Manish Upadhyay

Inspirer
DISC Type : id

VP, Finance and Treasury Transformation at Barclays

India

Overview

Manish is a VP at Barclays and a results-driven finance professional with 17 years of experience in banking, specializing in strategy and transformations. He holds an MBA and certifications including PMP and Scrum Master. Colleagues describe him as a "terrific professional" and a "phenomenal person. "

His career began unconventionally as a Fourth Engineer Officer with V-Ships Inc. in Monaco, demonstrating a unique transition from maritime engineering to global finance. This background provides him with a distinct perspective on operations and complex systems, which he now applies to the banking sector.

Unique fact: He started his professional life as a sea-faring engineer officer before moving into the world of international banking and finance.

Personality Overview

Achievment Oriented

Fast Adopter

Generous

They don’t mind taking a stand if they believe in something.  They measure a product on its merit but can be influenced by strong testimonials. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Finance Transformation
He leads global engagements in finance and treasury transformation at Barclays, focusing on technology implementations, regulatory changes, and process re-engineering.
Regulatory Reporting
His project experience includes leading initiatives for regulatory reporting acceleration, such as FinRep and CoRep, highlighting his expertise in financial compliance.
Agile Methodologies
He is certified as a PMP, PRINCE 2 Practitioner, and Scrum Master, indicating a strong focus on efficient and structured change and project management.

Media Appearances

Manish has no verified media appearances

Work History

3-2019
VP, Finance and Treasury Transformation at Barclays
10-2014 - 3-2019
AVP at Barclays
12-2007 - 10-2014
Manager at HSBC
9-2006 - 4-2007
Research Analyst at VISA USA INC
9-2000 - 6-2003
Fourth Engineer Officer at V-Ships Inc. Monaco

Education

2004 - 2006
MBA from University at Buffalo School of Management, The State University of New York
Education details unavailable from Karnatak University

More Information

Social Presence :

Prographics :

Exp : 21 Location : India Job Level : Senior Designation : VP, Finance and Treasury Transformation at Barclays
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Insights For Selling To Manish

During A Call Or A Meeting

DO's

  • Acknowledge their status and position during the conversation
  • Get them to a point where they are ready to bat for your product internally
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t be very informal even if they are being so themselves
  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Manish is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Manish

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will Manish move?

  • If they develop confidence in your product and you, then they can make fast decisions.
  • Can Manish take some risk or not?

  • If necessary, they have the ability to take risky decisions.

You And Manish

Personality Compatibility


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