Prashant Joshi

Prashant Joshi Email and Phone Number

Versatile Sales & Marketing Leader | 17+ Yrs in Fintech & BFSI Strategy, B2B Sales, Brand Penetration | Expert in Alliances, Distribution & Digital Marketing | Proven Success in Startup & Product Growth. @ Shootih
Prashant Joshi's Location
Indore, Madhya Pradesh, India, India
About Prashant Joshi

With a career spanning over two decades, I've honed my skills across a broad spectrum of roles, including Sales & Operations, Business Development, Training, Team Management, Institutional Client Relationships, P&L and Franchise Management, Retail Management, and Strategic Planning. My journey has been marked by a deep dive into the fintech and BFSI sectors, where I've developed a keen aptitude for navigating the complex landscapes of startups and multinational corporations alike.How I Add Value:In SAAS and technology sales, I excel through a consultative sales approach, focusing on solving customer challenges with innovative solutions. My strategy is tailored to align with customer needs and the latest tech trends.I've mastered the art of making financial products and online courses appeal to their target audience, maximizing revenue potential through conceptual selling.My expertise in fintech startup growth leverages a deep understanding of the ecosystem's unique challenges and opportunities.I'm skilled in strategic partnerships and distribution channel management, enhancing brand presence across sectors like BFSI, E-commerce, Travel, and Education.My strategic foresight paired with operational acumen enables effective execution of complex sales strategies.Leadership in negotiations, client relationship management, and lead generation are among my proven skills, alongside a knack for aligning marketing initiatives with business objectives for growth.I bring analytical rigor and a technical skill set to strategic planning and operational efficiency, with a focus on comprehensive product distribution strategies for market coverage and customer engagement.Key Achievements:As Vice President at YES Bank, I was recognized for leadership and strategic contributions, highlighting my role in steering the bank towards its objectives.My tenure at YES Bank also saw me among the elite group of RMs nationwide, acknowledged for effective client management and significant contributions to growth.I spearheaded the creation and implementation of an offline B2B sales platform, enhancing market penetration through a unique distribution and alliance model.My strategic initiatives have led to marked increases in registration numbers, revenue generation across various sectors, and a top 50 Pan India ranking.I've fostered team cohesion and performance, led tactical planning and compliance, and significantly increased revenues through strategic sales team development and client retention.

Prashant Joshi's Current Company Details
Shootih

Shootih

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Versatile Sales & Marketing Leader | 17+ Yrs in Fintech & BFSI Strategy, B2B Sales, Brand Penetration | Expert in Alliances, Distribution & Digital Marketing | Proven Success in Startup & Product Growth.
Prashant Joshi Work Experience Details
  • Shootih
    Head Of Sales & Distribution
    Shootih Jan 2023 - Present
    Indore, Madhya Pradesh, India
    ● Led targeted outreach to business owners for the Shootih fintech platform, focusing on set-up and transaction facilitation to drive user adoption and platform growth.● Conducted strategic meetings with CXO-level executives, fostering high-stake partnerships and aligning Shootih's offerings with corporate financial strategies.● Managed a dynamic team responsible for sales and marketing initiatives, guiding the team towards achieving key performance targets and enhancing Shootih's market presence.● Spearheaded the planning and execution of content strategies for social media and the company website, increasing brand awareness and engaging potential clients through compelling narratives.● Successfully created and nurtured a network of distributors, including Chartered Accountants (CAs), Mutual Fund (MF) agents, financial advisors, and well-networked individuals, expanding Shootih's reach and market penetration.● Spearheaded the establishment of an offline B2B sales model, conceptualizing and executing a groundbreaking approach to sales and distribution in 2023.● Crafted and strategically developed a comprehensive B2B sales platform, focusing on offline channels to optimize product reach and market penetration.● Innovated a unique distribution cum alliance model, enhancing Shootih's market presence and creating synergistic partnerships that drove business growth.● gy: Engineered a distinctive plan aimed at significantly increasing user registrations, achieving exceptional performance and setting new benchmarks in user engagement and platform adoption.
  • Indusind Bank
    Deputy Vice President
    Indusind Bank Apr 2022 - Oct 2022
    ● Excelled in managing high-net-worth (HNW) customer portfolios at IndusInd Bank, offering tailored wealth management solutions and enhancing client satisfaction.● Drove the acquisition of HNW clients, effectively broadening the customer base and reinforcing the bank's presence in the competitive wealth management sector.● Led retail sales initiatives, overseeing the management of assets and liabilities, and ensuring a balanced portfolio for clients that maximized returns and minimized risks.● Managed a diverse range of investment products including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Systematic Investment Plans (SIP), and Life Insurance (LI), delivering comprehensive wealth management strategies to meet client goals.
  • Yes Bank
    Vice President
    Yes Bank Nov 2020 - Mar 2022
    Mumbai, Maharashtra, India
    ● Spearheaded initiatives to boost revenue through Current and Savings Accounts (CASA), Mutual Funds (MF), Portfolio Management Services (PMS), Life Insurance (LI), and General Insurance (GI), significantly enhancing the bank's financial portfolio.● Achieved a prestigious ranking in the Top 50 Pan India, a testament to exceptional performance and dedication to revenue generation.● Honored with membership in the Emperor’s Club for exemplary achievement in revenue generation, highlighting a commitment to excellence in the 2021-22 financial year.● Distinguished as one of the top 5 revenue generators bank-wide in 2021-22, underscoring the effectiveness of strategic financial product sales and customer relationship management.● Instrumental in driving the consistent month-on-month growth of the financial portfolio, showcasing a deep commitment to achieving and exceeding targets.● Recognized as a top performer by winning 'The Chosen Few' award three times in 2020, demonstrating excellence in financial management and client service.● Awarded the prestigious Yearly Medal of Honour for the fiscal year 2020-2021, acknowledging outstanding contribution and dedication to the organization's success.● Secured a place among the Top 50 RMs in India within the Emperor Club for the year 2020-2021, highlighting exceptional performance in relationship management and revenue generation.● Achieved a remarkable performance rating of 2 in the last fiscal year, reflecting high standards of professionalism, efficiency, and client satisfaction.
  • Yes Bank
    Assistant Vice President
    Yes Bank Aug 2018 - Nov 2020
    Mumbai, Maharashtra, India
    ● Excelled in providing complete end-to-end banking solutions to clients, ensuring their financial needs were met with expertise and personalized service.● Oversaw a broad portfolio of banking products and services, including Retail Sales, Assets, Liability, and various investment options (Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Systematic Investment Plans, Life Insurance), catering to a wide range of client financial goals.● Successfully managed relationships with 250 high-net-worth (HNI) and ultra-high-net-worth clients, demonstrating exceptional skill in meeting the unique needs of a discerning clientele.● Excelled in providing complete end-to-end banking solutions to clients, ensuring their financial needs were met with expertise and personalized service.● Oversaw a broad portfolio of banking products and services, including Retail Sales, Assets, Liability, and various investment options (Mutual Funds, Portfolio Management Services, Alternative Investment Funds, Systematic Investment Plans, Life Insurance), catering to a wide range of client financial goals.● Successfully managed relationships with 250 high-net-worth (HNI) and ultra-high-net-worth clients, demonstrating exceptional skill in meeting the unique needs of a discerning clientele.
  • Techouts
    Techouts Solutions
    Techouts Oct 2017 - Jul 2018
    Mumbai Area, India
    ● Engaged in a wide array of business development activities, including attending exhibitions, seminars, conferences, and workshops, focused on CRM, app management, Adobe marketing products, and online business setups.● Ensured high client satisfaction through the delivery of dependable and quality solutions, maintaining the company's reputation for excellence.● Crafted customized solution pitches tailored to meet the specific needs of target accounts, showcasing the ability to adapt and respond to diverse client requirements.● Conducted impactful client presentations and workshops, effectively leading pricing and Master Service Agreement (MSA) negotiations, demonstrating strong negotiation skills.● Directed Pan India sales and business development efforts, engaging with CXO-level stakeholders to drive strategic growth and expand client base.● Successfully established the company's presence in new competitive markets, including BFSI, Ecommerce, and Education, diversifying the portfolio and strengthening market positioning.● Provided critical pre-sales proposal support and played a key role in building strategic alliances with relevant product and service vendors, enhancing the company's service offerings and capabilities.
  • Yatayat
    Marketing Head
    Yatayat Jan 2017 - Oct 2017
    Mumbai Area, India
    ● Significantly increased email open and click-through rates, driving enhanced engagement with target audiences.● Elevated app downloads from 1,500 to over 9,300, showcasing effective app marketing strategies and user interest.● Executed successful co-branding campaigns with more than 5 renowned brands, enhancing brand visibility and appeal.● Spearheaded the integration of leading payment gateways and e-wallets, improving transactional efficiency and user convenience.● Refreshed the brand's image by creating a new tagline and revising the logo, contributing to a stronger brand identity.● Partnered with over 7 leading coupon companies, generating more than 20% business from these collaborations, thereby boosting sales.● Completely overhauled the Sales, Marketing, and Branding strategies for both offline and online business, ensuring cohesive and targeted approaches.● Launched the 'YT Travel Dose' daily newsletter, significantly increasing customer engagement and brand awareness.● Grew Facebook likes from 540 to 5,500 in just 6 months through targeted social media campaigns and engaging content.● Actively participated in TiECON & CE Worldwide events, enhancing network connections and industry presence.● Played a key role in developing a unique corporate program with loyalty points, adding value for customers and fostering loyalty.● Fostered a positive and collaborative team environment, introducing unique sales ideas and encouraging team bonding across levels in 2016-17, which contributed to a cohesive and motivated team dynamic.
  • Buxsa
    Business Head
    Buxsa Mar 2015 - Dec 2016
    ● Directed the e-commerce team in maximizing growth across all online marketing channels, including PPC, SEO, affiliate programs, email marketing, and social media, resulting in significant increases in visibility and sales.● Crafted comprehensive digital marketing and e-commerce strategies tailored to each targeted account, ensuring a personalized and effective approach to market penetration.● Spearheaded the setup of online sales stores, facilitating the entry into the e-commerce space and expanding the business's digital footprint.● Drove substantial e-commerce revenue growth through strategic marketing initiatives and continuous optimization of online sales channels.● Proactively identified and capitalized on up-selling opportunities within the existing client base, adding value and strengthening client relationships.
  • Galagali Multimedia Pvt Ltd
    Business Head- Digital/E Commerce
    Galagali Multimedia Pvt Ltd Jan 2014 - Dec 2015
    Mumbai Area, India
    Identify up-selling opportunities within current clients and continue to build relationships and drive value within existing accounts.• Handling a Ecommerce set up biz(Online sales stores) Handling digital marketing techniques like Display, Affiliates, SEO, SEM, PPC, Social media marketing, email marketing, marketing analytic• Working on a in house Project of Online Market place-www.galagalimart.com• Experience in multichannel Ecommerce and Strategy including Web, mobile and Social• Strong written Communication and Presentation skills• Experience in Business development, client relationship management and pre-sales support• Ability to analyze and share recommendations to amend system for clients.• Strong user and usability focus to help aggressively grow on site engagement• Management of an E-commerce team with responsibility for site delivery and maintenance and customer acquisition• Achieve and build upon the e-Commerce strategy against budget* Improve and develop the online marketing channel to maximize ROI* Implement a customer acquisition and retention program* Identify new profitable opportunities and routes to consumers• Identifying and executing opportunities to grow e-commerce revenue• Manage all Online Marketing Budgets ad activity• Managing the e-commerce team to maximise growth across all online marketing channels including PPC, SEO, affiliate programs, email marketing and social media.
  • Vpm'S Drvn Bedekar Institute Of Management Studies, Thane
    Visiting Professor
    Vpm'S Drvn Bedekar Institute Of Management Studies, Thane Jul 2011 - Oct 2015
    Thane Area, India
    Visiting faculty for last 4 years and teaching-1)Integrated Marketing Communication2)Product and Brand Management
  • Hdfc Life
    Circle Head
    Hdfc Life Jan 2013 - Jan 2014
    Mumbai Area, India
    • Managing Team of Circle manager and CFLS(SM, ASM, BDM and SDM)• Handling team size of 24 managers• People management and Sales management• Ensure high scores for Agency Quality Index• Maximizes Sales productivity for Circle and build healthy distribution• Learning & Development for the Circle managers, FLS, BLs and help to achieve their business goals through performance management and Coaching.• License target for Q1 is over achieved by125% • Won Tagging ka King award for the consecutive three months for the 100%ECS attachment to all the new Business.
  • Yatritravels.Com
    Associate Business Manager
    Yatritravels.Com Sep 2010 - Dec 2013
    ● Employed strategic marketing and business development practices to position YATRITRAVELS.COM as a go-to online destination for travel planning and bookings.● Introduced innovative travel solutions and user-friendly booking options, significantly enhancing customer experience and platform usability.● Successfully expanded the customer base through targeted digital marketing campaigns, strategic partnerships, and exceptional customer service.● Contributed to substantial revenue growth and the scalability of the platform, establishing YATRITRAVELS.COM as a competitive player in the online travel market.
  • Yatri Travels
    Co Founder
    Yatri Travels Aug 2010 - Jan 2013
    Mumbai Area, India
    Business Development & Marketing, Digital Marketing-SEO and SEM.Managing competent strategies with a view to penetrate new accounts & expand existing ones, meeting pre-determined business objectives.Providing advisory services to corporate & high net-worth customers on substantially improving funds management and profitability. Strong Interpersonal and Communication SkillsSetup campaigns and maintain accurate marketing data in various systems. Analyze campaign performance and make recommendations for optimization and future enhancements.Client Relationship Management Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained advisory services & increasing retention levels.Team ManagementRecruiting, monitoring & training the team members to ensure efficiency in business operations & meeting of revenue / collection targets.Conducting meetings for setting up sales objectives; streamlining processes to ensure smooth functioning of sales operations; Business Development in Mumbai, Rest of Maharashtra, MP, AhmadabadDone Product conceptualization & Deveoplment-H2H(Home to Home),Love Birds(Honeymooners holiday)Handling a team of 11 employees.Digital marketing- Facebook & Google CampaignDone SEO & SEM strategy ,Brand CommunicationsReceived 3.5 star(out of 5) rating from JUST DIAL on brand &customer serviceMarketing strategies for generating new business and done Sales Promotions-BTL activitiesWebsite Management,- Content, Logo & itinerary designing& Punch line.Created , developed and managed the services and product as well as marketing strategies for the companyCarried put demographic and analyzing the market data.Improve Client retention thru executing UP SELLING & CROSS SALES strategy
  • Icici Prudential Life Insurance Company Limited
    Associate Business Manager
    Icici Prudential Life Insurance Company Limited Nov 2006 - Aug 2010
    Mumbai Area, India
    Selling Insurance, Mutual Funds, RBI BondsDone Financial planning, Cross selling to HNI clientsSelling Insurance, Mutual Funds, RBI BondsRecruited & Trained Insurance advisors and ManagersAwarded BEST MANAGER for the branch; Received 2 Promotions in span of 3.8 yrsQualifies twice back to back for PEG(Priority Elite group-forum for top 25 managers of PAN India)Month on Month Number one for Activisation.Done Team managementSold 3.50 crores of insurance premium(AUM around 5 crores)Won various Contests, Reward& Recognition program
  • Idbi Bank
    Business Development Manager
    Idbi Bank Sep 2005 - Nov 2006
    Mumbai Area, India
    Successfully sourced the FD worth of 2.56 crores in a span of 3 month of joining and also added 25 value builder current accounts.Handled 5 branches of South Mumbai and increased the CASA numbers.Team management-Played a key role in conducting product and sales training to 150+ FOS.Instrumental in bagging 80CA from 1 lakh category in such a short span of time.Process initiatives to enhance the quality portfolio of the clients like identified whole seller markets across industries in South Mumbai.Successfully cultivated systems to streamline the activities is Checking of Account opening forms thrice in various stages before going to Operation manager to minimize the rejections/query.Strategies formulated & implemented to augment the quality of the client servicing like follow up expressAwarded Best Development manger for South Mumbai
  • Icici Bank
    Relationship Officer
    Icici Bank Jan 2004 - Aug 2005
    Solapur Area, India
    Handled 6 franchisee in Solapur, Latur and BaramatiTeam managementSuccessfully executed strategy planning, policy formulation, process enhancement, training & development for Home Loans with team of 60. Reporting to Area Sales Manager-South Maharashtra & Goa.Distinction in managing the sanction of around Rs. 4 Crores & disbursement of around Rs. 3 Crores for 6 franchisees of Solapur & Latur.Efficiently handled selling Exclusive Products (LAP, NIP) to HNI and exploring the niche market for sameAwarded the “The Best Relationship Officer” for South Maharashtra & GOA.

Prashant Joshi Education Details

  • Indira Institute Of Management, University Of Pune
    Indira Institute Of Management, University Of Pune
    Marketing And Human Resource
  • Galagali Multimedia
    Galagali Multimedia
    Seo,Search Engine Marketing,Social Media,Google Analytics
  • Edukart.Com
    Edukart.Com
    4/5

Frequently Asked Questions about Prashant Joshi

What company does Prashant Joshi work for?

Prashant Joshi works for Shootih

What is Prashant Joshi's role at the current company?

Prashant Joshi's current role is Versatile Sales & Marketing Leader | 17+ Yrs in Fintech & BFSI Strategy, B2B Sales, Brand Penetration | Expert in Alliances, Distribution & Digital Marketing | Proven Success in Startup & Product Growth..

What schools did Prashant Joshi attend?

Prashant Joshi attended Indira Institute Of Management, University Of Pune, Galagali Multimedia, Edukart.com, Devi Ahilya Vishwavidyalaya.

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