Puneet Makhija

Researcher
DISC Type : Cs

Associate Vice President at HCLTech

Greater Sydney Area, Australia

Overview

Puneet Makhija is an Associate Vice President at HCLTech with over 29 years of experience leading complex technology transformations in financial services. An AGSM MBA graduate with a PMP certification, he excels in program delivery for banking, insurance, and payments. Colleagues describe him as professional, collaborative, and committed to ownership.



He was recently recognized with the HCLTech Supercharger League award, one of the most prestigious honors within his organization.

Personality Overview

Self-Disciplined

Cost Conscious

Perfectionist

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Financial Transformation
He has extensive experience leading IFRS17, core banking, and payment hub transformation programs for major financial institutions like AMP and ANZ.
Complex Program Rescue
His profile highlights a key expertise in taking over and leading complex and troubled programs, managing critical senior stakeholders to ensure delivery.
Cybersecurity in Banking
He directly managed a cybersecurity uplift program at AMP Bank, indicating a hands-on focus on security within modern financial systems.

Media Appearances

Puneet has no verified media appearances

Work History

10-2022
Associate Vice President at HCLTech
11-2020 - 9-2022
Global Program Director at HCLTech
9-2017 - 11-2020
Finance Transformation Program Manager at AMP
4-2015 - 9-2017
Technology Program Manager at ANZ
9-2014 - 4-2015
Card Product Implementation Manager at FIS

Education

MBA from AGSM @ UNSW Business School
Bachelor's degree from Osmania University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Greater Sydney Area, Australia Job Level : Senior Designation : Associate Vice President at HCLTech
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Insights For Selling To Puneet

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Puneet is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Puneet

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Puneet move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Puneet take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Puneet

Personality Compatibility


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