Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Surbhi Sharma

Mississauga,ON

Summary

Highly efficient Sales professional well established in fast-paced and challenging environments. Eager to learn with aptitude for applying new knowledge with skill and efficiency.

Overview

7
7
years of professional experience

Work History

Senior Associate

Northern Arc Capital
07.2021 - 03.2023
  • Handled diversified Asset Under Management portfolio of close to $60Billion CAD spread across sectors which includes engaging with inbound leads and learning about new business opportunities.
  • Learning about new changes happening in market to become subject matter expert and offer products to client according to their business requirements.
  • Liaised with CEOs and CFOs of companies in strategically managing their liability and sales side of balance sheet by offering them suitable products.
  • Developed a pipeline and conducted due diligence and risk assessment on Non-Banking Finance companies (NBFCs), Mid-Market (MM) and Small Medium Business (SMB) across various asset classes to qualify prospects which fits for business.
  • Organizing and attending conferences every quarter with entire team, making strategies for increasing sales and identifying new business opportunities.
  • Executing multiple transactions and maintaining relationships with clients to achieve sales quotas and managing entire deal cycle from discovery (beginning stage) through close (end stage).

Deputy Sales Manager

IDFC Bank
02.2020 - 02.2021
  • Managed relationship with leading partners to sell dynamic products to drive revenue growth.
  • Used to sell products to Small Medium Business (SMB) post understanding their business requirements and analyzing their financials.
  • Worked with teams to make sales strategy to increase network and to identify new business opportunities.
  • Successfully engaged and onboarded new partners to increase sales.
  • Research on competitor’s products and its branding, promotional events, and strategies to enhance products of our company.
  • Hands on experience on MIS and reporting using MS Excel and presenting it to brokers and agents using MS PowerPoint.
  • Used Salesforce CRM to manage inbound customer leads and understand their needs, showcasing them desired product and ultimately closing deal.
  • Exceeded and achieved sales quotas from new clients against which have been rewarded complete variable bonus.

Key Accounts Assistant Manager

InCred Finance
05.2017 - 01.2020
  • Successfully on-boarded major partners each contributing more than 20% of revenue for company and strategically balanced sales portfolio with 32% spread of referral business.
  • Research on competitor product and its branding, promotional events, and strategies to enhance products of our company.
  • Achieved sales quota from new prospects for which have been rewarded international trip.
  • MIS reporting using MS excel and presenting same to board members and partners using MS Office and PowerPoint.
  • Used SalesForce CRM to manage inbound leads generated, learning about their business needs, showcasing them desired products, and ultimately closing deal.
  • Led PAN India team in terms of sales process from understanding business requirements (beginning stage) to closing entire deal cycle (end stage) and generated approx. 25% business from it out of total portfolio.

Intern

New Fangled Internet Private Limited (FANGO)
03.2016 - 05.2016
  • Lead generation to acquire clients from college campuses.
  • Acquiring manufacturers and suppliers from various e-commerce platforms (Flipkart, Myntra, etc.)
  • Trend analysis of fashion industry to increase sales.
  • Research and development of new product.
  • Social media promotions to increase traffic for website.

Education

Post Graduate Program in Management - Marketing And Sales

ICFAI Business School
Mumbai, India
03.2017

Bachelor's of Computer Applications - Information And Computer Systems

Guru Gobind Singh Indraprastha University
New Delhi, India
03.2014

Skills

  • Business Development
  • Relationship Management
  • Strategic Partnerships
  • Team Management
  • Effective Communication
  • Self-starter
  • Negotiation Skills
  • Customer Focused

Accomplishments

  • PAN India recognition for the annual sales and target achievements with respect to high yield during my stint.
  • Rewarded with trip to Bali, Indonesia for generating highest sales - PAN India.
  • Outstanding Contribution Award - HDFC Life Group Credit Protect Plus Business for FY 2018-19.
  • Certificate of Appreciation - for incredible efforts and contribution in FY 2018-19.
  • PAN India recognition for best in cross - selling of insurance products and foreign remittances.

Timeline

Senior Associate

Northern Arc Capital
07.2021 - 03.2023

Deputy Sales Manager

IDFC Bank
02.2020 - 02.2021

Key Accounts Assistant Manager

InCred Finance
05.2017 - 01.2020

Intern

New Fangled Internet Private Limited (FANGO)
03.2016 - 05.2016

Post Graduate Program in Management - Marketing And Sales

ICFAI Business School

Bachelor's of Computer Applications - Information And Computer Systems

Guru Gobind Singh Indraprastha University
Surbhi Sharma