Key Responsibilities

- Investor & Stakeholder Management: Build and maintain long-term relationships with senior stakeholders and C-suite executives across PSU Banks, Private Banks, Mutual Funds, NBFCs, AIFs, and DFIs.

- Deal Execution: Manage the complete debt transaction lifecycle, including investor onboarding, understanding investor requirements, structuring solutions, and closing mandates.

- Credit & Market Analysis: Analyse financial statements, prepare credit notes, borrower profiles, and sectoral analysis to support transaction evaluation and investor decision-making.

- Investor Engagement: Present borrower credit profiles to investors and address gaps in expectations between lenders and borrowers through effective negotiation and coordination.

- Cross-functional Coordination: Work closely with internal teams and lender/fund departments to ensure smooth processing and timely closure of deals.

- Content & Collateral Development: Create pitch books, credit memos, debt profiles, and sector/regulatory briefs for investor and lender interactions.

Qualifications & Experience :

- The candidate must have worked in a front role and should have debt raise experience either through
- syndication or debt raise experience capital markets role working in a treasury.




- Ideal candidate will have network and connect across family offices, PSU Banks, Cooperative banks, NBFCs and private banks.
- Chartered Accountant with a strong track record in financial structuring and capital markets.

OR

- . Graduate from top tier collage with demonstrated academic excellence.

Language Proficiency: English and Hindi

Professional Experience (any of the following):

- 8 - 15 years of experience in Capital market role raising debt through ECB/Foreign funding
- 8 - 15 years in NBFC Treasury
- 8 - 15 years in loan syndication or debt fundraising
- 8 - 15 years in a lending role at a Bank, AIF, or NBFC
- 8 - 15 years in a rating agency or trusteeship firm

Skills:

- Strong knowledge of financial instruments such as Term Loans, NCDs, Sub Debt, Securitization,
- etc.
- Willingness to travel frequently (5 days/month) across India
- Excellent understanding of Indian and offshore debt markets
- Exceptional communication skills written and verbal
- Ability to influence and manage client expectations confidently
- Proactive in identifying and pursuing recent business opportunities
- Self-motivated, with a strong work ethic and the ability to work independently under pressure

📌 DVP/VP Investor Relationship - Capital Market (Mumbai)
🏢 UMI Capital Services
📍 Mumbai