About ScaleBricks Ventures
Scalebricks is a leading financial advisory firm helps businesses scale and become more resilient. We work on capital, strategy, and governance, by bringing together under one roof the financial, legal and organisational expertise that emerging businesses need most, but rarely find consolidated in a single partner.
We Provide Advisory Solutions Across
- Debt Advisory & Syndication
- Virtual CFO Services
- Equity Advisory
- Mergers & Acquisitions
- Corporate Legal Advisory
- Growth CFO Services
Associate Relationship Manger / Credit Analyst Role is responsible for supporting end-to-end debt fundraising and financing transactions for corporate clients. The role involves financial analysis, credit assessment, transaction execution, lender coordination, and preparation of transaction-related documentation while working closely with banks, NBFCs, and other financial institutions.
Key Responsibilities
- Build and maintain financial models, cash flow projections, and credit assessment models to evaluate clients' financing requirements.
- Analyze financial statements, business performance, and repayment capacity to support debt fundraising mandates.
- Prepare Information Memorandums (IMs), lender presentations, financial teasers, and other transaction documents for debt syndication.
- Assist clients in structuring suitable financing solutions, including working capital facilities, term loans, project finance, business loans, and other debt instruments.
- Coordinate with banks, NBFCs, financial institutions, and other stakeholders throughout the debt syndication lifecycle, from mandate execution to loan disbursement.
- Support end-to-end execution of debt transactions, including due diligence, documentation, compliance, lender negotiations, sanction, and disbursement.
- Conduct industry research, market analysis, peer benchmarking, and sector studies to support funding strategies and client advisory assignments.
- Evaluate financing proposals and identify optimal debt structures aligned with clients' business objectives and cash flow requirements.
- Liaise with clients to obtain financial information, resolve lender queries, and ensure timely completion of documentation and compliance requirements.
- Develop and maintain strong relationships with clients, banks, NBFCs, and other financing partners to facilitate efficient transaction execution.
- Monitor transaction progress, manage multiple mandates simultaneously, and ensure adherence to project timelines and regulatory requirements.
- Collaborate with internal teams to deliver high-quality financial advisory and debt syndication solutions.
- Core Skills
- Financial Modeling & Valuation
- Financial Statement Analysis
- Cash Flow Forecasting
- Credit Analysis & Risk Assessment
- Debt Syndication
- Working Capital & Term Loan Structuring
- Information Memorandum (IM) Preparation
- Due Diligence & Transaction Execution
- Banking & NBFC Coordination
- Documentation & Compliance
- Industry Research & Peer Benchmarking
- Stakeholder & Client Relationship Management
Candidate Profile
We Are Looking For Candidates With experience of 1-5 years
? Educational Qualification
- CA Inter / CA Qualified
- MBA Finance
- Graduates/Postgraduates in Finance, Commerce, Economics, or related fields
? Required Skills
- Strong understanding of accounting and financial statements
- Valuable analytical and problem-solving skills
- Proficiency in MS Excel
- Interest in financial modeling and corporate finance
- Strong attention to detail and willingness to learn
⭐ Preferred
- Internship experience in banking, NBFC, investment banking, or financial advisory
- Knowledge of CMA data, financial analysis and banking documentation
? Location: Vile Parle East, Mumbai, Maharashtra
? Interested candidates can share their profile/CV for consideration via DM or send their updated resume to
[email protected] or contact us on +919987030627
📌 Associate Relationship Manger (Mumbai)
🏢 ScaleBricks™
📍 Mumbai