Invoicemart- BI Executive

Job Title: Executive / Senior Executive – Business Intelligence & Market Intelligence

Location: Mumbai / Thane
Experience: 2–4 Years
Function: Business Analytics | Lead Intelligence | TReDS

About Company

Invoicemart(https://invoicemart.com/) is a digital invoice discounting platform by A. TREDS (Trade Receivable Discounting System) Ltd, a joint venture between Axis Bank and B2B e-commerce company junction.
It is a platform which connects MSME suppliers (sellers) and their corporate buyers to multiple financiers. This platform enables discounting of invoices of the MSME sellers against large buyers who are in the ERP system, through a transparent auction mechanism that ensures assertion of the billing at competitive market rates.

Job Purpose
We are seeking a highly analytical professional to leverage Business Intelligence platforms and Generative AI to drive business development and lead intelligence. This role focuses on mining large corporate financial databases, building interactive dashboards, and identifying high-potential prospects to accelerate customer acquisition and revenue growth.

Key Responsibilities

• Market Intelligence & Lead Mining: Mine, segment, and analyse ETB (Existing-to-Bank) and NTB (New-to-Bank) databases to build data-driven predictive recommendation models.
• Database Extraction: Extrapolate actionable insights and financial data of active clients from public and paid platforms (Crisil, Accord Fintech, internal exchange records) across all TReDS exchanges.
• Targeting & Recommendations: Generate highly targeted prospect lists of corporates, PSUs, and MSMEs, and pass these actionable leads to the Financial Institution (FI) and relationship teams.
• BI Dashboard Development: Design and maintain interactive Power BI / Tableau dashboards to track pipeline health, lead conversion metrics, and platform adoption.
• Sales & RM Enablement: Develop automated sales intelligence briefs, individual presentations, and data kits for Relationship Managers (RMs) to ensure effective sales pitches.
• AI-Enabled Sales Tools: Leverage Microsoft Copilot and AI tools to create virtual RM/CRM capabilities that assist frontline teams with real-time target profiling.

Required Technical Skills

• BI & Analytics: Power BI, Tableau, Advanced MS Excel, and intermediate SQL.
• Generative AI: Microsoft Copilot, ChatGPT, Gemini, and Claude for data summarization.
• Financial Databases: Crisil, Accord Fintech, Capitaline, CMIE, or similar corporate databases.
• Understanding of Credit Assessment and Corporate Financial Analysis.
• Hands-on exposure to rating agencies and financial databases such as CRISIL, Accord Fintech, Capitaline, CMIE, etc.
• Strong understanding of Sales Analytics and Lead Lifecycle Management.
• Working knowledge of FinTech/TReDS ecosystem preferred.

Preferred Domain Knowledge (Updated)

• TReDS & Supply Chain Finance
• FinTech Ecosystem
• Credit Assessment
• Rating Agency Methodologies
• Corporate Financial Analysis
• Sales Enablement & Lead Intelligence