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Palak Agarwal

Strategic Alliances & Operations Lead | Collaborative | Growth-Driven

Meerut

2+ years of work experience

TredxFinance
Jan 20267 mosPresent

Ghaziabad, Uttar Pradesh, India

Vinove Software and Services
Aug 20254 mosNov 2025

Greater Noida, Uttar Pradesh, India

Navin Vijay & Associates
Nov 20211 yr 7 mosMay 2023

Meerut, Uttar Pradesh, India

Education

IMS Ghaziabad (University Courses Campus)

Master of International Business (MIB), Finance, International business

IMS Ghaziabad (University Courses Campus)

20232 yrs2025
CCS (Chaudhary Charan Singh)University

Bachelor of Commerce - BCom, Business/Commerce, General

CCS (Chaudhary Charan Singh)University

20183 yrs2021

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Headline

Strategic Alliances & Operations Lead | Collaborative | Growth-Driven

About

Trade Finance Professional | SME Lending | Working Capital | Client-Focused | Growth-Oriented Currently part of Tredxfinance, under Udyant Dynamics Private Limited, I specialize in trade finance solutions that empower businesses to optimize cash flows, streamline operations, and grow sustainably. With a Master’s in International Business and a strong foundation in finance, I combine analytical rigor with a practical understanding of client needs. At Tredxfinance, I support domestic and international trade finance, offering structured financial products including Bill Discounting, Overdraft Facilities, Export Finance, Bank Guarantees, and other trade-linked instruments. We also facilitate global sourcing of scrap cashews, helping businesses secure materials efficiently and cost-effectively. My role involves working closely with reputed corporate groups understanding business requirements, coordinating with financial partners, and ensuring precise, timely execution. We focus on delivering SME Lending and working capital solutions, providing strategies that drive operational efficiency and financial resilience. I thrive in collaborative environments and value clarity, continuous learning, and adaptability to evolving financial systems, regulatory processes, and data-driven workflows. Complementing my finance expertise, I have completed certifications in Customer Relationship Management (IIMBx) and Social Media Marketing (Meta), enhancing my ability to communicate effectively and build meaningful professional relationships in a digital-first world. I am committed to advancing in trade finance and international business, contributing to roles where thoughtful execution, strong client relationships, and measurable impact matter. #TradeFinance #SMELending #WorkingCapital #Tredxfinance #UdyantDynamicsPrivateLimited #ClientRelationships #InternationalBusiness #StructuredFinance #GlobalTrade

Location

Meerut

Work experience

Client Relationship Executive at TredxFinance, Jan 2026 - Present · 7 mos, Ghaziabad, Uttar Pradesh, India

Customer Success Associate at Vinove Software and Services, Aug 2025 - Nov 2025 · 4 mos, Greater Noida, Uttar Pradesh, India

Tax Assistant at Navin Vijay & Associates, Nov 2021 - May 2023 · 1 yr 7 mos, Meerut, Uttar Pradesh, India

Education

Master of International Business (MIB), Finance, International business, IMS Ghaziabad (University Courses Campus)

Bachelor of Commerce - BCom, Business/Commerce, General, CCS (Chaudhary Charan Singh)University

Palak Agarwal - Client Relationship Executive in Meerut | Tal