Shweta Zond

Evaluator
DISC Type : csd

Senior Analyst at BNY

Pune, Maharashtra, India

Overview

Shweta is a Chartered Accountant and Senior Analyst at BNY Mellon specializing in global financial reporting. She manages complex fund structures and NAV reviews under IFRS, Lux GAAP, and US GAAP. A graduate of Shivaji University, she is also proficient in Advent Geneva and SAP.

She is a reflective individual who writes about her professional journey and values continuous learning, seeing challenges as training opportunities. Her personal philosophy emphasizes slowing down to improve decision-making and focusing on one task at a time to maintain high-quality output.

Unique fact: Shweta has foundational training in Forensic Accounting and Fraud Investigation.

Personality Overview

Quality Focused

Fast But Analytical

Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Global Fund Reporting
Her daily work involves managing complex fund structures, NAV reconciliations, and investment valuations in compliance with IFRS, Lux GAAP, and US GAAP.
Actionable Financial Data
She focuses on making financial data useful by highlighting key numbers and suggesting next steps, turning raw data into decision points.
Mindful Productivity
Advocates for slowing down to separate urgency from importance, believing that a deliberate pace improves the quality of decisions more than speed.

Media Appearances

Shweta has no verified media appearances

Work History

1-2025
Senior Analyst at BNY
7-2023 - 11-2024
Audit Manager at V S Potdar & Co.
9-2019 - 10-2022
Article Assistant at Khire khandekar and kirloskar chartered Accountants (Firm)

Education

C.A from ICAI
6-2017 - 6-2020
Bachelor of Commerce - BCom from Shivaji University, Kolhapur

More Information

Social Presence :

Prographics :

Exp : 5 Location : Pune, Maharashtra, India Job Level : N/A Designation : Senior Analyst at BNY
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Insights For Selling To Shweta

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Showcase how you can impact results but also make sure that you share detailed information too

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid making strong statements, instead invite them to agree with you by asking them questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shweta is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Shweta

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Shweta move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Shweta take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Shweta

Personality Compatibility


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