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