Pulkit Jain

Critic
DISC Type : C

Vice President of Global Banking Artifical Intelligence at Bank of America

Charlotte, North Carolina, United States

Overview

Pulkit is a Vice President at Bank of America, specializing in AI and NLP product management within the financial sector. With over 10 years of experience, he has delivered complex NLP solutions for credit and wealth management. Colleagues consistently describe him as a great team player, professional, and an excellent collaborator.

Outside of his direct role, Pulkit is passionate about continuous learning and staying current with technological advancements in AI and data science. He follows industry leaders like Microsoft and Oracle to keep abreast of the latest innovations in the field.

He is actively exploring the next wave of artificial intelligence, as shown by his recent engagement with the upcoming Agentic AI Conference.

Personality Overview

Information Seeker

Negotiator

ROI Driven

They prefer to do logical analysis and value evidence over emotions.  Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often.

Topics They Care About

Agentic AI
Showed recent interest by planning to attend the Agentic AI Conference in April 2026, indicating he actively follows the latest AI trends.
NLP in Finance
He has successfully led and delivered curated NLP products for wholesale enterprise credit, global wealth management, and internal privacy teams at major financial institutions.
AI Product Strategy
As a seasoned product manager, he focuses on the intersection of AI technology and business to drive innovative solutions and deliver exceptional user experiences.

Media Appearances

Pulkit has no verified media appearances

Work History

10-2022
Vice President of Global Banking Artifical Intelligence at Bank of America
11-2021
Feature lead at Bank of America
3-2020 - 10-2021
Senior Product Owner at Wells Fargo
7-2017 - 3-2020
Program Manager/Lead Business Data Analyst at Bank of America
8-2016 - 7-2017
Faculty Assistant for Agile Project Management at Syracuse University

Education

2015 - 2017
Master’s Degree from Syracuse University
2009 - 2013
Bachelor’s Degree from Ramaiah Institute Of Technology

More Information

Social Presence :

Prographics :

Exp : 11 Location : Charlotte, North Carolina, United States Job Level : Senior Designation : Vice President of Global Banking Artifical Intelligence at Bank of America
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Insights For Selling To Pulkit

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try too hard to build a relationship with them
  • Make extra effort to not seem pushy or confrontational
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pulkit is

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

  • 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 Pulkit move?

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

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

You And Pulkit

Personality Compatibility


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