CRM- Corporate Relationship Manager

Company:

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Position:

Experience:

Location:

About Us:

M1 NXT is a next-generation provider of working capital solutions, offering a secure, paperless, and

seamless online platform designed for global business transactions. Approved by the International

Financial Services Centres Authority (IFSCA), M1 NXT operates the International Trade Financing Services

Platform in GIFT City.

Specializing in cross-border transactions, M1 NXT facilitates financing for global trade, including sales and

purchases on an open account. The platform empowers buyers and suppliers to manage their payment

schedules, enhancing liquidity and enabling businesses to optimize their cash flow for sustained growth

and success.

Job Responsibilities:

• Client Relationship Management:

Build and maintain strong, long-term relationships with clients involved in international trade,

Structure trade - including exporters, importers, financial institutions, and trade intermediaries.

Serve as the primary point of contact for all client relationship.

• Provide Global Digital Supply Chain Finance Solutions:

Work closely with clients to understand their trade finance needs and provide customized

solutions such as letters of credit, trade receivables financing, factoring, supply chain finance,

and export financing.

• Client Onboarding and Support:

Guide clients through the onboarding process, ensuring that all regulatory requirements are met.

Provide ongoing support and ensure seamless execution of trade finance transactions.

• Cross-Functional Collaboration:

Work with internal teams (e.g., Sales, Risk, Operations, and Compliance) to ensure the successful

delivery of trade finance products and services. Collaborate to resolve issues, streamline

processes, and ensure that client expectations are consistently met.

• Market and Product Expertise:

Stay updated on international trade finance products, industry trends, regulatory changes, and

market conditions. Offer insights to clients and internal stakeholders on new product offerings

and best practices.

• Sales and Revenue Generation:

Actively identify new business opportunities within existing client accounts and support the sales

team in acquiring new clients. Work towards achieving revenue targets and driving business

growth in the international trade finance sector.

• Compliance and Risk Management:

Ensure that all transactions comply with relevant trade finance regulations, including IFSCA,

FEMA (Foreign Exchange Management Act), ICC rules, and internal risk management policies.

Monitor and address any potential risks associated with trade transactions.

• Client Education and Training:

Educate clients on the various trade finance products and services available, helping them make

informed decisions. Organize training sessions or workshops to enhance client understanding of

international trade finance processes.

Profile and Qualifications:

• Experience: Minimum of 5-10 Years in a CRM or client-facing role within the international trade

finance or related financial services sector. Experience with cross-border transactions and

products such as letters of credit, trade receivables, and factoring is essential.

• Industry Knowledge: Strong understanding of international trade finance, FEMA, ICC Rules, and

global trade compliance. Knowledge of factoring and receivables finance protocols is a plus.

• Educational Background: A degree in Finance, International Business, Economics, or a related

field. Additional certifications or training in trade finance or customer relationship management

are highly desirable.

• Excellent communication and interpersonal skills with the ability to build strong client

relationships.

• Strong analytical and problem-solving skills.

• Ability to navigate complex client needs and deliver tailored solutions.

• Knowledge of trade finance software and CRM tools.

• Self-Motivated and self-driven with High attention to detail and organizational skills.

• Ability to manage multiple client accounts and projects simultaneously.