Gokul Bhatia

• Developing strategic relationships with key clients in carbon market to enhance business partnerships, planning and execution of 2 GTM campaigns in Europe & Asia for carbon credit sales.
• Advising on buyer outreach, relationship management with intermediaries, due diligence upon client acquisition & sales processes (deal management).
• Identified client needs and tailored solutions, conducting market analysis & using intelligence to identify growth opportunities and competitive advantages.
• Working closely with product, engineering, marketing, legal, finance & leadership teams on strategy.
• Deck refining, financial forecasts

• . Delivered ESG investment and risk-compliance solutions to banks, asset managers, sovereign, pension funds and family offices. The cloud-based platform streamlines portfolio management operations and enhances ESG performance, supported by an internal research team.
• . Led 6 GTM campaigns targeting UK and European asset managers.
• . Built partnerships with consultants, service providers, IFAs, accounting firms and banks to expand market reach through distributor/ reseller channels, showcasing seamless ESG data integration into client systems.
• . Managed pipeline analysis, forecasting & deal conversion metrics to optimise the sales process.
• Key Achievements:

- Co-led campaigns and webinars on ESMA guidelines, SFDR and ESG impact reporting across multiple jurisdictions.

- Developed a 'Co sell' partnership model with 2 major consultants & accounting firms, driving 5 new deals with an average deal size of £50,000-90,000.

- Generated £340,000 in new business revenue (vs £500,000 target), securing 2 Tier 1 UK pension fund clients and delivering at a capacity of 20+ demos per month.

• Managed full sales cycles across the UK and Ireland. Sold FX, cross-border and invoice based payment infrastructure solutions to finance & treasury departments whilst aligning with various compliance frameworks.
• Generated new revenue of £200,000 through 5 outbound campaigns in UK's mid-cap; retail, technology & manufacturing sectors. Increasing pipeline with a mix of outbound strategies, vendor partnerships & introductions, networking events & workshops.
• Executed market segmentation campaigns based on FX volumes, company revenue & size, including European subsidiaries with active transactions of £5 - 10M.
• Built knowledge of ERP, treasury management systems and accounting integrations (SAP, Oracle NetSuite, Sage, Dynamics 365) and payment-schemes (Faster Payments, SEPA, SWIFT) & in compliance areas such as KYC, AML & transaction monitoring.

• Led multi-region sales cycles (EMEA, MENA, Nordics, APAC) by selling investment risk & reporting solutions covering liquid & illiquid assets designed for asset managers, family offices & trustees with AUM 500M & above.
• Acquired £800,000 in new business revenue, contributing 25% in company ARR. ACV ranging from £60K - £250K. Upselling 5 out of 15 accounts managed.
• Launched 8 GTM campaigns, 2 product workshops and supported product development through client feedback loops.
• Represented company at industry events in London, Geneva, Paris & Singapore.
• Delivered technical demos to multi-stakeholder audiences (CIOs, COOs, Risk Officers, Portfolio Managers & Analysts), simplifying operational complexity, fund accounting, improving audits, controls and transparency in reporting workflows.
• Spearheaded CRM-driven business intelligence initiatives across HubSpot and Salesforce, delivering strategic insights that informed executive-level decision-making. Mentored junior team members & new comers through development programmes.
• Key achievements: Key product partnership with a solution provider that automated data capture from financial statements into platform resulting in product enhancements, increased new deals & ultimately acquiring £250,000 in new revenue.
• . CFA - 1 certification in Alternative Investments (inc digital assets).
• . Developed strong client relationships, boosting sales by 30%.

• Integrated transformation solutions for tier 1-3 banks & insurance firms. From rapidly modernising & enhancing workflows to launching financial product lines such as lending, deposits, account opening, embedded finance & insurance solutions without overhauling existing legacy systems.
• Contributed to 5 account executives closing £580,000 in new business from £1 Million in pipeline value whilst collaborating with product, client-onboarding & marketing.
• Meeting per monthly KPI's of 15 opportunities created across UK, Europe & US through 25 SQLs per month.
• Focused on targeted ABM & outreach via Sales Navigator, cold calls, email sequence cadences & event networking.

• . Managed full sales cycle, selling event sponsorship packages to major global banks and international corporates in trade finance.
• . Closed deals averaging £25K, closing £500,000 in total contract value through a mix sequences of phone, targeted email campaigns and in-person meetings.
• . Delivered 12 regional campaigns in Europe, MENA, Asia & Africa targeting regional banks, trade credit insurers & lawyers.
• . Worked cross-functionally with product, marketing, finance and event delivery teams to assure clients meet their marketing & network objectives.

• . Reviewed and analysed income/expense reports; handled P&L summaries and monthly statements.
• . Preparing and presenting reports on risk and performance, communicating findings to both technical and non-technical audiences.
• . Worked on transaction reviews worth £350K weekly.