Amit Mankar

Associate Partner

Maharashtra, India2 yrs 4 mos experience

Highly Stable

Key Highlights

Expert in Cash Management Services with strategic insights.
Authored the 'India CMS Handbook 2025' for industry professionals.
Designed SmartCMS framework for next-gen banking solutions.

Stackforce AI infers this person is a Fintech expert with a focus on Cash Management Services and product sales.

Contact

Skills

Core Skills

Client Relationship ManagementSales Strategy & ExecutionProduct Sales Strategy & Execution

Other Skills

AccountabilityActive ListeningAd Hoc ReportingAnalytical SkillsAnalyticsAttention to DetailBankingBranch Banking OperationsBusiness AlliancesBusiness AnalysisBusiness DevelopmentBusiness Partner SupportBusiness ProcessBusiness Relationship ManagementCommunication

About

Back in the Game – Open to Opportunities in Digital Banking & CMS Solutions Over the last few years, I’ve journeyed from front-line product sales to deep strategic analysis in the Cash Management Services (CMS) domain—exploring the gap between what Indian corporates need and what banks deliver. In 2025, I took a bold step forward: Documenting the CMS landscape of India—feature by feature, bank by bank—across public, private, and fintech players. Authoring the “India CMS Handbook 2025,” a practitioner’s guide to decode CMS product capabilities, adaptability ratios, and industry alignment. Designing the SmartCMS framework—a vision for next-gen CMS platforms that align treasury operations with productized banking. Today, I help banks, fintechs, and corporate treasury teams understand CMS at a structural level—not just as a product line, but as a strategic enabler of growth, reconciliation, and operational intelligence. 🔹 What I Bring: Deep CMS feature benchmarking (90+ parameters across top banks) Industry-specific CMS mapping (NBFCs, eComm, PSUs, Supply Chain) Experience in product narrative building & capability decks Strategy-first mindset, delivery-focused execution 🔹 Looking Ahead: I'm open to consulting mandates,sales, co-creation opportunities, and product leadership roles focused on CMS transformation and platform innovation. If you’re building something in this space—or want to—let’s talk. Let’s connect and collaborate on making CMS smarter.

Experience

2 yrs 4 mos

Total Experience

1 yr 2 mos

Average Tenure

Current Experience

Aditya birla sun life insurance

Associate Partner

Sep 2024 – Jan 2025 · 4 mos · Nagpur, Maharashtra, India · On-site

As an Associate Partner at Aditya Birla Sun Life Insurance, I am responsible for building and nurturing strong client relationships while helping individuals and families secure their financial future through comprehensive insurance solutions. My role involves understanding client needs, offering tailored life products, and guiding clients through the entire insurance process with exceptional service.
Key Responsibilities:
Advisor Acquisition & Relationship Management: Identifying potential clients, conducting needs analysis, and offering customized insurance solutions that align with their financial goals.
Sales Strategy & Execution: Implementing targeted sales strategies to drive revenue growth, consistently achieving and exceeding sales targets.
Team Leadership & Development: Leading and mentoring a team of advisors, providing ongoing training and support to enhance their product knowledge and sales skills.
Financial Planning & Risk Management: Providing clients with in-depth insights into risk management and wealth protection strategies, ensuring their financial security.
Client Education & Engagement: Conducting regular follow-ups with clients to keep them informed of new products, policy changes, and other opportunities to better secure their financial well-being.
Compliance & Regulatory Adherence: Ensuring all sales practices and policies adhere to industry standards and regulatory requirements.

Client Relationship ManagementSales Strategy & ExecutionFinancial Planning & Risk ManagementCompliance & Regulatory Adherence

Kotak mahindra bank

2 roles

Cash Managment Services - Product Sales Manager

Jun 2022 – Jun 2024 · 2 yrs · Pune, Maharashtra, India · On-site

As a Product Sales Manager at Kotak Mahindra Bank, I am responsible for driving the sales and growth of the bank's emerging market line of business for financial products, including bulk payment products (Net IT, CAPS, Cheque Printing, ) collection products(E-Collection, smart collect, NACH, Payment Gateway, UPI, BBPS, etc) and structured products (Escrow, New age Merchant account, TSP, IPOofferings, etc). My focus is on creating tailored solutions for customers, delivering exceptional service, and achieving revenue targets while contributing to the overall business objectives.
Key Responsibilities:
Product Sales Strategy & Execution: Develop and implement strategic sales plans for various banking products, ensuring alignment with the bank’s growth objectives and market demands.
Client Relationship Management: Build and maintain strong relationships with individual and corporate clients, understanding their needs and offering customized banking solutions to help them achieve their financial goals.
Team Leadership & Development: Lead, train, and motivate a team of sales executives to exceed targets while fostering a collaborative and performance-driven environment.
Cross-Selling & Up-Selling: Identify opportunities for cross-selling and up-selling banking products to existing clients, enhancing customer experience and maximizing revenue streams.
Market Analysis & Insights: Stay updated on market trends, competitor offerings, and customer preferences, ensuring the bank's products remain competitive and relevant.
Sales Performance & Reporting: Monitor sales performance against targets, track KRAs, and provide regular reports to senior management, suggesting improvements where necessary.

Product Sales Strategy & ExecutionClient Relationship ManagementMarket Analysis & InsightsCross-Selling & Up-Selling