Business Banking Partner

Job Description: BBP – Financial Institutions
Job Description: 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.
2. 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.
3. 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.
• Strong negotiation, stakeholder management and escalation skills.
• Able to work under daily operational pressure across multiple regions.

Work arrangement
No