Amit Tak Email & Phone Number

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

Insurance Broking for General and Life Insurance

Leasing of Construction equipments

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

✯ 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

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

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

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

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

Master Of Business Administration (M.B.A.)

Bachelor Of Engineering (B.E.)