Description
• Manage the local and global trade and receivables finance portfolio of the bank which includes all the corporate units.
• Improve Non Fund/Trade business and fee based income for Wholesale Banking (Trade, Receivable and Supply Chain Finance)
• Joint calls with RMs of all units to identify and ensure new revenue opportunities.
• Estimate customers’ trade wallet size and increase Bank’s share of wallet.
• Conduct /organize Trainings, Seminars and Workshops for customers on Trade / TB products / utilization of Trade Portal / Hand holding
• Developed new trade products/services/structures to increase fee income.
• Liaise with Trade Finance operations and address/ resolve customer service issues.
• Proactively identify sales opportunities and deliver value added, need-based solutions by analyzing clients trade cycles and identify trade gaps from financial statements.
• Advise clients on best TFU products and optimize the relationship.
• Grow the portfolio income by 25% to 35% through increased utilization and new clients by increasing market share.
• Suggest and implement trade solutions such as receivable finance, supply chain finance, trade loans and core trade solutions.
• Train and support new joiners along with WB RM’s and act as a focal point on promoting awareness of TFU products.
• Tech savy with Trade Finance platforms and drive the move of clients from transacting TF products manually onto the platform
• Present to Head of Transaction banking periodical reports and MIS on utilization of limits, performance, Account profitability etc.
Key Objectives
• Growth of TF products numbers.
• Drive the migration of TF clients from manual transactions to the online platform.
• Coordinate with the TFU-Ops unit on a daily basis to ensure smooth operations.
• Ensure all documentation of deals are complete.
• Ensure all audit requirements are complete.
• Ensure all regulatory requirements are met.
Candidate Specifications
• University Degree from a reputed university
• 10 year’s working experience
• Experience in TFU products
• Knowledge of TFU operations
• knowledge of TFU documentation
• Knowledge of all Banking rules and regulations