AVP - Trade Finance Client Service Manager

7 days ago

Mumbai, Maharashtra, India Sumitomo Mitsui Banking Corporation (SMBC) Full time US$ 80,000 - US$ 1,20,000 per year

Sumitomo Mitsui Banking Corporation

Job Responsibilities:-

  • Oversee and ensure seamless processing of routine trade transactions (e.g., LC/BG issuance/amendments, LC Confirmation, Substitute BGs, document handling, trade loan disbursals, ARP/SCF execution).
  • Serve as the point of contact for client queries / operational matters (e.g., LC  confirmation, discrepancies in shipping documents).
  • Coordinate with trade operations, compliance etc to resolve transactional bottlenecks (e.g., conclude transactions).
  • Cooridnate with SMBC network branches for cross border network transactions.

  • Monitor daily transaction volumes and facility utilisation.

  • Client Management & Retention

  • Maintain regular touchpoints (weekly/monthly) to understand clients' operational cycles, cash flow needs, and pain points in BAU processes.

  • Assist in client education on Bank's process, document requirements at transactional level

  • Proactively guide clients on optimizing existing facilities (e.g., structuring LC terms to match shipment schedules, aligning ARP with receivables cycles).

  • Facility Utilization & support Revenue Growth

  • Analyze transaction patterns to identify underused facilities (e.g., dormant LC lines, unutilized trade loans) and recommend adjustments. Ensuring optimal Trade Limit Utilization

  • Cross-sell solutions like deposit and FX flow solutions.

  • Market Intelligence & Advisory

  • Share real-time updates on market changes (e.g., RBI policy shifts) impacting clients' BAU operations.

  • Risk & Compliance Co-ordination

  • Co-ordinate with customer for document submission / query resolution for transactions to comply with RBI guidelines, AML/KYC requirements.

  • Share updates / flag off transactional risks (e.g., overdrawn limits, delayed   repayments).

  • Reporting & Documentation

  • Maintain accurate records of BAU transactions, client communications, and facility utilization.

  • Generate monthly reports on portfolio performance, including BAU metrics (e.g., transaction volumes, error rates).

(a) Knowledge (b) Skills (c) Experience (d) Qualifications

  • Education: Bachelor's degree in Finance, Commerce, or Business, MBA preferred.
  • Experience: 5–7 years in trade finance operations, preferably in India, with expertise in managing BAU processes (LCs, trade loans, ARP).

  • In-depth knowledge of Indian trade regulations (RBI, FEMA) and export/ import documentation.

  • Basic knowledge of Fin Tech and digital in Financial and Trade market, especially in India.

  • Strong operational mindset with attention to detail for error-free BAU execution.  Diligent, meticulous and must act with speed without compromising on quality

  • Fluency in English.

  • Excellent PC skills such as Excel, Word, PowerPoint, Access, and Digital tools.

  • Excellent communication skills with internal and external senior stakeholders.

  • Oversee and ensure seamless processing of routine trade transactions (e.g., LC/BG issuance/amendments, LC Confirmation, Substitute BGs, document handling, trade loan disbursals, ARP/SCF execution).

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