The Manager – Debt Syndication will be responsible for managing key client and lender relationships, leading end-to-end debt syndication transactions, ensuring seamless execution of funding mandates, and mentoring the debt advisory team. The role requires expertise in corporate lending, structured finance, and credit markets, along with strong leadership capabilities to manage a team and deliver exceptional client service.

Key Responsibilities

1. Client Relationship Management

- Manage and strengthen long-term relationships with existing SME, Mid-Corporate, and Corporate clients.

- Build relationships with CXOs, Promoters, CFOs, and key decision-makers.

- Understand clients' business models, financial requirements, and funding objectives.

- Provide appropriate debt funding solutions based on client requirements.

- Ensure exceptional client servicing throughout the transaction lifecycle.

- Resolve escalated client issues and maintain high levels of client satisfaction and retention.

- Coordinate with internal teams to ensure timely execution of client mandates.

2. Debt Syndication & Transaction Management

Lead the end-to-end execution of debt funding transactions, including:

- Working Capital Finance

- Cash Credit & Overdraft

- Term Loans

- Loan Against Property (LAP)

- Business Loans

- Structured Finance

- Project Finance

- Acquisition Finance

- Construction Finance

- Supply Chain Finance

Responsibilities include:

- Structuring debt transactions based on client requirements.

- Developing lender strategies for optimum funding outcomes.

- Managing transactions from mandate to disbursement.

- Coordinating with Banks, NBFCs, Financial Institutions, AIFs, and Private Credit Funds.

- Following up for credit approvals, sanction letters, pricing,



documentation, and disbursement.

- Ensuring timely execution while maintaining quality and compliance standards.

3. Financial Analysis & Credit Strategy

- Review financial statements, CMA data, financial projections, GST returns, and banking information.

- Guide the preparation of Credit Notes, Information Memorandums (IMs), and lender presentations.

- Recommend appropriate funding structures based on financial analysis.

- Coordinate with the Credit Team to resolve complex credit-related matters.

- Ensure complete and accurate financial documentation before lender submission.

4. Lender Relationship Management

- Develop and maintain robust relationships with Banks, NBFCs, Financial Institutions, AIFs, and Private Credit Funds.

- Stay updated on lender policies, pricing, sector appetite, and turnaround timelines.

- Negotiate competitive funding terms for clients.

- Coordinate with lenders for proposal evaluation, approvals, documentation, compliance, and disbursement.

- Ensure seamless communication between lenders and clients.

5. Team Leadership & People Management

- Lead, mentor, and develop Assistant Managers, Relationship Managers, and Analysts.

- Allocate client mandates and monitor execution timelines.

- Review team performance and provide guidance to improve productivity.

- Conduct training sessions on debt products, credit processes,



and transaction execution.

- Foster a collaborative and high-performance work environment.

6. Documentation & Compliance

Oversee preparation and review of:

- Loan Proposals

- Credit Notes

- Information Memorandums (IMs)

- Pitch Decks

- Lender Presentations

- Financial Models

Ensure:

- Complete documentation before lender submission.

- Compliance with lender and regulatory requirements.

- High-quality documentation standards.

- Coordination with Legal, Credit, Operations, and Compliance teams.

7. Portfolio Management & Client Servicing

- Manage an assigned portfolio of clients.

- Monitor transaction progress and resolve bottlenecks proactively.

- Ensure timely sanctions, documentation, and disbursements.

- Maintain strong post-disbursement relationships.

- Address client and lender queries efficiently.

- Ensure high standards of client servicing and retention.

8. MIS & Business Reporting

- Monitor deal pipeline, sanctions, disbursements, and transaction status.

- Maintain lender and client databases.

- Prepare periodic MIS reports, dashboards, and management updates.

- Track team performance and transaction progress.

- Ensure adherence to internal processes and governance standards.

Key Performance Indicators (KPIs)

- Successful execution and closure of debt syndication mandates.

- Timely sanction and disbursement of funding transactions.

- Client satisfaction and relationship retention.

- Strength and effectiveness of lender relationships.

- Team productivity and achievement of operational goals.

- Accuracy and timeliness of documentation and MIS reporting.

- Compliance with internal policies, regulatory requirements, and service standards.

📌 Manager – Debt Syndication (Mumbai)
🏢 Growthally
📍 Mumbai