: BBP – Financial Institutions

: BBP (Banking Business Partner)1. Role Purpose The BBP is the link between the sales organisation (CRM, ARM, RM, TL, RH/ZH) and the Financial Institutions /funding side of the TReDS platform. The role secures, allocates and monitors bank limits for corporates, resolves bidding and limit issues quickly, and partners with ARM & CRM to lift throughput and account activation.

1. Key ResponsibilitiesA. Daily Operations

• Take daily updates from the BRMs and TLs.
- Join the daily huddle to understand and resolve immediate issues.
- Resolve pending queries through the day with RM/BRM/TL/RH/ZH, by phone, in person or virtually.
- Liaise with every RM/TL on urgent or immediate requirements.
- Liaise with CRM/ARM on urgent renewals
- Work with the bidding and ARM teams to resolve bidding issues and facilitate new or enhanced limits, transaction volumes and renewals.
- Strategise bulk deals and structure competitive ROI offers, especially in competitive buyer scenarios, addressing issues such as vendor capping and stale invoices.

B. Limit Management and Reporting
- Share bank-wise data and updates with RMs, corporates and senior management
- Track limit utilisation and urgent limit needs .




- Work with Analytics to determine exact limit requirements and understand pendency on the corporate side.
- Discuss daily limit requirements for critical corporates with RH/ZH.

C. Weekly Activities
- Participate in the Screening Committee
- Share the names of corporates cleared by the committee internally for limit sourcing
- Weekly calls with CRMs/RH/ZH for discussion on limits and updates

D. Monthly Activities
- Finalise the conditional limit plan for the month.
- Allocate banks as per policy to obtain limits.
- Hold a month-end gap analysis with each RH and recommend the way ahead.
- Each of these takes a full day, given the number of accounts per BRM.

E. Need-Based Activities
- Plan limits with regional teams.
- Partner with RH/TL/CRM to grow business volumes.
- Track assigned revenue, transaction volume and client activation targets.

1. Candidate Profile (Suggested)

• Experience in corporate/transaction banking, supply chain finance or TReDS.
- Strong working relationships with bank credit and treasury teams.
- Comfortable with data, MIS and limit/utilisation analysis.
- Solid negotiation, stakeholder management and escalation skills.
- Able to work under daily operational pressure across multiple regions.

📌 Business Banking Partner (Chennai)
🏢 M1xchange
📍 Chennai