Trade Finance Specialist

Department Icon BFSI (Credit & Risk)
Posted: 1 year ago
2-4 years
Borivali, Maharashtra
BFSI (Credit & Risk)
Work from Office
Full Time

Posted: 1 year ago
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Job Description

  • Position: Trade Finance Sales Executive
  • Department: Sales
  • Job Type: Full-time
  • Position Overview:
  • We are looking for a skilled and motivated Trade Finance Sales Executive to join our Sales
  • Department. This position is ideal for a professional with an MBA in Marketing or Finance and 2
  • to 4 years of experience in trade finance. The successful candidate will be responsible for
  • driving the sales of trade finance products, developing strong client relationships, and providing
  • expert guidance to businesses seeking trade finance solutions. This is an excellent opportunity
  • for individuals with a passion for international trade and finance to make a significant impact in a growing industry.
  • Key Responsibilities:
  • 1 - Sales Development & Lead Generation: Identify and prospect potential clients for trade
  • finance products, including letters of credit, trade credit insurance, and supply chain financing.
  • Generate leads through market research, networking, and direct outreach.
  • 2 - Client Relationship Management: Build and maintain long-term relationships with
  • businesses, offering tailored trade finance solutions that meet their specific needs and help
  • them grow internationally.
  • 3 - Consultation & Product Knowledge: Advise clients on trade finance options available to
  • them, including the features, benefits, and risks of each product. Provide expert guidance to
  • help clients choose the best solution for their business.
  • 4 - Sales Execution: Present trade finance products to potential clients, negotiate terms, and
  • close deals in line with company objectives and sales targets.
  • 5 - Market Research & Competitor Analysis: Keep abreast of industry trends, competitor
  • offerings, and regulatory changes in the trade finance space to ensure competitive positioning
  • and adapt sales strategies.
  • 6 - Documentation & Compliance: Ensure all required documentation for trade finance
  • transactions is accurate, complete, and compliant with company policies and regulatory
  • standards.
  • 7 - Collaboration with Internal Teams: Work closely with operations, risk, and legal teams to
  • ensure smooth implementation and processing of trade finance products for clients.
  • 8 - Target Achievement: Meet and exceed sales targets and KPIs, contributing to the growth and
  • profitability of the trade finance portfolio.
  • 9 - Reporting & Analysis: Track sales activities, maintain client records, and report on
  • performance to management. Provide market insights and feedback for product development.
  • Qualifications:
  • Educational Qualification: MBA in Marketing, Finance, or a related field.
  • Experience: 2 to 4 years of experience in sales, preferably in trade finance, banking, or financial
  • services.
  • Skills:
  • 1- Strong knowledge of trade finance products, including letters of credit, trade credit, and other
  • 2 - Financial instruments used in international trade.
  • 3 - Excellent communication, presentation, and negotiation skills.
  • 4 - Proven track record in sales and client relationship management.
  • 5 - Strong analytical skills with the ability to understand and explain complex financial products.
  • 6 - Ability to work independently and manage a sales pipeline effectively

Skills

SalesFinancial ProductsTransactionsFinance

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