Client Relationship Executive- Trade Finance

Key Responsibilities

• Proactively identify, pursue, and secure new business opportunities through cold calling, referrals, partnerships, etc.
• Act as the primary point of contact for client interactions, addressing inquiries, concerns, and feedback professionally and in a timely manner.
• Understand client requirements and propose tailored trade finance solutions.
• Ensure proper onboarding of new clients, including documentation, KYC, compliance, and operational setup.
• Identify opportunities to cross-sell and promote additional trade finance instruments or services to existing clients.
• Escalate complex matters to senior management and coordinate with relevant departments until resolution.
• Maintain an updated sales pipeline with detailed stages, client status, expected closures, and follow-up actions.
• Submit regular sales reports in line with company policies, procedures, and reporting schedules.
• Collaborate with internal teams to support deal execution, participate in team meetings, and provide constructive client feedback.
• Perform other duties and responsibilities as assigned by the Reporting Manager.

Qualifications & Experience

• Bachelor’s degree in finance, Banking, Business Administration, or a related field.
• 3–5 years’ experience in a sales or relationship management role, preferably within a bank or trade finance institution.
• Proven ability to manage high-value client relationships and generate new business opportunities.
• Strong interpersonal, negotiation, and communication skills.