Portfolio Manager

3 days ago

Ahmedabad, Gujarat, India Tred+ Full time ₹ 5,00,000 - ₹ 20,00,000 per year

Location
: Thaltej, Ahmedabad

Experience Required
: 3 – 4 Years

Salary
:- Depends on the skillset.

Company Description

Tred+ is a leading Supply Chain Invoice discounting and investment Solution Provider based in Ahmedabad. The company specializes in accelerating cash flow through cutting-edge technology and data solutions. Tred+ offers c
ustomisable
solutions for businesses within the supply chain ecosystem and provides unique alternative debt investment opportunities to investors worldwide. With a focus on customer growth and technological reliability, Tred+ aims to be the premier Operating System for direct investment.

Role Description

This is a full-time on-site role for a Portfolio management at Tred+ in Ahmedabad. The portfolio manager will be responsible for tasks such as lead generation, market research, customer service, and utilizing analytical skills to drive business growth and partnership opportunities.

Qualifications :-

  • Analytical Skills and Market Research abilities
  • Strong Communication and Customer Service skills
  • Experience in client onboarding
  • Ability to work effectively in a team environment
  • Knowledge of supply chain and finance industries is a plus
  • Bachelor's degree in Business, Marketing, or related field

Key Responsibilities :-

  • Originate, structure, and execute trade finance solutions (e.g., domestic factoring, LC, SBLC, forfaiting, factoring, buyer's/supplier's credit, investors on-boarding).
  • Manage a portfolio of corporate clients engaged in national trade.
  • Identify opportunities to cross-sell trade products and deepen client relationships. Operational & Risk Oversight
  • Ensure documentation, risk checks, compliance (KYC/AML) and credit appraisal are properly managed.
  • Monitor disbursals, repayments, collateral, and transaction flows.
  • Collaborate with risk, compliance, and legal teams to mitigate transactional risks. Banking & Institutional Relationships
  • Interface with domestic and international banks, NBFCs, ECAs, and factoring companies for syndication and deal closures.
  • Negotiate terms, pricing, and limits with funding partners. Strategic & Internal Projects
  • Contribute to product development, process automation, and digitization initiatives in trade finance.
  • Provide insights on market trends, regulations (UCP, URDG, FEMA, RBI guidelines), and client behavior. Key Requirements Education:
  • 3-4 years of sales experience in domestic factoring, invoice financing roles within banks, NBFCs, fintechs, or corporate treasury.
  • Additional certifications in international trade (e.g., CDCS, CITF) are a plus.
  • Deep understanding of trade finance instruments, regulatory landscape, and global trade flows. Skills:
  • Strong analytical, structuring, and negotiation skills.
  • Proficient in trade documentation, credit analysis, and risk management.
  • Excellent communication and relationship-building abilities.

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