Puneetkumar Pattar

Associate Partner

Bengaluru, Karnataka, India15 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in banking and capital markets strategy.
  • Proven track record in leading international teams.
  • Strong analytical thinker with a focus on execution.
Stackforce AI infers this person is a Fintech expert with strong capabilities in banking strategy and analytics.

Contact

Skills

Core Skills

BankingDemand GenerationFinancial AnalysisPresentationsData Visualization

Other Skills

ChatGPTOrganizational LeadershipDigital StrategyData AnalysisBusiness Relationship ManagementManagement ConsultingBFSIMicrosoft Power BIPower BIDashboardsAccount ManagementFinancial MarketsFinancial ModelingInvestmentsPortfolio Management

About

Currently, as a leader of PwC Insights Factory's Banking and Capital Markets practice, I am helping our partners to help top-tier global banks navigate complex changes and drive growth. I specialize in outside-in, insight-led storytelling for executive audiences - turning financial, market, and regulatory data into clear, actionable strategy. My work spans all major banking segments (especially U.S inbounds, i.e., foreign banks in the U.S), with a focus on enabling CEO/CFO-level conversations, supporting account teams, and shaping go-to-market opportunities. I bring deep industry knowledge, sharp analytical thinking, and a strong focus on execution and value creation. With over 15 years of rich experience in financial and industry research, I’m a self-driven and result-oriented business manager. I have a strong track record of leading multidisciplinary international teams and have held significant roles at CRISIL, Copal Partners, Sanlam, HDFC Bank, and ICICI Bank. I’ve successfully delivered multiple assignments for global investment banks - showcasing proven client engagement, project execution, and cross-border team leadership. I work closely with C-level decision-makers and am recognized as a high-performance leader, strong culture carrier, and dedicated mentor. I hold a B.Com from Karnataka University and an MBA from the Indian Institute of Management Ahmedabad.

Experience

Pwc

2 roles

Senior Manager

Promoted

Jul 2022Present · 3 yrs 8 mos

  • Actively covering U.S. banks, with a focus on foreign players (Canadian, Japanese, and European banks), delivering strategic insights on industry trends, earnings, and key events.
  • Revenue & demand generation: Partnering with senior leaders to craft high-impact ideas that drive client conversations, enhance sales strategies, and generate demand for PwC services.
  • Tech & Analytics Power User: Leverage GenAI (Chat GPT), S&P Capital IQ, IDC, Factiva, PitchBook, Alpha-sense, Salesforce, and other tools to uncover trends, drive insights, and optimize decision-making.
  • High-Impact Storytelling: Transform complex financial data into clear, compelling narratives and presentations that influence stakeholders and drive action.
  • Leadership & Team Development: Lead and mentor a team of associates, ensuring continuous upskilling and fostering a culture of analytical excellence and innovation.
Demand GenerationPresentationsBankingChatGPTOrganizational LeadershipDigital Strategy

Manager

Jun 2021Jun 2022 · 1 yr

Crisil global research & analytics

2 roles

Account Manager

Aug 2018Apr 2020 · 1 yr 8 mos

Lead Analyst

Nov 2015Aug 2018 · 2 yrs 9 mos

Moody's analytics knowledge services

Senior Equity Analyst

Jul 2014Oct 2015 · 1 yr 3 mos · Bengaluru Area, India

Sanlam

Equity Analyst

Feb 2011Jun 2014 · 3 yrs 4 mos · Bengaluru Area, India

Hdfc bank ltd

Assistant Manager

Jun 2010Feb 2011 · 8 mos · Bengaluru Area, India

Icici bank

Officer

Dec 2008Dec 2009 · 1 yr · Hyderabad Area, India

Education

Indian Institute of Management Ahmedabad

Master of Business Administration - MBA

Jan 2020Present

Karnataka University, Dharwad

Bachelor of Commerce - BCom

Jan 2005Jan 2008

Sainik School, Bijapur

Class VI-XII — Secondary & Higher Secondary Education

Jan 1997Jan 2004

Kendriya Vidyalaya

Class I-V — Primary Education

Jan 1992Jan 1997

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