Bhaskar Chatterjee

Inquisitor
DISC Type : Ic

Co-Founder at STARLIGHT WEALTH

Bengaluru, Karnataka, India

Overview

Bhaskar Chatterjee is the Co-Founder of Starlight Wealth LLP, bringing over 20 years of dedicated experience in the Indian financial services industry. His expertise covers corporate treasury solutions, investment advisory, portfolio management, and institutional sales. He holds an MBA from the LN Mishra Institute of Economic Development and Social Change.

He has significant team management and general administrative experience across Indias major financial centers, including Delhi, Mumbai, and Bangalore.

Personality Overview

Curious

Assertive

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince.

Topics They Care About

Wealth Management
A core focus throughout his career, including his current role as Co-Founder and previous senior positions at IIFL Wealth Management and Wealth Advisors.
Institutional Sales
His experience consistently highlights a focus on institutional sales, client relations, and building business with corporate clients.
Investment Strategy
His background as an Investment Strategist and portfolio manager indicates a deep interest in developing effective investment approaches for clients.

Media Appearances

How do strategic moves lead to success in fintech with Bhaskar Chatterjee (Co‑Founder, Starlight Wealth). Featured in YouTube

See Now

Work History

3-2020
Co-Founder at STARLIGHT WEALTH
2-2019 - 2-2020
Asst Vice President at IIFL Wealth Management Ltd
6-2016 - 2-2019
Associate Vice President at Wealth Advisors (India) Pvt. Ltd
3-2015 - 5-2016
Investment Strategist at TrustPlutus Wealth Managers (India) Pvt Ltd
5-2014 - 2-2015
Principal Partner at Wellnest India Projects Pvt Ltd

Education

1997 - 1999
MBA from LN MISHRA INSTITUTE
1993 - 1997
Bachelor of Science (B.Sc.) from Magadh University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Bengaluru, Karnataka, India Job Level : Leadership Designation : Co-Founder at STARLIGHT WEALTH
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Insights For Selling To Bhaskar

During A Call Or A Meeting

DO's

  • Persuade objectively how your product will help them achieve their goals
  • Help them understand the risk aspect fully while inspiring confidence
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bhaskar is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Bhaskar

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Bhaskar move?

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

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

You And Bhaskar

Personality Compatibility


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