Amit Ashok Bansal, Cwm®, Cmsa®
About Amit Ashok Bansal, Cwm®, Cmsa®
Amit Ashok Bansal is the Head of Operations at LitmusWorld, where he focuses on enhancing operational processes and customer experiences. With a background in investment advisory and management consulting, he has held various roles in the financial services sector, including positions at Sharekhan and YES BANK.
Current Role at LitmusWorld
Amit Ashok Bansal serves as the Head of Operations at LitmusWorld, a position he has held since 2023. In this role, he focuses on analyzing operational processes and recommending solutions for improvement. He is responsible for developing and monitoring operational systems and key metrics to provide visibility into organizational goals and progress. Amit aims to enhance both customer and employee experiences, building and improving relationships with clients to become a 'Trusted Adviser' and 'Experience Partner of Choice.'
Previous Experience at Sharekhan
Amit has extensive experience at Sharekhan, where he held multiple roles. He worked as a Senior Product Manager for Investments and Digital Initiatives from 2022 to 2023. Prior to this, he served as an Investment Advisor from 2016 to 2019 and as a Territory Manager (Regional Head) from 2019 to 2021. His tenure at Sharekhan provided him with a solid foundation in investment strategies and client relationship management.
Educational Background
Amit's educational qualifications include a Bachelor of Engineering in Electronics from KJ Somaiya College of Engineering, completed from 2005 to 2010. He also holds a PGDM in E-Business from Welingkar Institute of Management, achieved from 2010 to 2012. Additionally, he completed an Executive MBA at the Indian School of Business, focusing on Strategy, Leadership, and Finance, from 2021 to 2022. He participated in the International Immersion program at NUS Business School in 2022 and attended the International Summer University Program at Copenhagen Business School in 2011.
Career Progression and Expertise
Amit has progressed through various roles in the financial services industry, starting as a Key Account Executive and advancing to positions such as Relationship Manager, Investment Counsellor, and Management Consultant. His diverse experience includes working at YES BANK as a Manager - Financial Advisor and at UBS as an Associate Director - Senior Management Consultant. Amit has developed expertise in maximizing efficiency and productivity through process analysis and interdepartmental collaboration.
Interests and Specializations
Amit has a keen interest in Sustainable Investment and Personal Finance. In his current role, he leverages campaign data insights and product knowledge to consult with clients on strategic and tactical recommendations. He maintains a working knowledge of industry challenges and opportunities, acting as a user experience and solutioning expert. His focus is on devising strategies for ensuring the growth of programs and customer success across the enterprise.