Trade Placement & Portfolio Relationship Manager CredAble

2.0 - 6.0 years

0 Lacs

maharashtra

On-site

The Trade Placement & Portfolio Relationship Manager position based in Mumbai within the Trade Finance / Corporate Banking department is seeking a candidate with 2-4 years of experience. As a Trade Placement & Portfolio Relationship Manager, you will be responsible for handling structured trade deals, managing client relationships, coordinating with internal teams and financial institutions, and supporting revenue reporting. In this role, you will be tasked with managing trade execution from placement to completion, negotiating documentation with partner banks and NBFCs, and collaborating with credit, operations, and legal teams for transaction closure. Additionally, you will be expected to act as the primary contact for corporate clients, understand their business requirements, propose suitable trade finance structures, and oversee documentation and transaction support. Your responsibilities will also include serving as a liaison between clients, internal departments, and financial institutions to ensure seamless transaction processes. Moreover, you will be required to provide MIS & Reporting to senior management, manage partner relationships, and possess strong negotiation, communication, and stakeholder management skills. The ideal candidate for this role should have 2-4 years of experience in trade finance, corporate banking, or NBFCs, with hands-on experience in trade documentation, client coordination, and deal execution. A background in structured trade products and proficiency in Excel and CRM systems is preferred. A graduate or postgraduate degree in Finance, Commerce, Economics, or a related field, with strong multitasking abilities and independence in driving closure, would be advantageous.,

Posted 1 week ago

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