Assistant Manager

JD Trade Finance Process

Job Title:

Preferred Education:

Preferred Experience & Knowledge:

About Pierian:

We are a global professional services firm focused on helping businesses enhance their operations and achieve accelerated growth through process transformation, digital innovation, and value-driven solutions. Established in 2002, we have emerged as a key player in the Finance & Accounting sector, with a team of over 2,500 experts. Our operations extend across 9 delivery centers in Asia and 3 offices worldwide.

About the Project:

Our partner is an innovative technology company that has created an AI-powered trade finance platform. Leveraging AI and machine learning, their platform digitizes trade documents and automates trade and compliance verification processes. Their clients include some of the worlds top banks, such as Citibank, Deutsche Bank, and others.

Our partner has entrusted Pierian with the review and verification of trade documents on their platform. Our team of over 50 professionals, primarily based in our Bengaluru office, oversees the verification of Letters of Credit (LC), trade documents (such as Commercial Invoices, Packing Lists, Airway Bills, etc.), discrepancy identification, and reporting. We manage operations for more than 25 banks, processing over 60,000 LCs and 50,000 documents annually.

About the Role:

The Senior Trade Finance Executive - Maker will be responsible for performing the QC/Maker role in the operations, guiding team to achieve key performance objectives, and ensuring a smooth workflow across multiple platforms. In this role, the individual will also manage delivery processes, ensuring the timely and accurate execution of defined SLAs, while nurturing client relationships to maintain high satisfaction levels.

Expertise in trade finance, meticulous attention to detail, and strong leadership abilities will be essential for managing complex processes, enhancing operational efficiency, and consistently providing outstanding service to clients.

Work Location:

Work Mode:

Key skills needed:

• Proven experience

  in trade transaction processing, with expertise in verifying and managing Letters of Credit (LCs) and associated trade documents.

• Proficient in identifying, validating, and resolving discrepancies

  in trade transaction documents, ensuring accuracy and compliance with regulations.

• CDCS (Documentary Credit Specialist) certification

  is preferred, with a strong understanding of

  UCP 600, ISBP 821, URR 725, URC 522

  , and

  Incoterms 2020

  .

• Strong communication skills

  , with high proficiency in both

  spoken and written English

  , facilitating effective interactions with clients, banks, and internal teams.

• Ability to work under pressure

  and manage multiple priorities in a fast-paced, deadline-driven environment.

• Collaborative team player

  , capable of working cross-functionally with internal teams, and external partners to facilitate smooth operations.

• Proficiency in MS Office applications,

  including Excel functions, report preparation, and dashboard publishing for data analysis and decision-making.

Key Responsibilities:

• To verify and process Letters of Credit (LCs) and related documents (such as LC amendments, invoices, Packing List, Bill of Lading, Commercial Invoice, Certificate of Origin, etc.). Review and identify discrepancies, validate issues, and recommend solutions for resolution.
• Deliver exceptional client service, ensuring client satisfaction and building long-term relationships.
• Manage communication and expectations between internal teams and external stakeholders. Serve as an escalation point to engage with stakeholders and provide regular updates on quality and delivery timelines.
• Track the progress of projects and activities, ensuring tasks are completed correctly, on time, and in compliance with SLAs and KPIs.
• Implement solutions to continuously enhance turnaround time, accuracy, and overall productivity.
• Recommend practical solutions to streamline trade document processing times and improve the quality of client transactions on the platform. Establish and promote trade documentation best practices.
• Provide training and guidance for team members on trade finance-related processes and procedures.
• Foster employee engagement by regularly connecting with team members, understanding their concerns, and providing the necessary support to ensure a positive work environment and high morale.
• Actively listen to employee feedback, address challenges, and provide mentoring and guidance to ensure both individual and team growth.