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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