Deal Structuring & Evaluation
Structure customized financing solutions based on client requirements and cash flow assessment.
Evaluate transaction feasibility, risk, profitability, and security structure.
Design lending solutions across term loans, LAP, promoter funding, and structured credit.
Financial & Credit Analysis
Analyze financial statements, cash flows, and business performance.
Build financial models and assess debt servicing capability.
Identify key risks and recommend mitigation measures.
Credit & Proposal Preparation
Prepare credit notes, investment memorandums, and transaction summaries.
Present recommendations to credit committees and senior management.
Ensure compliance with internal policies and regulatory requirements.
Transaction Execution
Coordinate with business, legal, risk, and operations teams for deal closure.
Review transaction documents, term sheets, and sanction letters.
Monitor documentation and pre-disbursement compliance.
Portfolio Monitoring
Monitor portfolio performance and borrower financial health.
Track covenant compliance and identify early warning signals.
Support refinancing and restructuring initiatives where required.
Stakeholder Management
Engage with clients, promoters, and internal teams to understand funding needs.
Support business teams in structuring and negotiating transactions.
Participate in client meetings and due diligence discussions.
Market Research
Monitor industry trends, market developments, and regulatory updates.
Assess sector prospects, risks, and competitive market practices.