Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
AdministrativeAssistant
Amit Asthana

Amit Asthana

PGDBA
Lucknow,UP

Summary

Around 20 years of experience in the areas of Sales, Sales Training departments of Banking, Life Insurance, Education & Hospitality Sectors.

At present, accumulated experience and expertise in various areas of Training Content Research & Development Consultative Sales, Bancassurance, Customer Service, Operations, Supply Chain Management & Vendor Management.

Looking forward to getting kind attention for a suitable position that allows for advancement and personal growth.

Overview

18
18
years of professional experience
2
2
years of post-secondary education

Work History

AVP Sales, Operations & Business Development

Yellow Mount Capital (Private Equity, Singapore Based Fund)
Mumbai & Lucknow
2016.11 - Current

A fund advisory business for entrepreneurs in India, Yellow Mount Capital (YMC) is part of Greenfield Advisory, a Singapore-based financial services group. YMC was founded in 2015 with a vision to build dreams for entrepreneurs in India. The group strives to bridge the funding gap and empowers disruptive thinkers across the country. Besides providing capital to start-ups, we also offer them a management tool kit on corporate governance, financial discipline, and industry-best practices.

Projects Launched:

  • The Finch, Mumbai, New Delhi & Chandigarh- The Finch Private Equity Investment, fulfills appetite for great live music, fresh craft beer, premium beverages, and international food. With live performances from local as well as internationally acclaimed bands, the place provides the perfect musical and conversational atmosphere. Founder Member and part of the execution team from the concept building till execution along with the largest Micro-Brewery set up in Mumbai.
  • Finch Tap Café, Mumbai- Shorter format of 'The Finch.
  • Finch Staples- New initiative taken during lockdown.
  • Busago, Mumbai- Quick Serving Restaurants, owned by celebrity Chef Nikhil Chib, under franchise (FOCO) model, created fresh chain of 3 outlets in Mumbai.
  • FISHLEE- Currently looking after 'Fishlee' a Quick Serving Restaurants (QSR), launched Dec'2020. Part of the execution team and successfully launched 4 outlets in U.P. and 1 in Punjab so far, in last 1.5 years. Distributed the franchise under FOCO model of 2 of these outlets. In process to start the fresh projects in Delhi-NCR & Punjab.

Manager Training Content Creation & Sales Support

Canara HSBC OBC Life Insurance (CHOICe) Co. Ltd.
Gurgaon
2008.04 - 2016.10

Fonder Member of Team CHOICe joined as Deputy Manager Training Content in Apr'2016, based out of corporate office at Gurgaon, Haryana.

Content Creation & TTT

Prepare Sales Training support tools with-in defined TATs, which supports trainers during the training sessions, it's depended upon the Need and Skill Based Modules, New Product Launch, Specific Product and Process Training schedule for any channel or Train The Trainers Workshop, also in case of any update in product, this needs to be done. Also designed customized sales tools, which enable sales team to share the relevant information with the customers.

Some of the Workshops and Online Modules:

  • Conversational Selling Skills Workshop Module
  • Induction Workshop Module
  • HNI/ Ultra HNI Module for HSBC
  • Child/Retirement/ Wealth Proposition Module
  • E-Learning Module- Anti-Money Laundering
  • Product Videos- Sales Quality Video (In-house) AV & Conversational Selling Skills (In-house) AV
  • Knowledge Management/Gyandhara- Gyandhara is an unique initiative based on the interaction with Sales and Channel Heads with the focused approached to resolve any type of Competition & Industry related Query, this was very well received and appreciated by all the three channels. Module based on Competition, Industry and Relevant topics are publishing on regular basis for sales team and channel partners.

Also Co-ordinates with various department & activities;

  • Procurement & Vendor Management
  • Products
  • Legal & Compliance
  • HR
  • Accounts

Sales Manager & Team Leader Knowledge Desk

Birla Sun Life Insurance Co. Ltd.
New Delhi
2004.08 - 2008.03

Team Leader Knowledge Desk - Define Process & Support Model for other Channels, Content Development, Competition Comparison

  • Feature Based/Illustration Based, Industry & Investment.
  • Provide Sale and Business Development support to Citi Bank on national level and all others Banks & Corporate Brokers on regional level.
  • Handling team of 10 members to promote sales in different relationship and also escalate problems facing by them in between to concern Functional Head.
  • Coordinating with Product Development, Training & Compliance regarding Competition and Industry update so that company can effectively beat competition.

Sr. Unit Manager - Joined BSLI as a Sales (Unit) Manager & promoted as Sr. Unit Manager had responsibility of 10 branches of HDFC bank in Delhi and Gurgaon, with help team of 4 Unit Managers.

  • To maintain relations with bank's employees with BMs, RMs, and Personnel Bankers to generate revenue by selling BSLI Policies to their customers.
  • Trained and update staff and team, about Products, Competition and Contests of BSLI as well as HDFC Standard Life and taking care for customers taking BSLI Plans.

Education

Post Graduate Diploma in Business Administration - Financial Services Marketing Operations

ICFAI
Hyderabad
2000.05 - 2002.05

Skills

    Channel Sales Management

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Accomplishments

    CHOICe:

  • Awarded by “Employee of the Quarter Award” during the Oct-Nov-Dec'2014 by the CHOICe C.E.O. Mr. John Holden.
  • Awarded by “CHOICe Voice of Customer Award” during the TTT 2010-2011, 2009-10 & 2008-09 by the CHOICe C.E.O. Mr. Harpal Karlcut & Head of Sales Mr. Gregory Hardman.
  • Recognized as the “Value Ambassador” for Year 2008-09, for one of the Company's Value Customer Driven category by Group Chairman HSBC Mr. Stefen Green.
  • BSLI:

  • Awarded by “Alternate Channel Employee Recognition Award” for the Financial Year 2004-05 by the BSLI C.E.O. Mr. Nani Zaveri and VP Mr. Nand Gopal on the occasion of the Annual Sales Meet 2004-05 at Hyderabad.Successfully completed an e-learning course in “Effective Mentoring” promoted by Aditya Birla Group for their internal employees.

Timeline

AVP Sales, Operations & Business Development

Yellow Mount Capital (Private Equity, Singapore Based Fund)
2016.11 - Current

Manager Training Content Creation & Sales Support

Canara HSBC OBC Life Insurance (CHOICe) Co. Ltd.
2008.04 - 2016.10

Sales Manager & Team Leader Knowledge Desk

Birla Sun Life Insurance Co. Ltd.
2004.08 - 2008.03

Post Graduate Diploma in Business Administration - Financial Services Marketing Operations

ICFAI
2000.05 - 2002.05
Amit AsthanaPGDBA