Job Description
Identifying and sourcing customers looking for debt and equity funds for their business expansion
• Conducting Comprehensive financial analysis, financial modelling, valuation analysis, due diligence. analysing historical and projected financial statements,
• Analysing market data, and industry trends to position startups in the most favourable light
• Fundraising Support: Prepare investment materials, including pitch decks, information memorandum, financial models, and investor presentations.
• Identifying potential investors and participate in investor meetings.
• Focusing on raising capital. Build and cultivate existing investor relationships across investor types such as Family offices, HNI, NRI investors, institutional RIAs, Private Banks, Venture Capitalists, Domestic & Overseas Investors
• Helping client’s structure and negotiate funding rounds, including equity and debt financing
• Arranging SME Loans, Corporate Loans, Private Equity and Venture Capital from the Investors
• Assisting in preparing Business Plans, Detailed Project Reports and Credit Appraisal as per the requirements of the lending institutions
• Discovering and advising in identifying the total funds requirements
• Preparation of the Information Memorandum based on the project reports.
• Credit Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows,
• Assessing Management Risk, Industry Risk, Economic conditions Documentation and Compliance
• Discussing, Preparation of project / proposal with the various banks & institutions based on their available exposure for a particular sector.
• Presentation and representing the Borrowers to the lending institutions / banks etc in the credit appraisal process.
• Providing assistance and advising for selection of the most suitable instruments and route for raising the funds to the borrower
• Negotiating and finalizing the disbursement schedule and terms and conditions acceptable to the Company.
• Periodic visits to plants and other off-site locations of the Corporates with dual purpose of business development and credit monitoring
• Liaising with Company and the lenders for the post sanction procedures and documentation
Working Capital Finance
• Helping corporates to meet their operating expenses, purchasing inventory, receivables financing, by direct funding or LC
• Arranging Funded facilities, i.e. the bank provides funding and assistance to actually purchase business assets or to meet business expenses.
• Arranging Non-Funded facilities, i.e. the bank can issue letters of credit or can give a guarantee on behalf of the customer to the suppliers, Government Departments for the procurement of goods and services on credit. (Available in both Indian as well as foreign currency)
• Conducting Comprehensive financial analysis, financial modelling, valuation analysis, due diligence. analysing historical and projected financial statements,
• Analysing market data, and industry trends to position startups in the most favourable light
• Fundraising Support: Prepare investment materials, including pitch decks, information memorandum, financial models, and investor presentations.
• Identifying potential investors and participate in investor meetings.
• Focusing on raising capital. Build and cultivate existing investor relationships across investor types such as Family offices, HNI, NRI investors, institutional RIAs, Private Banks, Venture Capitalists, Domestic & Overseas Investors
• Helping client’s structure and negotiate funding rounds, including equity and debt financing
• Arranging SME Loans, Corporate Loans, Private Equity and Venture Capital from the Investors
• Assisting in preparing Business Plans, Detailed Project Reports and Credit Appraisal as per the requirements of the lending institutions
• Discovering and advising in identifying the total funds requirements
• Preparation of the Information Memorandum based on the project reports.
• Credit Appraisal of the proposals involving detailed analysis of Income Statement, Balance Sheet, Financial Ratios, Cash Flows,
• Assessing Management Risk, Industry Risk, Economic conditions Documentation and Compliance
• Discussing, Preparation of project / proposal with the various banks & institutions based on their available exposure for a particular sector.
• Presentation and representing the Borrowers to the lending institutions / banks etc in the credit appraisal process.
• Providing assistance and advising for selection of the most suitable instruments and route for raising the funds to the borrower
• Negotiating and finalizing the disbursement schedule and terms and conditions acceptable to the Company.
• Periodic visits to plants and other off-site locations of the Corporates with dual purpose of business development and credit monitoring
• Liaising with Company and the lenders for the post sanction procedures and documentation
Working Capital Finance
• Helping corporates to meet their operating expenses, purchasing inventory, receivables financing, by direct funding or LC
• Arranging Funded facilities, i.e. the bank provides funding and assistance to actually purchase business assets or to meet business expenses.
• Arranging Non-Funded facilities, i.e. the bank can issue letters of credit or can give a guarantee on behalf of the customer to the suppliers, Government Departments for the procurement of goods and services on credit. (Available in both Indian as well as foreign currency)
💡 Quick Summary
Seeking a career-building opportunity? The Corporate & Investment Banking Manager position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
