Role Overview We are expanding our Global Trade Finance (GTX) vertical and seeking experienced professionals to drive our vision of seamless, secure, and scalable cross-border financing solutions. As RM – Global Trade Finance, you will play a pivotal role in structuring and executing trade finance transactions, managing client relationships, coordinating with financial institutions and ensuring regulatory & operational compliance. You’ll work closely with exporters, importers, banks, fintech platforms, and internal stakeholders to deliver end-to-end trade finance solutions. Key Responsibilities Client & Transaction Management
● Originate, structure, and execute trade finance solutions (e.g., Export factoring, LC, SBLC, forfaiting, factoring, buyer’s/supplier’s credit).
● Manage a portfolio of corporate clients engaged in international 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:
● 2-5 years of sales experience in export factoring, import 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.
Why Join GTX?
● Be part of a high-growth vertical with global exposure and institutional backing.
● Collaborate with a dynamic team focused on innovation in trade and finance.
● Opportunity to lead transformative projects in a digitally evolving ecosystem.
What you can expect apart from attractive compensation at KredX, apart from monetary benefits
●Bi annual appraisal cycle
●Medical coverage for your family and parents
●Need a break? We’ve got your back for 15 days in a year. We know that some of the best ideas come when you’re on vacation
●Feeling blue? No problem! You get 12 days in a year to deal with this & rejuvenate your mind and body
And a lot more…..We can discuss!
Company KredX URL- www.kredx.com Experience: 4-7 years Work Location : Mumbai Key Responsibilities - This role entails acquiring/sourcing/retaining/expanding and developing relationships with key decision makers (Business Owner, Director, CFOs, Head Procurement, Financial Controller, Heads of Finance, Treasury, etc. of firms engaged in global trade both imports and exports. - The role requires achievement of monthly, quarterly & annual targets in terms of acquisition of new clients, building up of the portfolio and achievement of revenue targets. It requires the candidate to manage his or her own, business Development/market scoping, arrange meetings, prepare pitches/decks, present it to businesses, manage follow ups to sell products, solutions and services. - Plan and conduct special sales initiatives and events for prospective and existing clients. - Maintain a complete relationship record for assigned customer accounts. - Track customer complaints/queries and turnaround times for customer satisfaction. Requirements:- - 4+ years of overall experience in sales role in a financial services organization - Experience in trade product selling, Banking / NBFC, Fintech, Large portfolio management will be an advantage. - The candidate must have their own network / relationships of clients. - Good understanding of technology based trade receivables business & Supply chain solutions and linked available products in the market and has experience in dealing with the same. - Go getter attitude & Self - motivated with a passion toto achieve targets & goals given by the organization. Company Overview We are India's leading Fintech company into Supply Chain Financing, which helps start ups, large enterprises, MSMEs, retailers, and distributors resolve their working capital and growth capital challenges. Founded in 2015, KredX started with a single mission of solving cash flow challenges for businesses through an invoice discounting platform. Today, KredX solves financial problems of all kinds of businesses while offering investors a unique opportunity to make low risk and high return investments. KredX over a period of time added many more products in the area of Working Capital, Growth Capital & Treasury Income products using deep tech solutions catering to Large Enterprise / corporates. We have offices in Bangalore, New Delhi & Mumbai
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Relationship Manager Q&A's