Wealth Manager

Location

Experience Required

Salary

Company Description

Tred+ is a leading Supply Chain Invoice discounting and investment Solution Provider based in Ahmedabad. The company specializes in accelerating cash flow through cutting-edge technology and data solutions. Tred+ offers customisable solutions for businesses within the supply chain ecosystem and provides unique alternative debt investment opportunities to investors worldwide. With a focus on customer growth and technological reliability, Tred+ aims to be the premier Operating System for direct investment.

Role Description

This is a full-time on-site role for a Portfolio management at Tred+ in Ahmedabad. The portfolio manager will be responsible for tasks such as lead generation, market research, customer service, and utilizing analytical skills to drive business growth and partnership opportunities.

Qualifications :-

• Analytical Skills and Market Research abilities
• Strong Communication and Customer Service skills
• Experience in client onboarding
• Ability to work effectively in a team environment
• Knowledge of supply chain and finance industries is a plus
• Bachelor's degree in Business, Marketing, or related field

Key Responsibilities :-

• Originate, structure, and execute trade finance solutions (e.g., domestic factoring, LC, SBLC, forfaiting, factoring, buyer’s/supplier’s credit, investors on-boarding).
• Manage a portfolio of corporate clients engaged in national trade.
• Identify opportunities to cross-sell trade products and deepen client relationships. Operational & Risk Oversight
• Ensure documentation, risk checks, compliance (KYC/AML) and credit appraisal are properly managed.
• Monitor disbursals, repayments, collateral, and transaction flows.
• Collaborate with risk, compliance, and legal teams to mitigate transactional risks. Banking & Institutional Relationships
• Interface with domestic and international banks, NBFCs, ECAs, and factoring companies for syndication and deal closures.
• Negotiate terms, pricing, and limits with funding partners. Strategic & Internal Projects
• Contribute to product development, process automation, and digitization initiatives in trade finance.
• Provide insights on market trends, regulations (UCP, URDG, FEMA, RBI guidelines), and client behavior. Key Requirements Education:
• 3-4 years of sales experience in domestic factoring, invoice financing roles within banks, NBFCs, fintechs, or corporate treasury.
• Additional certifications in international trade (e.g., CDCS, CITF) are a plus.
• Deep understanding of trade finance instruments, regulatory landscape, and global trade flows. Skills:
• Strong analytical, structuring, and negotiation skills.
• Proficient in trade documentation, credit analysis, and risk management.
• Excellent communication and relationship-building abilities.