Kartik Goel

• Managed a portfolio of corporate clients, providing transactional banking solutions and services to facilitate their business operations.
• Served clients across various segments, including Business-to-Business (B2B), and Working Capital/Trade finance, offering products such as:

- Letters of Credit (LC), - Bank Guarantees (BG), - Collection Accounts, - Escrow Accounts, - Payment Aggregator solutions.

• Built and maintained strong relationships with clients, understanding their business needs, and providing customized solutions to enhance their banking experience.
• Identified opportunities to cross-sell and upsell products, driving revenue growth, and expanding the bank's market share.
• Collaborated with internal stakeholders to ensure seamless delivery of products and services, meeting client expectations, and driving business outcomes.

• Acquired knowledge of technical analysis, including candle patterns.
• Acquired knowledge of fundamental analysis, including observation of the PE ratio, sales growth, ROE, etc.
• A study of the basics of mutual funds and SIPs.
• Knowledge of Share Khan’s website and its offerings.