Trade Relationship Manager

We are seeking a dynamic Trade Relationship Manager to join our Retail Sales team and drive growth in our trade finance portfolio. In this client-facing role, you will spearhead the acquisition and management of current and trade accounts, champion products such as letters of credit, bank guarantees, and remittance solutions, and cultivate lasting relationships with SME and corporate clients. If you have a passion for sales, a solid grounding in trade finance, and the ambition to accelerate your career, we want to hear from you.

Responsibilities:

1. Acquire new current accounts and trade relationships in line with defined targets.
2. Promote and sell trade finance products, including letters of credit, bank guarantees, remittances, and other working-capital solutions.
3. Maintain and deepen relationships with existing clients, ensuring high levels of satisfaction and portfolio growth.
4. Develop tailored trade finance structures that meet client needs while adhering to internal credit and compliance guidelines.
5. Coordinate with product, credit, and operations teams to ensure seamless transaction execution and service delivery.
6. Monitor client transactions, mitigate risks, and ensure compliance with regulatory and internal policies.
7. Prepare and present sales pitches, product demonstrations, and market intelligence to prospective clients.
8. Maintain accurate records in CRM systems and produce regular sales and pipeline reports for management.
9.



Identify cross-sell opportunities and collaborate with other business units to maximize revenue.
10. Stay updated on trade finance trends, competitors, and regulatory changes to provide strategic insights.

Requirements:

1. Bachelor’s degree in Finance, Business, Economics, or a related field.
2. 3–8 years of proven experience in trade finance sales or relationship management within banking or financial services.
3. Strong knowledge of trade finance products (letters of credit, bank guarantees, remittances, documentary collections, etc.).
4. Demonstrated success in current and trade account acquisition and revenue generation.
5. Thorough understanding of banking regulations, compliance, and risk management related to trade transactions.
6. Excellent communication, negotiation, and interpersonal skills with the ability to influence senior stakeholders.
7. Strong analytical and problem-solving abilities, with a client-centric mindset.
8. Proficiency with CRM software and MS Office suite.

Nice to Have:

1. MBA, CA, or skilled certification in trade finance (e.g., CDCS, CSDG).
2. Experience with digital trade finance platforms and fintech integrations.
3. Exposure to cross-border trade, supply chain finance, and structured trade transactions.
4. Established network of SME and corporate clients in target markets.
5. Ability to communicate in additional regional or foreign languages.
6. Working knowledge of credit analysis and underwriting processes.

📌 Trade Relationship Manager (Ahmedabad)
🏢 Kotak Mahindra Bank
📍 Ahmedabad