29 May 2025
fdke
Trade Finance Executive
Mumbai
1-2 Years
trade finance, Trade Finance Management
Job Description
Role : Trade Finance Executive
Qualifications: B.com,MBA
Experience : 1 to 2 Years
Location : Goregaon, Mumbai
Job Description :
We are seeking a dynamic and detail-oriented Trade Finance Executive to support our growing client base of MSMEs. This role requires excellent communication skills, a good understanding of financial documents, and a proactive approach to client coordination and documentation.
Key Responsibilities:
• Client Interaction:
• Engage with MSME clients to understand their trade and finance requirements.
• Meeting Coordination:
Schedule and manage meetings between clients and financial institutions.
• Due Diligence Support:
Conduct initial background checks and basic company valuations as part of the onboarding process.Prepare investor pitch decks, financial snapshots, and client presentations for funding proposals.Assist in the review and interpretation of banking and financial documents.Skills & Competencies:
• Pitch Deck Preparation:
• Document Review Assistance:
• Strong interest and understanding of trade finance and SME lending
• Good communication and interpersonal skills
• Proficient in MS Office (especially Excel and PowerPoint)
• Basic understanding of financial statements and valuation methods
• Highly organized and detail-oriented
Qualifications: B.com,MBA
Experience : 1 to 2 Years
Location : Goregaon, Mumbai
Job Description :
We are seeking a dynamic and detail-oriented Trade Finance Executive to support our growing client base of MSMEs. This role requires excellent communication skills, a good understanding of financial documents, and a proactive approach to client coordination and documentation.
Key Responsibilities:
• Client Interaction:
• Engage with MSME clients to understand their trade and finance requirements.
• Meeting Coordination:
Schedule and manage meetings between clients and financial institutions.
• Due Diligence Support:
Conduct initial background checks and basic company valuations as part of the onboarding process.Prepare investor pitch decks, financial snapshots, and client presentations for funding proposals.Assist in the review and interpretation of banking and financial documents.Skills & Competencies:
• Pitch Deck Preparation:
• Document Review Assistance:
• Strong interest and understanding of trade finance and SME lending
• Good communication and interpersonal skills
• Proficient in MS Office (especially Excel and PowerPoint)
• Basic understanding of financial statements and valuation methods
• Highly organized and detail-oriented