JOB DESCRIPTION TRADE RELATIONSHIP MANAGER

Position

Trade Relationship Manager

Department

Trade Finance / Business Banking

Role Overview

We are looking for an experienced and result-oriented Trade Relationship Manager to manage and grow relationships with corporate and business banking customers.

The role involves handling Trade Finance, Import & Export transactions, Working Capital, Forex and Cash Management requirements while acquiring new clients and deepening existing relationships.

Key Responsibilities

• Manage a portfolio of Corporate, SME and Business Banking clients.

• Develop strong relationships with existing customers and identify opportunities for business growth.

• Acquire new customers through market mapping, references, networking and direct sourcing.

• Understand customers' Import, Export and Trade Finance requirements.

• Drive trade finance business including:

  • Letters of Credit (LC)

  • Bank Guarantees (BG)

  • Import/Export Bills

  • Letter of Credit Advising & Confirmation

  • Bill Discounting / Invoice Financing

  • Pre-shipment & Post-shipment Finance

  • Trade Remittances

• Generate business through Working Capital, Forex and Cash Management Services (CMS).

• Identify cross-selling opportunities across banking and financial products.

• Coordinate with Credit, Operations, Trade Finance, Forex and other internal teams for smooth execution of transactions.

• Monitor customer transactions, limits, documentation and compliance requirements.

• Ensure adherence to KYC, AML, RBI and internal banking policies.

• Track portfolio performance, revenue generation and business targets.

• Conduct regular client meetings and provide customized financial solutions.

• Resolve customer issues and ensure high-quality service.

• Maintain strong knowledge of market trends, trade regulations and banking products.

Candidate Profile

• Graduate / Post Graduate from a recognized institution.

• 38 years of experience in Trade Finance, Corporate Banking, Business Banking or Relationship Management.

• Candidates with experience in Trade Finance + Forex + Working Capital will be preferred.

• Strong understanding of Import/Export documentation and trade products.

• Experience in acquiring and managing corporate/SME relationships.

• Proven track record of achieving business and revenue targets.

• Strong communication, negotiation and relationship-management skills.

Preferred Experience

Trade Finance | Import & Export | Corporate Banking | Business Banking | Working Capital | Forex | CMS | LC | BG | Bill Discounting | Trade Remittance | Relationship Management

Key Performance Areas

• New Customer Acquisition

• Trade Business Volume

• Revenue Generation

• CASA & Deposit Growth

• Trade Finance Penetration

• Working Capital Business

• Forex Revenue

• Portfolio Growth & Customer Retention

Location: As per business requirement
CTC: As per experience and location
Employment Type: Full-Time