Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SUMBHAV SHARMA

Gurgaon

Summary

Accomplished Sales and Business Development Professional with 8+ years of experience in the SaaS, fintech, and financial services sectors. Adept at B2B solution selling, client acquisition, and revenue generation. Known for a consultative sales approach, strategic thinking, and relationship-driven business growth. Demonstrated success in aligning client needs with business goals to drive measurable outcomes and long-term partnerships.

Overview

9
9
years of professional experience

Work History

Assistant Manager – Sales & Business Development

Dotpe Pvt. Ltd.
Gurgaon
06.2021 - Current
  • Leading sales initiatives for Dotpe’s e-commerce SaaS platform for SMEs and large enterprises.
  • Managing the full sales lifecycle—from lead generation to closure—consistently exceeding targets.
  • Conducting client needs assessments and delivering tailored digital solutions.
  • Coordinating with internal teams for seamless onboarding, support, and upselling.
  • Strengthening customer relationships to enhance satisfaction and drive retention.

Senior Associate – Digital Sales

Paytm
Gurgaon
09.2020 - 06.2021
  • Sold fintech products including payment gateways, mobile commerce solutions, and QR-based tools.
  • Developed customized sales pitches leading to improved engagement and deal conversion.
  • Ensured client satisfaction with efficient post-sale service, boosting repeat business.
  • Stayed updated on product features and market regulations.

Sales Consultant – Insurance & Financial Products

Policybazaar.com
05.2019 - 08.2020
  • Guided clients in selecting appropriate insurance and financial products.
  • Maintained 100% compliance with internal quality and regulatory standards.
  • Delivered consistent monthly performance against sales KPIs.
  • Fostered long-term relationships through trust and service excellence.

Branch Acquisition Manager – Retail Banking

IndusInd Bank
09.2016 - 04.2019
  • Acquired HNI and business clients via strategic outreach and field prospecting.
  • Delivered financial planning services aligned to client needs and goals.
  • Acted as a client advocate, resolving service issues and deepening account value.
  • Contributed to local marketing and business forecasting at the branch level.

Education

Bachelor of Commerce -

Rajasthan University
01.2015

Skills

  • B2B SaaS sales
  • Solution selling
  • Strategic business development
  • Client acquisition and retention
  • Revenue generation strategies
  • Growth strategy formulation
  • CRM management
  • Pipeline management
  • Post-sales support
  • Account expansion
  • Market research and analysis
  • Competitor analysis
  • Cross-functional collaboration
  • Microsoft Excel and Office Suite
  • Leadsquared proficiency
  • Digital sales enablement tools
  • Internet research skills
  • Email outreach tools

Languages

  • English, Professional Proficiency
  • Hindi, Native

Timeline

Assistant Manager – Sales & Business Development

Dotpe Pvt. Ltd.
06.2021 - Current

Senior Associate – Digital Sales

Paytm
09.2020 - 06.2021

Sales Consultant – Insurance & Financial Products

Policybazaar.com
05.2019 - 08.2020

Branch Acquisition Manager – Retail Banking

IndusInd Bank
09.2016 - 04.2019

Bachelor of Commerce -

Rajasthan University

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SUMBHAV SHARMA