Relationship Manager, Trade Portfolio Management

Role Overview

This position is responsible for driving growth within the existing trade finance portfolio by enhancing trade utilization and fostering strong customer relationships through regular engagement. The role involves managing trade finance requests, renewals, and delivering excellent customer service to optimize portfolio performance.

Key Responsibilities

• Drive organic growth and increased utilization of trade finance among existing clients.
• Provide responsive service to ad-hoc trade finance requests and facilitate renewals of trade facilities.
• Maintain high standards in loan acquisition and AA submission, including accurate KYC compliance, credit evaluation, and product knowledge enhancement.
• Conduct periodic reviews, including ad-hoc, re-ratings of trade customers, and annual assessments for EFS Trade clients.
• Assist the REM-CC with customer outreach regarding overdue trade receivables.
• Manage credit requests and amber reviews related to trade portfolios ensuring no service lapses or delays.
• Collaborate with supporting units to maintain turnaround time (TAT) standards by attending training and staying informed on end-to-end processes.
• Share trade product expertise within the RSME team and actively support knowledge transfer to non-trade business development managers.
• Promote trade finance utilization among newly onboarded customers and maintain regular in-person engagement for relationship strengthening.

Qualifications and Requirements

• Strong understanding of trade finance products and trade portfolio management.
• Competent in credit analysis, loan underwriting, and KYC compliance.
• Ability to conduct thorough portfolio reviews and maintain timely customer service operations.
• Effective communication and collaboration skills for cross-team knowledge sharing and customer relations.
• Commitment to continuous learning and process adherence to optimize operational efficiency.

Additional Information

Only candidates selected for further consideration will be contacted.