5 Trade Transactions Jobs

The primary responsibility of this role is to achieve the assigned FX revenue budgets for the designated patch. This involves enhancing the wallet share of existing customers, activating dormant accounts, and acquiring new customers. A key focus is on digitally activating the current account base by providing CMS solutions and enabling online trade transactions. As a central point of contact, you will address customer inquiries related to trade, forex, and transaction banking. Additionally, you will be responsible for arranging and conducting training sessions on trade, forex, CMS products, and transaction banking for both existing and new customers. Furthermore, organizing various new-to-bank (NTB) events and webinars will be part of your role to promote the origination of Trade FX (TFX) and CMS business. Your efforts in these areas will contribute to the overall business growth and customer satisfaction.,

The jobholder is responsible for delivering a professional and high-quality service to address the needs of TSC clients. Careful analysis and judgment are required to resolve a multitude of inquiries. You will be part of the Client Servicing team led by the Team Leader of regional client services teams and will be one of the named primary points of contact for premium clients to facilitate transaction processing. Your responsibilities include owning the transaction, handling trade inquiries, resolving discrepancies, proactively offering solutions, and building strong relationships with premium clients. You must perform your duties defined in the charter with care, efficiency, and every possible effort to deliver customer delight. Your role also involves maintaining ongoing business and maximizing TSC revenue through proactive client services and maximizing cross-selling opportunities. You are required to have a broad understanding of all TSC products, services, and procedures, as well as the ability to offer tailor-made, professional advice to clients. It is essential to stay abreast of the business environment, regulatory changes, and new service availability to fully capture opportunities to identify cross-selling opportunities. **Principal Responsibilities:** - Holds overall ownership of trade transactions of Premium/Standard Trade Clients and ensures end-to-end completion of transaction processing. - Ensure transactions do not break down due to missing documents and internal approvals. - Arrange necessary internal approvals and track deferrals to facilitate straight-through processing and minimize transaction breakdowns. - Address customer complaints and ensure effective resolution with high-quality customer service. - Monitor E-helpline, raise/resolve customer queries, and ensure complete resolution up to satisfaction. - Facilitate preparation of forms/documentation for customer onboarding. - Answer incoming customer calls/emails for general and transaction-specific trade inquiries. - Co-coordinate and liaise with MO, Sales, and Product teams for various transaction-related day-to-day activities. - Contribute to process/guidelines roll-out by conducting Team Meetings to ensure effective understanding. - Acquire knowledge, enhance business understanding, support team development, and build an internal knowledge database. - Act as a trusted transaction advisor for clients, building and strengthening close relationships with them. - Arrange regular meetings with clients every quarter to understand their trade requirements. - Monitor exports and local dispatches, ensuring timely dispatch of documents. - Timely reporting of discrepancies and expedite resolution. - Manage trade relationships of select clients. - Promote digital penetration. - Maintain HSBC internal control standards, implement Group Compliance Policy, and minimize operational risk. **Requirements:** - Graduate, Post-Graduate, with professional qualifications such as MBA, CA preferred. - 5-6 years of operations & client servicing experience. - Good understanding of trade finance, ICC rules, FEMA & RBI guidelines (preferably CDCS). - High level of communication/coordination skills to interact with clients and internal departments. - Certification/equivalent qualification required as per the RBI mandated Capacity Building Certification Requirement for Bank. Join HSBC to unlock new job opportunities and experience the possibilities. HSBC is committed to providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment. Your personal data will be handled in accordance with the Bank's Privacy Statement available on the website.,

You will be responsible for CASA Sales targeting HNI Clients with a minimum of 3 years of relevant experience. Your primary roles and responsibilities will include building up CASA value and acquiring new clients. It is crucial to engage effectively with clients to enhance cross-selling opportunities and increase the product holding per customer within your portfolio. You will need to profile all engaged clients and recommend suitable banking products accordingly. In addition, you will be required to achieve the monthly operating plan to enhance scorecard and decile rankings. Collaborating with relationship managers is essential for closing business loans, working capital, POS, CMS, and trade transactions resulting from client engagements. Your focus should be on providing a customer-centric approach to address queries and complaints promptly to meet NPS benchmarks. As the custodian of the branch vault, you will manage vault limits, oversee cash and non-cash transactions, and ensure no instances of cash shortage or excess at the teller counter. Regularly updating key registers and reviewing branch reports such as end-of-day cash position report and Instruments issued are part of your responsibilities. Strict adherence to bank policies and compliance guidelines is mandatory. This is a Full-time, Permanent position that requires you to work in person at the specified work location.,

You will be responsible for handling day-to-day trade transactions, understanding client requirements, and coordinating with the Central Processing Center (CPC) for transaction processing and discrepancy resolution. In addition, you will be required to deal and coordinate with various business groups within the bank to ensure error-free and timely execution of trade transactions. It is essential to ensure compliance with internal guidelines and adhere to all relevant regulations. As part of your role, you will be expected to coordinate with clients and correspondent banks to resolve queries raised by Trade Finance and Cash Management Services (CMS) Operations promptly. Issuance of Letter of Credit and initial scrutiny of trade documents before forwarding them to the CPC for further processing will also be among your responsibilities. You will need to attend to the front-end requirements of corporate customers and collaborate with CPC, CMS, and Clearing departments to meet all customer requirements within the agreed Turnaround Time (TAT). A good understanding of Trade Finance and CMS products is crucial for this position. Experience in CMS Check collections (local, outstation, correspondent banks) and Banker to Issue Operations will be advantageous. The ideal candidate should have around 3-5 years of relevant banking experience in Trade and CMS operations. Strong customer-centric focus and excellent communication skills are essential for success in this role. Qualifications: - Graduate or Post-Graduate Experience: - Minimum one year of relevant experience If you meet the qualifications and possess the necessary experience, we encourage you to apply for this exciting opportunity in our dynamic banking environment.,

Position: Commercial Manger Reporting to : CFO Experience : 8 to 12 years Qualification: Graduation in any discipline; additionally, MBA (Finance or Foreign trade) desired. Remuneration : Commensurate with capabilities and industry standards Domain : Commercial, legal, logistics transactions in a growing, project business. Role & Responsibilities: Maintain a strong understanding of accounts receivable processes. Prepare invoices, e-invoices, e-way bills, and export documentation. Post customer incoming payments, perform customer reconciliation, and process clearing entries in ERP. Maintain records of received orders and monitor progress. Prepare project-wise AR statements and track collections. Coordinate with project and plant teams to ensure timely collections and resolve related issues. Liaise with banks for processing various types of bank guarantees (BGs); monitor BG limits for optimal utilization. Handle both domestic and foreign Letters of Credit (LCs); ensure timely collection against LCs. Timely closure of IDPMS/EDPMS entries and take action for extension, write-off, and issuance of e-BRCs. Knowledge of TReDS platforms (e.g., RXIL, M1 Exchange) for onboarding customers and bill discounting Responsible for DGFT, EEPC activities; Dealing with trade associations like CII etc. Responsible for factory office & staff insurance, transit insurance, Mediclaim-staff & workers. Taxation & Compliance: Ensure compliance with applicable taxes (FEMA, GST, TDS, etc.). Process debit/credit notes, rate differences, discounts, and bad debts as applicable. Support audits by ensuring accurate documentation and financial records. Review customer contracts and prepare debtor ageing reports. Develop and monitor collection plans and follow-up schedules. Eligibility Criteria: Educational Qualification: MBA (Finance), M.Com, B.Com, or a related field. Proficiency in ERP systems, Communication & Interdepartmental Coordination Good command of MS Excel, Word, and PowerPoint. Strong interpersonal, presentation, and communication skills. Ability to work under deadlines and multitask across departments Additional Information: Should have handled end-to-end commercial transactions in a growing, project business dealing with high proportion of export projects Ability to deal with senior decision makers. Strong Communication skills - Verbal, Written and presentation in English Strong commercial & financial acumen, cash sense Strong negotiation skills Highly mobile, go getter , Good team player