Account Executive

Insolation Energy; Jaipur; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Insolation Energy is seeking a detail-oriented professional to manage Trade Finance Operations, including LC, bank guarantees, TT, and import-export documentation, with regulatory compliance. You will coordinate with banks, internal stakeholders, and authorities to ensure seamless execution of domestic and international trade transactions while staying compliant with applicable regulations.

The role requires 3–8 years of experience in Trade Finance Operations, a Bachelor's degree in

Qualifications

• Bachelor's degree in Commerce/Finance is required and MBA in Finance is a plus.
• Strong knowledge of LC, bank guarantees, TT, and import/export procedures.
• Familiarity with IDPMS/EDPMS, FEMA, RBI guidelines, DGFT, and customs regulations.
• Hands-on experience with import/export documentation and regulatory paperwork.
• Proficiency in ERP systems (SAP, Tally) and advanced Microsoft Excel.
• Excellent analytical, reconciliation, and communication skills.

Responsibilities

• Manage LC lifecycle: opening, advising, amendments, negotiations, document scrutiny and closure.
• Handle bank guarantee documentation, issuance, amendments, renewals and closure.
• Process overseas TT and domestic payments; ensure timely execution.
• Coordinate with banks and internal departments for smooth trade transactions.
• Maintain accurate accounting entries and reconcile trade finance transactions.
• Conduct monthly reconciliation of trade finance accounts and resolve discrepancies.
• Ensure compliance with RBI, FEMA, DGFT, and other guidelines; close pending cases.
• Prepare and maintain import/export documentation (Invoices, BOE, BL, Shipping Bills, Packing Lists).
• Maintain records for audit and internal controls; liaison with banks, customs, freight forwarders.
• Generate MIS reports and provide updates on trade finance activities.

Skills

LC/Bank Guarantees & TT

Import/Export documentation

ERP SAP/Tally

Advanced Excel

Regulatory compliance

Communication

Education

Bachelor's degree in Commerce/Finance

MBA in Finance (advantage)

Tools

SAP

Tally

Job description

We are looking for a detail-oriented and experienced professional to manage Trade Finance Operations, including Letters of Credit (LC), Bank Guarantees, Telegraphic Transfers (TT), import-export documentation, and regulatory compliance. The role requires close coordination with banks, internal stakeholders, and government authorities to ensure seamless execution of domestic and international trade transactions while maintaining compliance with applicable regulations.

Key Responsibilities

• Manage the complete lifecycle of Letters of Credit (LC), including opening, advising, amendments, negotiations, document scrutiny, and closure.
• Handle Bank Guarantee documentation, issuance, amendments, renewals, and closure.
• Process Overseas Telegraphic Transfers (TT) and domestic payments, ensuring timely and accurate execution.
• Coordinate with banks and internal departments for smooth processing of import and export transactions.
• Maintain accurate accounting entries and perform reconciliation of all international and domestic trade finance transactions.
• Conduct monthly reconciliation of trade finance-related accounts and resolve discrepancies promptly.
• Ensure compliance with IDPMS/EDPMS regulations and facilitate timely closure of all pending cases.
• Prepare, verify, and maintain import-export documentation, including Commercial Invoices, Bills of Entry (BOE), Bills of Lading (BL), Shipping Bills, Packing Lists, and other statutory documents.
• Ensure adherence to RBI, FEMA, DGFT, Customs, and other applicable regulatory guidelines related to international trade.
• Maintain proper records and documentation for audit, statutory compliance, and internal controls.
• Liaise with banks, customs authorities, freight forwarders, and vendors for smooth execution of trade finance activities.
• Generate MIS reports and provide periodic updates on trade finance transactions and outstanding cases.

Required Qualifications & Skills

• Bachelor's degree in Commerce, Finance, Accounting, or a related field. MBA (Finance) will be an added advantage.
• 3–8 years of experience in Trade Finance Operations, preferably in a manufacturing or export-oriented organization.
• Strong knowledge of Letters of Credit (LC), Bank Guarantees, TT payments, and importexport procedures.
• Good understanding of IDPMS, EDPMS, FEMA, RBI guidelines, Customs regulations, and DGFT procedures.
• Hands‑on experience with import/export documentation, including Invoice, BOE, BL, Shipping Bill, Packing List, Certificate of Origin, etc.
• Proficiency in ERP systems (SAP, Tally, or equivalent) and advanced Microsoft Excel.
• Strong analytical, reconciliation, documentation, and communication skills.
• Ability to work independently while coordinating effectively with banks and cross‑functional teams.