Venugopal Rao Uttarkar

Doer
DISC Type : sd

Pune, Maharashtra, India

Overview

Venugopal is a results-driven FinTech professional with over 18 years of experience in transformation, product management, and investment banking operations. As a Certified Scrum Product Owner®, he has deep expertise in Client Due Diligence, Transfer Agency, and AML/KYC regulations, focusing on platforms like Fenergo and Multifonds.

He actively shares technical knowledge with his network, creating and distributing templates for advanced SQL functions to help others improve their skills.

Personality Overview

Strategic Planner

Long-term Focused

Risk-Accepting

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. Reading between the lines and seeing beyond your words comes naturally to them.

Topics They Care About

FinTech Transformation
His senior role focuses on transformation within corporate and institutional banking, backed by 18+ years of experience in the FinTech sector.
Client Due Diligence
Serves as a Product Owner for CDD, possessing specific expertise in Fenergo, AML, KYC, FATCA, and CRS processes.
Agile Product Ownership
He is a Certified Scrum Product Owner® (CSPO®), demonstrating a commitment to agile methodologies in his product management work.

Media Appearances

Venugopal has no verified media appearances

Work History

Venugopal has no verified job history

Education

Venugopal has no verified education history

More Information

Social Presence :

Prographics :

Exp : N/A Location : Pune, Maharashtra, India Job Level : N/A Designation : N/A
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Insights For Selling To Venugopal Rao

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Venugopal Rao 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 Venugopal Rao

  • 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 Venugopal Rao move?

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

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

You And Venugopal Rao

Personality Compatibility


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