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Trade Placement & Portfolio Relationship Manager

Trade Placement & Portfolio Relationship Manager

CredAbleRepublic Of India, IN
30+ days ago
Job description

Job Title : Trade Placement & Portfolio Relationship Manager

Experience : 2– 4 years

Location : Mumbai

Department : Trade Finance / Corporate Banking

Reporting to : VP

Job Overview :

We are looking to onboard a driven and detail-oriented Trade Placement & Portfolio Relationship Manager with 2 – 4 years of experience . This role is ideal for professionals who have a blend of trade execution and sales exposure , and have worked closely with banks, managed client interactions, and handled documentation for trade finance products.

Key Responsibilities :

Trade Placement & Deal Execution :

  • Handling Structured Trade deals (Placement & Execution) end to end till Go Live and throughout the lifecycle
  • Manage & negotiate end-to-end documentation and placement with partner banks and NBFCs.
  • Coordinate internally with credit, operations, and legal teams to ensure timely closure of transactions.
  • Support rate discovery, comparison, and negotiation with banking partners.

Client Relationship & Portfolio Management :

  • Serve as the key point of contact for assigned corporate clients.
  • Understand client business needs and propose suitable trade finance structures, in sync with Coverage RM.
  • Manage documentation, client onboarding, and ongoing transaction support.
  • Monitor portfolio performance, utilization of limits, and repayment schedules.

    • Stakeholder Coordination :

  • Act as a bridge between clients, internal teams, and financial institutions to ensure smooth transaction flow.
  • Coordinate with banks and financial partners for transaction referrals and updates.
  • MIS & Reporting to senior management on Deals status & Revenue numbers
  • Handle 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 (e.G., support ARMs in banks who liaise with clients, manage documentation, and coordinate referrals).
  • 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.
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