idea of training birds to clean up cities for treats.

Personality Overview

Judgemental

Upfront

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Data Governance
His career at Citi, Wells Fargo, and other institutions has focused on overseeing end-to-end data workflows, lineage, and remediation within highly regulated financial environments.
Regulatory Compliance
A core part of his experience involves managing cross-functional teams across Legal, Compliance, and Risk to ensure strict regulatory adherence for financial products and services.
Agile Product Ownership
He is a certified Professional Scrum Product Owner (PSPO I) and has held multiple Product Owner roles, demonstrating a commitment to agile frameworks for delivering technology solutions.

Media Appearances

Bhaskar has no verified media appearances

Work History

11-2021
Senior Vice President at Citi
10-2021 - 11-2022
Consultant at Citi
1-2021 - 10-2021
Product Owner - Fixed Income Shared Services at PGIM
11-2018 - 12-2020
Product Owner - Regulatory Compliance at Bank of America
6-2016 - 11-2018
Technical Project Manager - Supplemental Analytical Market Indicative (SAMI) at Wells Fargo Securities

Education

BTECH from Indian Institute of Technology, Madras
MBA from Xavier Institute of Management(XIM Bhubaneswar)

More Information

Social Presence :

Prographics :

Exp : 21 Location : New York City Metropolitan Area, United States Job Level : Leadership Designation : Senior Vice President at Citi
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Insights For Selling To Bhaskar

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Highlight the competitive differentiation of your product

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bhaskar is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Bhaskar

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Bhaskar move?

  • Their decision making speed is somewhere in the middle.
  • Can Bhaskar take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Bhaskar

Personality Compatibility


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