Trade Origination

6 days ago

Mumbai, India Barclays Full time

Job Title: Trade Origination
Location: Mumbai

About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards.

Working Flexibly

Hybrid Working

We are currently in the early stages of implementing a hybrid working environment, which means that many colleagues spend part of their working hours at home and part in the office, depending on the nature of the role they are in. Please discuss the detail of the working pattern options for the role with the hiring manager

Introduction:
The product origination team provides expertise around the product by understanding customer needs and providing solutions that can sometimes be customised. This team also ensures that we adhere to internal and external policies while delivering these solutions

What will you be doing?
- To engage customers effectively in our chosen client sub segments of International Corporates across outbound and inbound
- To originate structure and execute deals across trade opportunities in the Northern Indian market for both inbound as well as outbound clients across customer segments.
- Developing a Trade portfolio through increasing wallet share and winning new business whilst always ensuring great customer outcomes
- Implement and monitor the trade origination plan to achieve targeted revenue objectives.
- Focus on achieving high returns on RWA as guided by the bank’s policies. Focus on trade products of low RWA usage. Compete effectively on pricing in line with competition.
- Construct and deliver a targeted calling program, derived from the establishment, development and implementation of a portfolio sales plan in partnership with the lead Relationship Director.
- Roll out marketing approved product specific decks / case studies that are handy and can be used by RDs to share with customers. Standardize term sheets that can be customized for deal specific details only before sharing with clients etc.
- Time management
- 75% from new clients / new products to existing clients
- 25% from deepening existing client dialogues
- To help grow the trade business into a robust, scalable and profitable business aligned to the overall corporate banking strategy and to facilitate the achievement of the firm’s financial objectives
- Product structuring - to liaise with Operations / Credit/ Compliance / Legal / Product for structuring delivering bespoke solutions
- Manage the existing clients in Northern India to further deepen the onshore trade asset book within the segments.
- Support the existing corridor initiatives for both inbound and outbound.
- Work with existing and prospective clients to gain a greater share of their trade wallet with a view to grow trade (both fund and non fund balances) with bank.
- Client coverage for TWC

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- Trade & Working Capital - structured trade transactions/ Receivables purchase/ Documentary trade transactions/ trade loans/ BG/ SBLC/ Open account flowsc / supplier financing transactions

What we’re looking for:
ï‚- Graduate degree
ï‚- Excellent Trade Finance product experience and knowledge for plain vanilla and structured trade.
ï‚- Good planning, organization and communication skills.
ï‚- A working understanding of UCP 600, URR 725, URDG, Incoterms, currency hedging instruments and Exchange Control Rules and Regulations.
ï‚- Good judgement on being able to identify risk early and suitably address / highlight the same. In particular, this includes but is not limited to risks relating to KYC, Financial Crime and operational risk.
ï‚- Ensure compliance with New Product Approval (NPA) guidelines and ensure that all product offerings have undergone relevant due diligence and approval in line with applicable Bank policies.
ï‚- Incumbent should be a confident, motivated individual with the ability to function and develop client relationships independently. He or she should also be a team player working in close co-ordination and collaboration with colleagues.
ï‚- Good communication, people and presentation skills. Ability to prepare business presentations and economic intelligence. Eager to own a business segment and develop to the next level of trade finance utilization and revenues.
ï‚- Self motivated and proactive approach to marketing origination.

Skills that will help you in the role:

- Strong Interpersonal skills
- Commercial minded
- Effective risk management

Where will you be working?
Mumba

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