Trade Finance Manager
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About the job
Strategic/ Managerial Responsibilities • Personal responsibility for making decisions in both simple and complex issues within given timelines. Core Responsibilities • Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio. • Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team. • Cross sell of trade / treasury products to existing customers. • Focused & quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio. • Acquisition of new to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach. • To manage the sales for the suite of Trade Finance related products across the spectrum of Bank’s clients in a select location / region. Self-Management Responsibilities • Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year. • Undertake training of the relationship teams and risk teams wherever necessary to promote & structure Trade finance products/facilities. Risk And Internal Control Responsibilities • Training of risk teams on trade products from regulatory perspective and market practices with relevant mitigants. • Ensuring the regulatory health of portfolio by reducing trade regulatory outstanding items. • Periodic monitoring of client transaction patterns and report any irregular spike or slowdown in client transactions. • Adhering to Trade KYC/AML guidelines, identifying transactional risk factors & mitigant. SECTION IV: KEY INTERACTIONS Key Internal Interactions • Relationship Team • Work with business RMs for acquiring, onboarding and deepening relationships for Trade Products. • Product Managers • Work with PM for structuring transactions thereby creating value for all stakeholders. • Give regular feedback on client expectations and competitive landscape for trade products. • Service Delivery & Operations • For new setup and onboarding of new mandates. • Continuous engagement to ensure seamless transactions. • Financial Markets (Treasury) • Working in collaboration with Treasury Sales team to cross-sell FX products and increase customer stickiness. • Risk Managers • Regular interactions with Risk Manager for discussion on trade based asset cases/query resolution, capturing Trade related deviations in credit proposals with proposed mitigant. Key External Interactions • Customers • Regular interactions with clients both existing and NTB to scope for business development opportunities. • Trade Associations • Interactions and meeting with various trade associations and regional chapters on Knowledge Banking approach for enhancing YES BANK’s visibility in Trade Finance & Services. SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE Minimum Qualifications • Post-Graduation MBA/CA Language Skills • Proficient in English writing and verbal communication. Experience • Years of Experience: 3-5 years of relevant experience. • Nature of Experience: Relevant Experience in Trade Finance with working knowledge trade asset, treasury products and related digital solutions.
Requirements
- Trade Finance
- Client Engagement
- Sales Management
- Product Knowledge
- Regulatory Compliance
Qualifications
- Post-Graduation MBA/CA
Preferred Technologies
- Trade Finance
- Client Engagement
- Sales Management
- Product Knowledge
- Regulatory Compliance
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About the company
YES BANK is a leading private sector bank in India that offers a comprehensive suite of banking services and focuses on sustainable practices and client satisfaction.
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