: 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.
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 recent 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.
Candidate Profile (Suggested)

• Experience in corporate/transaction banking, supply chain finance or TReDS.
Robust 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