Banking / Financial Institution Alliances Manager

Job Description

Manager / Senior Manager – Financial Institution Alliances | KredX - DTX (3-5 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:

• 3-5 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).