CA Pankaj Bakshi

Evaluator
DISC Type : CDS

Chief Operating Officer at Swapnil Patni's Classes - India

Pune, Maharashtra, India

Overview

Pankaj is a Chartered Accountant and the Chief Operating Officer at Swapnil Patnis Classes, a leading CA Ed-Tech brand. With over 14 years of experience, he focuses on bridging financial strategy with aggressive market expansion and is currently guiding the company towards a pre-IPO trajectory. He holds a Bachelor of Commerce from the University of Kota.

Outside of his executive role, Pankaj appears to be a reflective individual passionate about mentorship. His writings touch on the importance of smart work over busy work, continuous learning, and personal growth. He often shares philosophical insights and motivational quotes to guide students and professionals.

He is steering his company through a major growth phase, validated by recent strategic funding from ace investor Mr. Sunil Singhania.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

EdTech Expansion
As COO, he is leading Swapnil Patni's Classes through its next growth phase, explicitly mentioning a pre-IPO trajectory as the goal.
Strategic Finance
As a Chartered Accountant, he emphasizes looking "beyond the balance sheet" to use deep financial expertise for driving tangible business growth and market expansion.
Student Mentorship
He frequently posts advice for students on career growth, communication skills, and the need for smart revision, showing a passion for guiding the next generation.

Media Appearances

CA has no verified media appearances

Work History

6-2020
Chief Operating Officer at Swapnil Patni's Classes - India
3-2019 - 6-2020
Manager of Operations at Swapnil Patni's Classes - India
6-2017 - 3-2019
Manager at Swapnil Patni's Classes - India
11-2012 - 10-2021
PARTNER at M/S S P V & CO.
9-2012 - 12-2012
ACCOUNTS MANAGER at AAKRITI LANDCON PRIVATE LIMITED

Education

8-2007 - 11-2011
CA from The Institute of Chartered Accountants of India
2007 - 2010
Bachelor of Commerce (B.Com.) from UNIVERSITY OF KOTA

More Information

Social Presence :

Prographics :

Exp : 16 Location : Pune, Maharashtra, India Job Level : Leadership Designation : Chief Operating Officer at Swapnil Patni's Classes - India
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Insights For Selling To CA Pankaj

During A Call Or A Meeting

DO's

  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with CA Pankaj is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from CA Pankaj

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will CA Pankaj move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can CA Pankaj take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And CA Pankaj

Personality Compatibility


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