Jyoti Bhatnagar

Critic
DISC Type : C

Executive Director | Product Owner | Wealth Management Americas Technology at UBS

Pune, Maharashtra, India

Overview

A technology executive with over 20 years of experience, Jyoti excels in driving enterprise transformation and product innovation within financial services. She specializes in delivering AI-driven solutions, modernizing global platforms, and holds a B. E. from Pune University along with a certification in AI For Everyone.

Jyoti is passionate about building high-performing global teams and developing future leaders. A strong advocate for Diversity, Equity, and Inclusion (DEI), she is committed to fostering innovative and thriving work cultures that empower people to succeed.

She has a proven track record of aligning technology with business priorities to solve complex challenges and accelerate growth.

Personality Overview

Information Seeker

ROI Driven

Objective Thinker

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Enterprise Transformation
Drives large-scale transformation programs and modernizes global platforms within the financial services industry, aligning technology with key business priorities to foster growth.
AI & Data Platforms
Focuses on delivering AI-driven solutions and enabling data-driven decision-making to create lasting business impact and accelerate enterprise growth.
Diversity & Inclusion
A vocal DEI advocate who is passionate about championing diversity to create thriving and innovative work cultures where future leaders can be developed.

Media Appearances

Jyoti has no verified media appearances

Work History

10-2024
Executive Director | Product Owner | Wealth Management Americas Technology at UBS
3-2024 - 4-2025
Executive Director | Chief Operating Office | GOTO India at UBS
7-2020 - 3-2024
Vice President | Chief Operating Office | CTOO India at Credit Suisse
6-2019 - 6-2020
Vice President | Technology Account Lead | Infrastructure services, GCTO at Credit Suisse
1-2016 - 5-2019
Vice President | Delivery Manager | Risk & Finance IT at Credit Suisse

Education

2001 - 2005
B.E. from Pune University

More Information

Social Presence :

Prographics :

Exp : 13 Location : Pune, Maharashtra, India Job Level : Senior Designation : Executive Director | Product Owner | Wealth Management Americas Technology at UBS
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Insights For Selling To Jyoti

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect

DONT's

  • Do not use very emotional or colorful language
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jyoti is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Jyoti

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Jyoti move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jyoti take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jyoti

Personality Compatibility


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