Sumita Malhotra

Sumita Malhotra is a seasoned professional with extensive experience in CRM solutions, banking, and client relationship management. Currently serving as a Principal Consultant at Proso AI Technologies Pvt Ltd, she is responsible for designing system-driven CRM solutions that align with clients’ strategic goals, enhancing business sales, customer retention, and service efficiency.

Prior to her role at Proso AI, Sumita accumulated 13 years of experience in the banking & finance industry, gaining deep expertise in retail banking, trade finance, and corporate services. Her tenure included a leadership position as a Branch Head, where she successfully managed operations, drove business growth, and strengthened customer relationships.

Sumita possesses exceptional team management, motivation, and negotiation skills. Her strong logical and analytical capabilities enable her to develop effective strategies that drive business success. She is proficient in Salesforce CRM and holds a Salesforce Certified Administrator credential, showcasing her expertise in leveraging CRM platforms to optimize customer engagement and sales processes.Her skill set extends across sales, trade finance, customer relationship management, customer retention, and corporate services. She excels in integrating technology-driven solutions to enhance operational efficiency and business performance. With a unique blend of banking expertise and CRM specialization, Sumita continues to play a pivotal role in driving digital transformation and helping organizations achieve their strategic objectives.