Rajesh Pooppotte

Visionary
DISC Type : Ds

Director, Portfolio Management at First Citizens Bank

India

Overview

Rajesh Pooppotte is a Director of Portfolio Management with 20 years of experience leading strategic initiatives and building high-performance teams at firms like First Citizens Bank and Commonwealth Bank. He specializes in process optimization and delivering cost savings. Colleagues describe him as a leader with high integrity, strong analytical skills, and a desire for accuracy.

Beyond his professional roles, Rajesh is the author of the book "Touching the Excellence". His writing and online posts reveal a deep interest in personal growth, self-awareness, and the philosophical challenges of corporate life, leadership, and pursuing ones passion.

He has successfully set up and built a Chief Data & Analytics Office from the ground up for a major international bank.

Personality Overview

Risk Tolerant

Direct & Assertive

Goal-Oriented

Reading between the lines and seeing beyond your words comes naturally to them.  They might take some time to make their mind up but once they do, they don't change it easily. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Data Office Setup
He has direct experience setting up and scaling a Chief Data & Analytics Office in Bengaluru with a scope of over 1000 members for Commonwealth Bank.
Portfolio Management
As the Director of Portfolio Management at First Citizens Bank, this is central to his current role and responsibilities. [Predicted]
Leadership Philosophy
His posts frequently explore the nuanced realities and challenges of leadership, moving beyond the title to discuss the practical difficulties involved.

Media Appearances

Rajesh has no verified media appearances

Work History

5-2025
Director, Portfolio Management at First Citizens Bank
12-2020 - 4-2025
Senior Project Manager at Commonwealth Bank
12-2017 - 12-2020
Associate Director at UBS
2-2010 - 11-2017
Senior Project Manager at Qatar Airways
2-2008 - 3-2010
Associate Project Manager at ANZ

Education

2003 - 2005
PG in Information technology from Symbiosis Institute of Management Studies
Personal Finance from 1% Club

More Information

Social Presence :

Prographics :

Exp : 22 Location : India Job Level : Mid-senior Designation : Director, Portfolio Management at First Citizens Bank
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Insights For Selling To Rajesh

During A Call Or A Meeting

DO's

  • You can spend time on BANT (or other qualification methodology) but keep it to the point
  • During followups, use phone or text if needed, they should be fine
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rajesh is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Rajesh

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Rajesh move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Rajesh take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Rajesh

Personality Compatibility


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