Purpose/Objective

The Trade Finance Lead in Business Treasury Operations is responsible for overseeing the entire Trade Finance Operation, managing overall liquidity, and ensuring adherence to related compliances. This includes managing the issuance and administration of Letters of Credit (LC), Bank Guarantees (BG), Acceptance, and Buyers Credit. This role demands extensive experience in trade finance functions, including expertise in managing day to day requirements of LC / BG / BC / Vendor Finance etc. , as well as ensuring rigorous governance and compliance related to trade finance operations. The Trade Finance Lead must possess a high level of proficiency in planning, enabling timely and accurate communication of the company's financial overall working capital position to various stakeholders. By prioritizing complex business challenges, the Trade Finance Lead offers timely resolutions and contributes strategically to process improvement, quality enhancement, and technology adoption.

Key Responsibilities of Role

Operations Management: Ensure the maintenance of efficient processes by managing the issuance and administration of Letters of Credit (LC), Bank Guarantees (BG), Acceptance, and Buyers Credit and Vendor Financing. Oversee the end-to-end trade finance operations, execute financial transactions on time, and prevent delay. Lead and guide multiple trade finance teams across portfolios, ensuring seamless coordination with other teams and business units. Ensure operations perform within TAT and undergo frequent checks for process effectiveness, enabling near real-time accounting in line with excellence standards. Trade Finance Process Governance & Risk Mitigation: Design and implement standardized and efficient trade finance processes across the organization. Identify process gaps, potential risks, and control weaknesses; proactively implement preventive and corrective measures. Establish internal controls to ensure compliance with regulatory standards and internal policies, thereby reducing financial and operational risks.



Quality & Compliance Management: Ensure 100% quality assurance in trade finance operations with zero defects in Trade Finance Operations. Maintain hygiene and control standards to ensure compliance with financial regulations and company policies. Drive continuous process audits to ensure operational excellence and adherence to best practices. Ensure quality manpower allocation, assigning the right people to the right financial functions for maximum impact and outcome. Process Improvement & Automation: Identify gaps in trade finance processes and implement best-in-class solutions for improved efficiency and cost reduction. Promote automation and AI-driven solutions to streamline trade finance processes, MIS for the business team, and audit schedules, as well as efficient working capital management, forecasting, and end-to-end month closing activities. People Management & Training: Develop and implement structured training programs to ensure the trade finance team remains updated on regulatory changes impacting trade finance operations and compliance. Provide mentorship and guidance to enhance the team’s technical expertise, analytical capabilities, and process efficiency. Foster a culture of continuous knowledge sharing to strengthen trade finance governance, drive compliance excellence, and support overall team development. Stakeholder Management: Ensure stakeholder alignment and engagement through regular meetings, governance forums, timely escalations, and performance reporting. Drive the development of a system infrastructure that enables near real-time visibility of trade finance operations for key stakeholders, including CFOs, business units, and treasury teams.



Provide actionable insights to support optimal working capital management and timely financial decisions, enabling the business to negotiate better with banks and lenders through enhanced visibility into working capital positions and obligations. Skip-Level Meetings: Ensure regular skip-level meetings with team leads and members to provide broader insights, address concerns, and foster open communication within the organization. These meetings help understand employees' perspectives, gain a deeper understanding of team dynamics, and address any challenges they may face. Brand Positioning: Ensure Adani's brand values are shown in all interactions. Strengthen relationships to boost the organization's brand and trust within the market and company. Team Development: Build a high-performing team. Set clear KPIs, track progress, and implement strategies for continuous improvement. Promote a respectful and secure workplace, lead collaborative and productive teams, and mentor for growth and success. Tracks and reports on key performance indicators (KPIs) for digital business success. Digital mindset: Champions a digital mindset within the organization to drive innovation and competitiveness. Keep up with digital and AI advancements to enhance business and maintain competitiveness.

Technical Competencies

Compliance Management,Operations Management,Risk Management,Documentation & Reporting,Audit & Assessment Management,Escalation Management

Qualifications and Experience

Educational Qualification: CA / MBA (Finance) / ICWA / Inter CA / CFA or equivalent in Financial Management. Work Experience: Minimum of 10-12 years of experience in operations, or a related field, with at least 3-4 years in a middle level leadership role. Must have knowledge and experience in Banking operations, Trade Finance, Capital Finance and MIS & Compliance Industry: Preferably from a Infrastructure / Manufacturing / Finance Industry with experience In Trade Finance operation.

📌 Process Lead - Business Treasury Banking & Trade Finance (Gujarat)
🏢 Adani Group
📍 Gujarat