Pinaki Bhattacharya

Critic
DISC Type : C

Lead Instructor at Utkarsh Small Finance Bank

Ghaziabad, Uttar Pradesh, India

Overview

Pinaki Bhattacharya is a distinguished Lead Trainer at Utkarsh Small Finance Bank, specializing in large-scale employee onboarding and sales training. His career includes key training and management roles at Kotak Mahindra Bank. He holds a PGDBM and a certification in trade finance, underpinning his expertise in the banking sector.

He is passionate about fostering professional growth and leadership, often sharing insights on management psychology, such as the Pygmalion effect, to enhance team performance. Pinaki is actively involved in shaping future talent through campus recruitment drives and participating in industry-wide discussions on training methodologies.

Interesting fact: He was recognized with the Exemplary Performance Award for FY 24-25, presented directly by his banks MD & CEO.

Personality Overview

Information Seeker

Objective Thinker

ROI Driven

They prefer to analyze logically and value objective facts over emotions.  They don’t appreciate bells and whistles unless backed by data. They like to take decisions independently and do not seek others' support often.

Topics They Care About

Large-Scale Onboarding
He spearheaded PAN India induction programs for over 28, 000 new employees in FY 24-25, creating structured, role-based learning frameworks.
Sales Enablement
His background as a Lead Sales Trainer and Regional Training Manager for assets and liabilities teams highlights his focus on driving business through effective training.
Leadership Psychology
He actively encourages team leaders to explore concepts like the "Pygmalion vs Golem effect" to foster a culture of problem-solving and employee evolution.

Media Appearances

Pinaki has no verified media appearances

Work History

11-2022
Lead Instructor at Utkarsh Small Finance Bank
10-2022
Lead Sales Trainer at Utkarsh Small Fin Bank at Utkarsh Small Finance Bank
8-2017 - 2-2023
Regional Training Manager at Kotak Mahindra Bank
9-2010 - 2-2023
Branch Banking Relationship Manager at Kotak Mahindra Bank
9-2010 - 11-2022
Associate Vice President at Kotak Mahindra Bank

Education

1982 - 1992
+2 from Kendriya Vidyalaya
1982 - 1992
Education details unavailable from Kendriya Vidyalaya, Muradnagar

More Information

Social Presence :

Prographics :

Exp : 24 Location : Ghaziabad, Uttar Pradesh, India Job Level : Senior Designation : Lead Instructor at Utkarsh Small Finance Bank
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Insights For Selling To Pinaki

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Do not use very emotional or colorful language
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pinaki is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Pinaki

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Pinaki move?

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

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

You And Pinaki

Personality Compatibility


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