Umar Farooq

handling all import/export paperwork/documents. Work from home
Detailed duties:
• Prepare Proforma invoices, Commercial invoices, Packing lists.
• Create and verify shipping documents(Bill of lading) with coordination
with custom agent.
• Manage certificate of origin manage inspection(if require) and managing
insurance.
• Ensure compliance with international trade regulations
• Coordinate with banks for all banking affairs regarding the import/export
like LC documents.
Manage transportation of goods
Detailed duties:
• Book cargo space with shipping line or airlines
• Plan shipment routes and schedules
• Track shipments and update clients
• Coordinate with freight forwarders
• coordinates with warehouse/field team and plan to shipment execution.

• Building and maintaining strong relationships with existing and potential
clients, including those receiving salaries or pensions.
• Understanding clients financial situations, needs, and goals related to
loans.
• Providing personalized financial advice and recommending appropriate
loan products, such as salary or pension-backed loans.
•
Actively promoting and selling salary and pension loan products to
eligible clients.
• Identifying potential loan customers through various channels, including
marketing campaigns and referrals.
• Presenting loan options, terms, and conditions to clients in a clear and
transparent manners.

• In this organization, I worked on all the banking instruments to offer the
best one to generate the maximum share of profit to boost sales volume
within the organisations policies and procedures. For that approach, I
used different tools and followed the procedures.
• Trade Documentation: Handling and validating trade documents such as
bills of lading, invoices, packing lists, and certificates of origin to ensure
compliance with trade regulations.
• Risk Assessment: Assessing the creditworthiness of importers and
exporters, evaluating the risks associated with trade transactions, and
recommending suitable financing structures.
• Trade Advisory: Providing expert advice to clients on trade finance
strategies, helping them optimise cash flow and minimise risks associated
with international trade.
• Collecting and maintaining: The clients data, such as proforma invoices,
company data, and the correct use of the sensitive information of the
client. Establishing and maintaining: Good and healthy business
relationships with clients to maximise sales, generate revenue, and achieve
the organizations goals

• Started new job and in new field as a Trade finance Executive
encompassing a wide range of activities such as trade documentation,
export/import financing, and trade risk management. Skilled in
conducting comprehensive credit assessments and evaluating the financial
viability of trade partners, mitigating potential credit risks and enhancing
trade security. Strong expertise in trade finance products, including letters
of credit, SBLC, POF, documentary collections, and bank guarantees,
providing tailored solutions to meet clients specific trade financing needs.

•Building and maintaining relationships with existing and potential
clients, including those receiving salaries or pensions.
• Understanding clients financial situations, needs, and goals related to loans.
• Providing personalized financial advice and recommending appropriate loan products,
such as salary or pension-backed loans.
• Actively promoting and selling salary and pension loan products to eligible clients.
• Identifying potential loan customers through various channel including marketing
campaigns and referrals.
• Presenting loan options, terms, and conditions to clients in a clear and transparent
manners

• Build and maintain strong relationships with clients, providing exceptional
customer service and addressing inquiries or concerns promptly.
• Stay updated on industry trends, regulatory changes, and lending
guidelines to ensure compliance with policies and procedures.