Role Overview

We are looking for an experienced and entrepreneurial skilled to drive business development for our Margin Trading Facility (MTF) Receivables Funding business.

The role will be responsible for originating, evaluating, onboarding, and managing funding relationships with stockbroking firms across India.

The ideal candidate should have strong relationship management and business development skills, sound credit assessment capabilities, and a deep understanding of capital markets, stockbroking businesses, and MTF products.

Key Responsibilities

Business Origination & Client Acquisition:

Identify and engage stockbroking firms across India for MTF receivables financing opportunities.

Build and maintain relationships with key decision-makers, including Promoters, CEOs, CFOs, Treasurers, and Business Heads of broking entities.

Conduct meetings and presentations to discuss funding structures, product offerings, and potential partnership opportunities.

Develop and maintain a strong pipeline of prospective clients.

Credit Assessment & Due Diligence:

Analyse financial statements, regulatory disclosures, and operational metrics of stockbroking firms.

Evaluate the quality, scalability, and sustainability of their MTF books.

Gather market intelligence and channel feedback on broker reputation, governance standards, operational practices, and competitive positioning.

Identify potential risks relating to leverage, concentration, governance, funding dependencies, regulatory matters, and asset quality.

Recommend suitable clients for onboarding based on risk-adjusted return considerations.

Portfolio Management & Monitoring:

Maintain ongoing engagement with funded brokers and key stakeholders.

Monitor compliance with sanction terms, covenants, reporting requirements, and other funding conditions.

Track developments in the broker's MTF portfolio, funding requirements, market positioning,



and financial performance.

Evaluate the impact of market conditions, volatility, regulatory developments, and capital market trends on the underlying portfolio.

Identify and escalate emerging risks and recommend corrective actions wherever required.

Stakeholder Management

Coordinate with Credit, Risk, Legal, Operations, and Compliance teams during client onboarding and portfolio monitoring.

Act as the primary relationship owner for assigned accounts.

Ensure timely communication and resolution of client requirements.

Drive smooth execution and ongoing management of client relationships.

Desired Candidate Profile

Strong understanding of capital markets, the stockbroking industry, and Margin Trading Facility (MTF) products.

Ability to analyse financial statements, credit profiles, and business models.

Experience in lending, structured finance, wholesale banking, NBFCs, capital markets, or broker financing.

Strong networking and relationship-building skills with senior management and promoters.

Ability to independently originate, evaluate, onboard, and manage client relationships.

Willingness to travel extensively across India.

Critical Success Factors

Ability to originate and develop quality relationships with stockbroking firms across India.

Strong commercial judgment combined with sound credit and risk assessment capabilities.

Effective monitoring of portfolio quality and compliance requirements.

Proactive identification of market developments and emerging risks impacting funded MTF portfolios.

Strong stakeholder management, execution, and relationship management skills.

Experience

12–15 years of relevant experience in Capital Markets, Wholesale Lending, Structured Finance, NBFCs, Broking, or Financial Institutions.

Prior experience in broker financing, securities-backed lending, margin funding, institutional lending, or similar businesses will be preferred.

📌 MTF - Lead (Mumbai)
🏢 Anand Rathi Global Finance
📍 Mumbai