Pankaj Sharma

Commander
DISC Type : D

Vice President (Market Intellignce and Strategy) at BNY Mellon

Chandigarh, India

Overview

Pankaj is a strategic market and client intelligence leader with over 18 years of experience in investment banking and asset management at firms like BNY Mellon and Ernst & Young. He specializes in translating complex data into clear, decision-ready insights for senior executives. Colleagues describe him as thoughtful, sharp, and results-focused.

Outside of his corporate role, Pankaj is passionate about personal finance and wealth management. He enjoys expressing his thoughts by writing articles designed to help others improve their financial lives, focusing on topics like investment, satisfaction, and achieving a healthy work-life balance.

He is currently writing a series of articles to help people manage their personal financial lives.

Personality Overview

Impact-Driven

Strong-Willed

Risk-Taker

More than the product, they care about the impact of the product.  They prefer to be the ones controlling the conversation or defining the terms. They take a lot of pride in personal achievements.

Topics They Care About

Executive Decision-Making
His career focuses on converting complex market and client signals into clear, board-ready insights that empower senior leaders to make confident commercial and risk decisions.
Revenue & Risk Strategy
He has experience spotting early-warning signals in client activity and revenue trends to develop proactive retention and revenue-protection strategies.
Personal Finance
He actively writes and posts articles about wealth management, investing, and financial planning, aiming to help people better manage their financial lives.

Media Appearances

40 Under 40 – Featuring Pankaj Sharma (Vice President, Market Intelligence & Strategy, BNY Mellon). Featured in ExactDN (PDF)

See Now

Work History

8-2015 - 12-2025
Vice President (Market Intellignce and Strategy) at BNY Mellon
11-2011 - 8-2015
Assistant Manager at Ernst & Young
8-2007 - 11-2011
Senior Associate at Acuity Knowledge Partners

Education

2005 - 2007
Master of Business Administration (MBA) from Amity University
2002 - 2005
Bachelor of Commerce (Hons.) from Panjab University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Chandigarh, India Job Level : N/A Designation : Vice President (Market Intellignce and Strategy) at BNY Mellon
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Insights For Selling To Pankaj

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don’t take too much time in sending them information if they ask for any
  • Do not spend too much time focusing on product tech or features
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pankaj is

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

  • If they decide not to go ahead, they will say no without hesitation.

Insights For Deal Planning

    How fast (or slow) will Pankaj move?

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

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

You And Pankaj

Personality Compatibility


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