Financial Institution Alliances - Manager

AI overview

This role is vital for driving strategic partnerships with financial institutions to enhance KredX’s supply chain finance and invoice discounting solutions.

Manager / Senior Manager – Financial Institution Alliances | KredX (5–8 Years of Experience)

About the Role:
The Investor Relations & Alliances vertical focuses on acquiring, managing, and growing partnerships with leading Financial Institutions—Banks, NBFCs, and other debt providers—to support KredX’s rapidly growing portfolio of supply chain finance and invoice discounting solutions. The role is critical in building deep, trust-based relationships with lenders, driving participation across products, and enabling seamless integration on the TReDS platform.

Key Responsibilities:

  • FI Sourcing & Onboarding: Identify, engage, and onboard new Banks and NBFCs onto the TReDS platform, ensuring smooth documentation, integration, and compliance with all regulatory requirements.
  • Relationship Management: Serve as a key relationship owner for a set of financial institution partners; manage ongoing engagement, performance tracking, and issue resolution.
  • Business Development: Collaborate with FI partners to increase funding limits, improve utilization, and unlock participation in new products or segments.
  • Cross-functional Coordination: Liaise with internal teams such as Product, Operations, Legal, Risk, and Compliance to ensure lender requirements are understood and met.
  • Platform Support & Enhancement: Work with technology and operations teams to resolve platform issues, support integrations, and contribute to process enhancements based on lender feedback.
  • Market Intelligence: Track industry trends, regulatory updates, and competitor activity to identify opportunities and risks related to investor engagement.

Key Competencies:

  • Strong understanding of Supply Chain Finance, Invoice Discounting, and digital lending models (TReDS experience is a plus).
  • Proven track record in onboarding and managing Banks/NBFCs or institutional investors in a B2B fintech or financial services environment.
  • Excellent communication and relationship management skills, with the ability to interact effectively with mid- to senior-level stakeholders.
  • Analytical mindset to monitor utilization, performance metrics, and recommend action plans.
  • Highly self-motivated, proactive, and capable of working in a fast-paced, evolving environment.

Qualifications & Experience:

  • 5–8 years of experience in Banking, NBFCs, or Fintech, ideally in Institutional Sales, Supply Chain Finance, or Debt Product Alliances.
  • Prior exposure to managing FI partnerships and knowledge of regulatory aspects related to TReDS or structured debt is preferred.
  • A postgraduate qualification in Finance, Business, or a related field (MBA/CA/CFA preferred).

What you can expect apart from attractive compensation at KredX, apart from monetary benefits
●Bi annual appraisal cycle
●Medical coverage for your family and parents
●Need a break? We’ve got your back for 15 days in a year. We know that some of the best ideas come when you’re on vacation
●Feeling blue? No problem! You get 12 days in a year to deal with this & rejuvenate your mind and body
And a lot more…..We can discuss!
 

Perks & Benefits Extracted with AI

  • Health Insurance: Medical coverage for your family and parents
  • Paid Time Off: Feeling blue? No problem! You get 12 days in a year to deal with this & rejuvenate your mind and body

Company KredX URL- www.kredx.com Experience: 4-7 years Work Location : Mumbai Key Responsibilities - This role entails acquiring/sourcing/retaining/expanding and developing relationships with key decision makers (Business Owner, Director, CFOs, Head Procurement, Financial Controller, Heads of Finance, Treasury, etc. of firms engaged in global trade both imports and exports. - The role requires achievement of monthly, quarterly & annual targets in terms of acquisition of new clients, building up of the portfolio and achievement of revenue targets. It requires the candidate to manage his or her own, business Development/market scoping, arrange meetings, prepare pitches/decks, present it to businesses, manage follow ups to sell products, solutions and services. - Plan and conduct special sales initiatives and events for prospective and existing clients. - Maintain a complete relationship record for assigned customer accounts. - Track customer complaints/queries and turnaround times for customer satisfaction. Requirements:- - 4+ years of overall experience in sales role in a financial services organization - Experience in trade product selling, Banking / NBFC, Fintech, Large portfolio management will be an advantage. - The candidate must have their own network / relationships of clients. - Good understanding of technology based trade receivables business & Supply chain solutions and linked available products in the market and has experience in dealing with the same. - Go getter attitude & Self - motivated with a passion toto achieve targets & goals given by the organization. Company Overview We are India's leading Fintech company into Supply Chain Financing, which helps start ups, large enterprises, MSMEs, retailers, and distributors resolve their working capital and growth capital challenges. Founded in 2015, KredX started with a single mission of solving cash flow challenges for businesses through an invoice discounting platform. Today, KredX solves financial problems of all kinds of businesses while offering investors a unique opportunity to make low risk and high return investments. KredX over a period of time added many more products in the area of Working Capital, Growth Capital & Treasury Income products using deep tech solutions catering to Large Enterprise / corporates. We have offices in Bangalore, New Delhi & Mumbai

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