JOB DESCRIPTION:

Company: RBK TradeXchange

Job Location: Viman Nagar, Pune, Maharashtra

Work Mode: Work From Office (WFO)

Employment Type: Full-Time / Internship

Experience: Freshers and Experienced Candidates

Industry: International Trade, Import-Export, Trade Finance & Business Consulting

Company Website: https://rbktradexchange.com/

About RBK TradeXchange:

RBK TradeXchange facilitates trade finance and working-capital solutions for businesses involved in domestic and international trade. The company helps connect eligible businesses with relevant financing partners and supports them in understanding trade finance options, preparing documentation, and navigating the financing process.

Its solutions include invoice finance, receivables finance, supply chain finance, purchase order finance, invoice factoring, and export factoring.

https://rbktradexchange.com/

Job Overview:

We are looking for motivated and business-orientated candidates to join our team as import-export & trade finance consultants/interns. The role involves conducting market research, analysing business and trade requirements, identifying potential clients, consulting businesses on relevant trade finance solutions, coordinating documentation, and driving qualified opportunities towards successful closure.

The ideal candidate should have an interest in international business, finance, consulting, research, and business development, along with strong communication, analytical, and negotiation skills.

Core Roles & Responsibilities:

1. Market Research & Business Analysis

Conduct market research to identify potential businesses involved in import-export, manufacturing, distribution, and international trade.

Analyse industry trends, global trade developments, business models, and working-capital requirements.

Research companies, exporters, importers, manufacturers, suppliers, and buyers to identify potential business opportunities.

Analyse business requirements, trade cycles, purchase orders, invoices, receivables, and payment terms to understand potential financing needs.

Study competitor offerings, market demand, and emerging opportunities in trade finance.

Build and maintain databases of prospective clients, business leads, and trade opportunities.

2. Client Acquisition & Lead Generation

Identify and approach potential clients who may require trade finance or working-capital solutions.

Generate qualified leads through LinkedIn, business directories, online research, referrals, email outreach, and professional networking.

Connect with exporters, importers, SMEs, manufacturers, suppliers, and businesses engaged in domestic and international trade.

Initiate conversations with business owners, finance heads, CFOs, and decision-makers.

Understand client requirements and qualify opportunities based on business needs and preliminary eligibility information.

Maintain a consistent follow-up pipeline to convert prospects into active business opportunities.

3. Trade Finance Consulting

Understand clients' business models, trade cycles, cash-flow gaps, payment terms, and financing requirements.

Explain relevant trade finance solutions based on the client's business requirements.





Consult clients on applicable solutions such as:

Pre-shipment and post-shipment finance

Invoice financing and invoice discounting

Invoice factoring and export factoring

Receivables finance

Supply chain finance

Purchase order finance

Letter of Credit (LC)-related workflows and trade documentation

Explain the general process, documentation requirements, and potential advantages of relevant solutions.

Coordinate with internal teams to assess the suitability of potential financing options.

Communicate transparently that financing terms, eligibility, and final approval are determined by the relevant financing institution.

4. Business Development & Deal Closure

Convert qualified leads into client consultations and active trade finance opportunities.

Conduct follow-ups, client meetings, and business discussions to move prospects through the sales pipeline.

Understand client objections, address queries, and communicate the value proposition effectively.

Coordinate with clients and internal teams to progress proposals, documentation, and financing applications.

Support negotiations and commercial discussions within approved company guidelines.

Maintain ownership of opportunities from initial contact through documentation, submission, and closure.

Achieve assigned targets for qualified leads, client conversions, business closures, and revenue contribution, as applicable to the role.

5. Documentation, KYC/KYB & Application Coordination

Coordinate collection of relevant business and trade documents, such as company incorporation details, PAN, GST information, financial statements, bank details, invoices, purchase orders, shipping documents, and receivables statements.

Review submitted documents for completeness and identify missing information or apparent discrepancies.

Coordinate with clients to resolve documentation gaps and facilitate timely application processing.

Maintain accurate client records, lead status, meeting notes, follow-ups, and application updates in the CRM, Excel, or MIS.

Support internal verification and compliance workflows, including KYC/KYB documentation and preliminary screening, as applicable.

Handle confidential financial and business information responsibly.

6. Coordination with Financing Partners

Coordinate with relevant banks, NBFCs, and other third-party financing institutions through approved company processes.

Support the preparation and submission of client information and financing applications.

Track application progress and communicate updates to clients and internal stakeholders.

Assist in obtaining clarifications, additional documents, and status updates.

Facilitate communication between clients and financing partners until the application reaches its outcome.

Avoid promising financing approval, interest rates, funding amounts,



or timelines that have not been confirmed by the relevant financing partner.

7. Reporting & Performance Management

Prepare daily, weekly, and monthly reports on market research, lead generation, client meetings, follow-ups, applications, and closures.

Track the sales pipeline and maintain accurate records of pending and completed activities.

Monitor lead conversion rates, client engagement, and progress against assigned targets.

Provide regular updates to management on opportunities, challenges, and business development activities.

Recommend improvements in research methods, lead quality, consulting approaches, and conversion strategies.

Required Skills & Qualifications

Graduate or postgraduate degree in international business, import-export management, foreign trade, commerce, finance, business administration, economics, or a related field.

Freshers with relevant academic knowledge and a willingness to learn may apply.

Strong communication, presentation, negotiation, and interpersonal skills.

Interest in international trade, trade finance, financial products, and business consulting.

Good analytical, research, and problem-solving abilities.

Knowledge of Excel, online research, LinkedIn, business directories, and CRM tools.

Ability to communicate professionally with business owners and senior decision-makers.

Self-motivated, target-orientated, organised, and comfortable with client-facing responsibilities.

Performance Expectations

Performance may be evaluated on:

Quality and quantity of market research and qualified leads.

Number of relevant client conversations and consultations.

Understanding of client requirements and trade finance products.

Timeliness and accuracy of documentation coordination.

Follow-up consistency and pipeline management.

Qualified opportunities converted into successful business closures.

Achievement of assigned targets and contribution to business growth.

Role-Specific Expectations

For Interns:

Learn trade finance products, international trade processes, market research, lead generation, and client consulting.

Assist with prospect identification, client communication, documentation coordination, and reporting.

Work towards progressively handling qualified opportunities and contributing to closures under guidance.

For Consultants:

Independently manage market research, prospecting, client consultations, and qualified business opportunities.

Take ownership of the sales pipeline, client follow-ups, documentation coordination, and deal progression.

Demonstrate strong product understanding, commercial judgement, negotiation skills, and measurable business-closure performance.

Why Join RBK TradeXchange?

Gain practical exposure to international trade and trade finance.

Learn about financing solutions used by importers, exporters, SMEs, and supply-chain businesses.

Develop skills in business consulting, financial analysis, client acquisition, and deal closure.

Work with a business-focused team and gain exposure to cross-border trade opportunities.

Build a career in trade finance, international business, and financial consulting.

Mail: [email protected]

Pay: ₹8,000.00 - ₹25,000.00 per month

Work Location: In person

📌 Trade Finance Intern (Viman Nagar)
🏢 RBK Technologies
📍 Viman Nagar