Business Banking Partner

Role Purpose

The Business Banking Partner (BBP) acts as the liaison between the sales organization and the financial institutions/funding side of the TReDS platform. This role is responsible for securing, allocating, and monitoring bank limits for corporates, resolving bidding and limit issues promptly, and collaborating with Account Relationship Managers (ARM) and Corporate Relationship Managers (CRM) to increase throughput and account activation.

Key Responsibilities

• Daily Operations

• Receive daily updates from Branch Relationship Managers (BRM) and Team Leaders (TL).

• Participate in daily huddles to understand and resolve immediate issues.

• Resolve pending queries throughout the day with Relationship Managers (RM), BRM, TL, Regional Heads (RH), and Zonal Heads (ZH) via phone, in-person, or virtually.

• Liaise with every RM/TL on urgent or immediate requirements.

• Liaise with CRM/ARM on urgent renewals.

• Work with bidding and ARM teams to resolve bidding issues and facilitate new or enhanced limits, transaction volumes, and renewals.

• Strategize bulk deals and structure competitive Return on Investment (ROI) offers, particularly in competitive buyer scenarios, addressing issues like vendor capping and stale invoices.

• Limit Management and Reporting

• Share bank-wise data and updates with RMs, corporates, and senior management.

• Track limit utilization 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.

• Weekly Activities

• Participate in the Screening Committee.

• Share the names of corporates cleared by the committee internally for limit sourcing.

• Conduct weekly calls with CRMs/RH/ZH to discuss limits and updates.

• Monthly Activities

• Finalize 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 forward.

• 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

• 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/utilization analysis.
• Strong negotiation, stakeholder management, and escalation skills.
• Able to work under daily operational pressure across multiple regions.