Venugopal Rao Uttarkar

📍 Pune, Maharashtra, India

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.

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Location

Pune, Maharashtra, India

Personality Overview

How Venugopal shows up

Communication Style

Decision Approach

Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Priorities

Topics Venugopal cares 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.

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Career

Work history

No work historyWe do not have verified professional history for this person yet.

In the press

Media appearances

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Education

Venugopal has no verified education history

Social presence

Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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Selling to Venugopal?

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How to run the call and the meeting
His cold-calling profile and exact script
How to write an email that lands
How to negotiate and close

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During a call or a meeting

Ask them at the end if they see a strong value prop in your product; expect an honest answer

DON'T

Don't go over them unless you are left with no other option

Suggest clear next steps with confidence, don't be vague or hesitant

Reveal the full meeting playbookFree. 10 seconds.

When cold calling

Pattern Interrupt: A polite and formal approach, that doesn’t sound over-friendly or too aggressive makes it hard for them to say no to you.

Pace: Slow down a little bit, especially if you are fast usually. Sound like a 'calming break from the day' person.

Reveal the cold-call scriptFree. 10 seconds.

When writing an email

Subject: To the point, formal

Length of mail: Short

Salutation: No Greeting: No. Tone of words: Confident with a formal touch. Bullet points: Could use. Closing line: Formally state your ask. Complimentary close: None or standard. Overall messaging: Focused on output

Reveal the full email formulaFree. 10 seconds.

Negotiating and closing

The secret to closing Venugopal fast: Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either

How fast will Venugopal move? They will want to understand things well but can move fast once they have a clear picture.

Reveal the closing strategyFree. 10 seconds.

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