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Trade Document Specialist

2 months ago

Bengaluru, India krtrimaIQ Cognitive Solutions Full time

Title: Client Succes Manager(Trade Document Specialist)

Location : Bengaluru

Work Mode: WFO



Who we are looking for:

We’re looking for an experienced Trade Document Specialist with savvy interpersonal skills to join our client success team. A truly cross-functional role, the successful candidate will be able to integrate their breadth and depth of knowledge in trade finance and manage incoming client queries & requests with speed and tact. In this role, the candidate is expected to collaborate closely with the client and demonstrate our platform’s capabilities. Responsibilities

• Provide world-class client servicing to our clients  

Manage expectations and communication lines between internal and external stakeholders

• Implement solutions to continuously improve Turn Around Time, Accuracy, and all productivity related KPIs as provided by the Chief Operating Officer \

• Test the Traydstream platform for new features or modified functions added to our products as per our client’s expectations

• Measure, monitor, and record data related to our clients’ transaction efficiency or efficacy on the Traydstream platform

• Research and recommend creative ideas to address the root cause of functional platform problems

• Propose workable solutions to improve trade document processing times and quality of our client’s transactions within our platform

• Manage checklists and action plans for clients by coordinating and supporting cross functional teams based on urgency and criticality

• Coach and manage clients through the customer life cycle by initiating their trade transactions sets into the platform

• Incorporate trade documentation best practices for our trade officers and clients


Qualifications & Skills

• 4 - 6 Years in Trade Transaction Processing

• Undergraduate or Postgraduate Degree (BBA, BCOM, MBA or equivalent)

• Certified Documentary Credit Specialist (CDCS) - Good to have

• UCP-600, ISBNP

• Knowledge of UCP 600, ISBP 821, URR 725, URC 522 and Incoterms 2020

• Well versed with Trade Finance Products such as Letters of Credit & Documentary Collections, Open account

• Knowledge of SWIFT messages

• Excellent Interpersonal skills including communication, client servicing, and influence & negotiation. 

Excellent Interpersonal skills including communication, client servicing, and influence & negotiation

• Superior Problem-Solving Ability

• Strong Understanding of Data Collection & Analysis Techniques

• Ability to multi-task in a fast-paced environment with fluctuating priorities and deadlines.

• Ability to work without direct supervision, and efficiently manage tasks and time.

• Proficiency in Microsoft Office Suite

• Proficiency in English

Preferred Abilities

• Involved in Automation/ Digitization of Trade Processing

• Basic understanding of Technology concepts i.e., Artificial Intelligence. Machine Learning and Cloud Infrastructure

• Shift flexibility: We have clients from the US /UK / Australia /Japan and other countries. So, depending on the client’s time zone we will have to coordinate