Job Description

Job Description – Cluster Trade Manager (Trade & Forex)


Location: Mumbai

CTC: Up to 20 LPA

Experience: Minimum 5–7 years in Trade & Forex


Role Summary


The Cluster Trade Manager will oversee Trade & Forex acquisition and portfolio management across multiple branches, ensuring business growth, high-quality service delivery, and compliance with trade guidelines. The role involves driving revenue through Trade Finance products and providing strategic support to branch teams.


Key Responsibilities




  • Drive Trade & Forex business across assigned cluster/branches.




  • Acquire new Trade Finance clients through direct sourcing.




  • Manage existing Trade & Forex portfolios ensuring high service quality.




  • Support branches with product knowledge, client pitches, and deal closures.




  • Achieve revenue targets across LC, BG, OD/CC, Import/Export documentation, Remittances, and Forex.




  • Conduct joint client visits with branch teams.




  • Ensure strict compliance with regulatory guidelines and internal policies.




  • Identify business opportunities and build a strong Trade client pipeline.




  • Train branch staff on Trade & Forex products and processes.




Eligibility Criteria




  • Minimum 5–7 years of hands-on experience in Trade Finance & Forex.




  • Strong understanding of LC/BG/Import-Export documentation and FEMA guidelines.




  • Proven experience in client acquisition and portfolio handling.




  • Graduate/Post-Graduate preferred.




  • Excellent communication and relationship management skills.




Challenges in the Role




  • Managing multiple branches with consistent productivity.




  • Handling time-sensitive trade transactions with accuracy.




  • Achieving monthly acquisition & revenue targets in a competitive market.




Why Join This Organisation




  • Strong digital-first processes for Trade & Forex transactions.




  • Stable and growing business portfolio with disciplined asset quality.




  • Customer-centric innovation with efficient turnaround times.




  • Diverse exposure across Trade, Forex, and working capital customer segments.




How to Apply


Share your updated CV at [email protected]

Subject Line: Application for Cluster Trade Manager – Mumbai

WhatsApp: 6307183014



Regards 

Team HR 

STAFFIAA

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