Nikhil Banerjee

Critic
DISC Type : C

Principal Consultant at INSIGHT FINANCIALS

Melbourne, Victoria, Australia

Overview

Nikhil Banerjee is the Founder and Principal Consultant at INSIGHT FINANCIALS, leveraging two decades of experience in the financial services industry. He holds an MBA and has completed a Management Development Program at the Indian Institute of Management, Indore. Colleagues describe him as enthusiastic, supportive, and a motivational professional.

He is passionate about the emotional and financial significance of homeownership, a value shaped by his familys experience in India. Nikhil believes owning a home is a matter of pride and a key part of wealth creation, seeing it as more than just a transaction but a foundational personal achievement.

After a long career in major banks like ANZ, he founded his own financial consultancy to provide clients with deeper insights.

Personality Overview

Precise

ROI Driven

Objective Thinker

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Home & Investment Lending
His career at ANZ and his current consultancy, INSIGHT FINANCIALS, are focused on helping clients with home loans, refinancing, and investment properties.
Financial Literacy
He has publicly commented on how a lack of financial awareness can be detrimental to an individual's journey of wealth creation.
Leadership & Followership
He frequently shares thoughts on the dynamics of effective leadership and the importance of coordination and good followers within a team.

Media Appearances

Nikhil has no verified media appearances

Work History

9-2020
Principal Consultant at INSIGHT FINANCIALS
9-2022 - 6-2024
Home and Investment Lending Manager at ANZ
3-2020 - 9-2020
Learning Management System Administrator at Metro Trains Melbourne
3-2019 - 3-2020
Business Development Manager at Battlerz
3-2016 - 11-2018
Center Manager at ASG

Education

2009 - 2010
MDP from Indian Institute of Management, Indore
2013 - 2015
Master of Business Administration (M.B.A.) from Sikkim Manipal University, Gangtok

More Information

Social Presence :

Prographics :

Exp : 7 Location : Melbourne, Victoria, Australia Job Level : Middle Designation : Principal Consultant at INSIGHT FINANCIALS
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Insights For Selling To Nikhil

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nikhil is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Nikhil

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Nikhil move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Nikhil take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Nikhil

Personality Compatibility


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