Bhaskar Gupta, MBA, CTP

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DISC Type : CD

First Vice President at Apple Bank

New York, New York, United States

Overview

Bhaskar is a financial technology executive with over 25 years of experience driving digital transformation for major banks. A Certified Treasury Professional with an MBA from SPJIMR, he specializes in delivering mission-critical solutions. Colleagues describe him as a knowledgeable, dependable, and resourceful trusted advisor.

Outside of his primary role, Bhaskar is committed to continuous professional development and actively supports emerging talent, as shown by his encouragement of bank interns. He also follows innovations in technology, showing an interest in companies like Tesla.

Unique fact: Bhaskar was an integral part of Cognizants front-line team during its rapid growth from a $1 billion to a $10 billion company.

Personality Overview

Rigorous & Demanding

ROI Driven

Precise But Practical

They prefer to be the ones controlling the conversation or defining the terms.  They respond well to strong and respectful communication. They are not always relationship oriented.

Topics They Care About

Treasury & Payments
He recently obtained the Certified Treasury Professional (CTP) certification and actively engages with the Association for Financial Professionals (AFP), highlighting a strong current focus.
Digital Banking Transformation
His entire career, including roles at Apple Bank and First Citizens, has focused on aligning technology with business strategy to deliver digital banking initiatives.
M&A Tech Integration
He has a proven track record of leading large-scale technology transformation projects related to mergers and acquisitions and core bank conversions.

Media Appearances

Bhaskar has no verified media appearances

Work History

3-2022
First Vice President at Apple Bank
4-2013 - 3-2022
Vice President at First Citizens Bank
3-2006 - 3-2013
Sr.PM / Managing Consultant at Cognizant Technology Solutions
3-2004 - 2-2006
Sr. Business Analyst / Project Lead at VirtusaPolaris
4-2003 - 2-2004
Assistant Manager Business Development at Larsen & Toubro Limited

Education

2001 - 2003
M B A from SPJIMR SP Jain Institute of Management & Research
1994 - 1998
Bachelor of Science - BS from National Institute of Technology Durgapur

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York, New York, United States Job Level : Senior Designation : First Vice President at Apple Bank
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Insights For Selling To Bhaskar

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Refer to testimonials from well-known industry leaders

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bhaskar is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Bhaskar

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Bhaskar move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Bhaskar take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Bhaskar

Personality Compatibility


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