Overview
– Degree in Business, Finance, Supply Chain Management, or a related field.
– 10+ years of experience in business relationship management, customer success, or financial advisory, preferably in lending, logistics financing, or supply chain finance.
– Strong understanding of logistics and transportation industry financing needs.
– Knowledge of supply chain finance models, trade credit, and working capital optimization.
– Excellent relationship management, negotiation, and financial advisory skills.
– Proficiency in CRM tools and financial analysis tools.
– Ability to analyze financial data, assess creditworthiness, and provide strategic financing insights.
– Understanding of regulatory frameworks related to lending, supply chain finance, and MSME credit solutions.- Assist clients in understanding and accessing loan products tailored for financing, fleet leasing, and working capital needs.
– Guide businesses through the loan application, documentation, and approval process.
– Educate clients on supply chain finance solutions, helping them optimize cash flow and liquidity.
– Work closely with underwriting and credit teams to structure financing solutions that fit client needs.
– Build and nurture strong relationships with Dealers, Fleet Owners, and Logistics Service Providers to foster long-term engagement.
– Conduct regular check-ins with clients to assess their financing needs and business challenges.
– Act as the primary point of contact for financial queries, ensuring seamless communication between clients and internal teams.
– Monitor client repayment trends, working capital utilization, and borrowing behaviors.
– Identify potential risks of defaults and work with credit and collections teams to develop mitigation strategies.
– Provide data-driven insights to help clients manage fleet financing, optimize procurement cycles
– Address customer concerns regarding loan processing, interest rates, repayment structures, and supply chain finance solutions.
– Collect feedback from clients to improve lending products and supply chain finance offerings.
– Advocate for customers within the company by providing insights to product and strategy teams.