Project Manager - Trade Finance| Mumbai

Reposted One Month Ago
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Mumbai, Maharashtra, IND
In-Office
Expert/Leader
Fintech • Software • Financial Services
The Role
Assist the Project Manager in delivering trade finance initiatives by coordinating transactions, managing documentation, and improving processes. The role requires strong organizational skills and knowledge of trade finance instruments.
Summary Generated by Built In

To support the planning, execution, and successful delivery of trade finance projects. This role works closely with the Project Manager to coordinate transaction processing, manage documentation, and drive process improvements across import/export finance initiatives. The ideal candidate balances strong organizational skills with a deep understanding of trade finance instruments and regulatory requirements.

Responsibilities

Managerial Responsibilities

  • The Assistant Project Manager for Trade Finance plays a pivotal role in supporting the end-to-end delivery of trade finance initiatives.
  • You will partner closely with the Project Manager to define project scope, articulate clear objectives, establish robust timelines, and map out deliverables.
  • Leveraging your strong organizational skills, you will coordinate high-value transactions, maintain stringent quality and turnaround-time (TAT) controls, and drive continuous process improvements through digitization and process-mining efforts.

Functional Responsibilities

  • Assist the Project Manager in defining project scope, objectives, timelines, and deliverables.
  • Coordinate and monitor trade finance transactions, including letters of credit, guarantees, and collections.
  • Handle above-threshold value transactions for designated territories, ensuring compliance with quality and turnaround-time targets.
  • Manage daily queue allocation and task distribution to team members, acting as the first line of escalation for agent-related queries and process updates.
  • Prepare and maintain project documentation: status reports, meeting minutes, process maps, and risk logs.
  • Liaise with internal stakeholders and external partners to ensure seamless transaction execution.
  • Identify areas of underperformance, propose corrective action plans, and drive continuous improvement or automation opportunities.
Qualifications

Qualifications: M.Tech/B.Tech Or Equivalent Bachelors Degree

Experience: 10 to 12 years

Skills Required

  • M.Tech/B.Tech or equivalent bachelor's degree
  • 10 to 12 years of experience

CSB Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CSB Bank and has not been reviewed or approved by CSB Bank.

  • Fair & Transparent Compensation — Pay is considered fair in certain managerial or target-based roles, with some positions viewed as competitive for the industry. Salaries are consistently reported as paid on time, supporting a baseline of reliability.
  • Strong & Reliable Incentives — Earnings can be strong when sales targets are achieved, indicating meaningful performance-linked upside in some roles.

CSB Bank Insights

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The Company
HQ: Thrissur, Kerala
5,753 Employees
Year Founded: 1920

What We Do

CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.

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