Trade Placement & Portfolio Relationship Manager

As a Trade Placement & Portfolio Relationship Manager with 2-4 years of experience in Mumbai within the Trade Finance/Corporate Banking department, your role will involve a blend of trade execution and sales exposure. You will work closely with banks, manage client interactions, and handle documentation for trade finance products. Key Responsibilities: - Handling Structured Trade deals (Placement & Execution) end to end till Go Live and throughout the lifecycle. - Managing & negotiating end-to-end documentation and placement with partner banks and NBFCs. - Coordinating internally with credit, operations, and legal teams to ensure timely closure of transactions. - Supporting rate discovery, comparison, and negotiation with banking partners. Client Relationship & Portfolio Management: - Serving as the key point of contact for assigned corporate clients. - Understanding client business needs and proposing suitable trade finance structures, in sync with Coverage RM. - Managing documentation, client onboarding, and ongoing transaction support. Stakeholder Coordination: - Acting as a bridge between clients, internal teams, and financial institutions to ensure smooth transaction flow. - Coordinating with banks and financial partners for transaction referrals and updates. - Providing MIS & Reporting to senior management on Deals status & Revenue numbers. - Handling a portion of partner relationship management as part of the role, although it is not a core focus. Ideal Candidate Profile: - 2-4 years of relevant experience in trade finance, corporate banking, or NBFCs. - Hands-on experience with trade documentation, client coordination, and deal execution. - Exposure to both execution and frontline support roles. - Strong negotiation and communication skills. - Ability to manage multiple stakeholders and drive closure independently. Preferred Qualifications: - Graduate/Postgraduate in Finance, Commerce, Economics, or related field (MBA/CA preferred). - Familiarity with structured trade products and partner bank coordination. - Proficient in Excel and CRM or portfolio management systems.,