Job Description
Managing client relationships for achieving/completing the desired business/transaction.
Build and maintain mid-level relationships with Banks/ FIs/ NBFCs and other prospective lenders
Preparation of Business pitches with financing solutions, Credit Appraisal Notes, Information
Memorandum, Financial Model, CMA Data and any other documentation or information that may
be required by lenders / investors to ensure successful deal closure.
Completion of commitments in due time frame, Situation handling- like unavailability of information
from clients, bankers, etc.
Ensure timely submission of information and clarify queries from Banks, FIs and NBFCs - for their
independent appraisal at Branch/ Zonal Office/ Head Office levels
Provide inputs on loan structuring and drafting term and conditions.
Working as a team member for formulation of Debt syndication strategy, revenue generation and
profitability of debt syndication team.
Undertake the negotiation of documentation with legal department or legal counsel for finalization
of legal documentation
Track and stay updated in key business/ infrastructure sectors and develop an understanding of
policy issues
General insight into working of various industry segments and their special needs.
Oversee the documentation process and ensure expeditious financial closure of transactions
amongst banks/ FIs, etc. through effective co-ordination between the Client, Banks/ FIs, Legal teams
and synchronization of terms sheets
Build and maintain mid-level relationships with Banks/ FIs/ NBFCs and other prospective lenders
Preparation of Business pitches with financing solutions, Credit Appraisal Notes, Information
Memorandum, Financial Model, CMA Data and any other documentation or information that may
be required by lenders / investors to ensure successful deal closure.
Completion of commitments in due time frame, Situation handling- like unavailability of information
from clients, bankers, etc.
Ensure timely submission of information and clarify queries from Banks, FIs and NBFCs - for their
independent appraisal at Branch/ Zonal Office/ Head Office levels
Provide inputs on loan structuring and drafting term and conditions.
Working as a team member for formulation of Debt syndication strategy, revenue generation and
profitability of debt syndication team.
Undertake the negotiation of documentation with legal department or legal counsel for finalization
of legal documentation
Track and stay updated in key business/ infrastructure sectors and develop an understanding of
policy issues
General insight into working of various industry segments and their special needs.
Oversee the documentation process and ensure expeditious financial closure of transactions
amongst banks/ FIs, etc. through effective co-ordination between the Client, Banks/ FIs, Legal teams
and synchronization of terms sheets
💡 Quick Summary
Seeking a career-building opportunity? The Senior Associate | Debt Syndication position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, 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.
