Amit Tak

Amit Tak Email and Phone Number

B.E/MBA / Seasoned Banker / Founder/Angel Investor @ Bharatsure
Amit Tak's Location
Mumbai, Maharashtra, India, India
Amit Tak's Contact Details

Amit Tak work email

Amit Tak personal email

About Amit Tak

Founder of three successfully running companies. Business Advisor & Angel InvestorTwenty Two years of Experince in Banking.

Amit Tak's Current Company Details
Bharatsure

Bharatsure

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B.E/MBA / Seasoned Banker / Founder/Angel Investor
Amit Tak Work Experience Details
  • Bharatsure
    Director
    Bharatsure Oct 2024 - Present
    Mumbai, Maharashtra, India
    Bharatsure powers India's insurance access by offering a full-stack technology, servicing and product infrastructure that helps our partners like brokers, agents, banks and fintech institutions seamlessly distribute group insurance and healthcare benefits to organizations across India with a superior customer experience.Our proprietary cross-sell suite on retail and embedded insurance further enables them to unlock an extra income.Learn more at www.bharatsure.com
  • Viosa
    Business Mentor
    Viosa May 2022 - Present
  • Healthysure
    Business Advisor
    Healthysure Jan 2022 - Present
  • Pratiraksha 4Ever Insurance Brokers Pvt Ltd
    Founder
    Pratiraksha 4Ever Insurance Brokers Pvt Ltd Jan 2020 - Present
    Insurance Broking for General and Life Insurance
  • Aadhyansh Enterprises Llp
    Founder
    Aadhyansh Enterprises Llp Jul 2017 - Present
    Leasing of Construction equipments
  • 1
    Head Of Treasury
    1 Sep 2014 - Present
    Ahmedabad Area, India
    ✯ Augmenting short-term investments to create highest ROI ✯ Leading the review and extending support to the Treasurer and Senior Treasury Analyst in the drafting Treasury’s Quarterly Board Report for MD✯ Supporting in devising the company's future goals and supporting tactical initiatives✯ Overseeing the assess cash positions and liquidate investments in line with requirements to fund payments✯ Ensuring excess cash is invested suitably✯ Key role involvement in key decisions as a member of the executive management team✯ Managing and maintaining banking relationships✯ Representing the company with investment bankers and investors✯ Directly reporting to Managing director for all initiatives related to Treasury and new initiations✯ Steering the SLR requirement of the Society✯ Overseeing Cash Reserve Ratio for the society✯ Working towards portfolio growth
  • Icici Bank
    Chief Manager 11
    Icici Bank Aug 2011 - Aug 2014
    ✯ Spearheaded a Cluster of six branches comprising team of 100 banking professionals✯ Managed P&L, people management, customer relations and quality initiatives✯ Worked towards profitability of the cluster across all product segments✯ Instrumental in on job mentoring, review and continuous administration to attain the specified targets✯ Built teams to augment customer satisfaction and business goals✯ Created and executed various strategic marketing schemes to attain higher sales volumes and retain HNW customer✯ Closely worked with the functional department to generate leads for creating portfolio, outlining strategic marketing schemes for generating higher sales volumes and retention of HNW customers✯ Ensured compliance with company procedures, programs and policy regulations to maintain business control✯ Attained Cluster Profitability of INR 4 Cr ( USD 1Mn) in Financial Year 12-13
  • Hdfc Bank
    Asstt. Vice President
    Hdfc Bank 2005 - 2011
    Mumbai
    ✯ Ensured the generation of volumes & revenues without compromising on statutory, compliance & audit compliances of the bank✯ Led nearly 40 + highly skilled personnel to accomplish the Branch targets ✯ Spearheaded channels sourcing for several products of the Bank✯ Augmented the Book size of the branch for INR 200 Cr (USD 40Mn) in one year
  • Axis Bank
    Deputy-Manager
    Axis Bank 2004 - 2005
    Mumbai
    ✯ Monitored Branch operations and Demat operations✯ Oversaw Branch Credit like Overdraft, LC and Bank guarantee ✯ Maintained and strengthened revenue generating relationship with priority customers and corporate clients to establish new opportunities for the bank✯ Offered financial advisory to HNI and priority clients✯ Led customer acquisition and retention✯ Ensured timely returns were submitted to the zonal office
  • Consolidated Previous Experience
    Avp/Investment Manager
    Consolidated Previous Experience 1998 - 2004
    June 01 – Feb 04 BOB Capital Markets Ltd Mumbai Wholly Owned Subsidiary of Bank of Baroda Assistant Vice PresidentOct 98 – May 01 Madhav Nagrik Sahakari Bank Sirohi Treasury & Investment Manager
  • Consolidated Previous Experience
    Avp/Investment Manager
    Consolidated Previous Experience 1998 - 2004
    Mumbai/Sirohi-Rajasthan
    June 01 – Feb 04 BOB Capital Markets Ltd Mumbai Wholly Owned Subsidiary of Bank of Baroda Assistant Vice PresidentOct 98 – May 01 Madhav Nagrik Sahakari Bank Sirohi Treasury & Investment Manager

Amit Tak Skills

Retail Banking Commercial Banking Banking Cross Selling Loans Branch Banking Credit Credit Analysis Relationship Management Credit Risk Trade Finance Core Banking Branch Management Portfolio Management Private Banking Credit Cards Wealth Management Internet Banking Customer Service Customer Satisfaction Mortgage Lending Customer Retention Customer Engagement Financial Risk Small Business Lending

Amit Tak Education Details

  • Nagpur University
    Master Of Business Administration (M.B.A.)
  • M B M Engineering College, Rajasthan
    M B M Engineering College, Rajasthan
    Bachelor Of Engineering (B.E.)

Frequently Asked Questions about Amit Tak

What company does Amit Tak work for?

Amit Tak works for Bharatsure

What is Amit Tak's role at the current company?

Amit Tak's current role is B.E/MBA / Seasoned Banker / Founder/Angel Investor.

What is Amit Tak's email address?

Amit Tak's email address is am****@****ail.com

What schools did Amit Tak attend?

Amit Tak attended Nagpur University, M B M Engineering College, Rajasthan.

What skills is Amit Tak known for?

Amit Tak has skills like Retail Banking, Commercial Banking, Banking, Cross Selling, Loans, Branch Banking, Credit, Credit Analysis, Relationship Management, Credit Risk, Trade Finance, Core Banking.

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