Panache Financial Advisory Pvt. Ltd. | Tilak Nagar, Current Delhi
www.panacheadvisory.com
Main Requirement
Qualified CA, CS, or CMA (ICWA) with 2 to 3 years of experience in credit, banking, corporate finance, or a financial advisory firm, with excellent written and verbal communication and Excel skills.
Key Responsibilities
- Draft and send professional replies to clients and bankers on the Director's behalf.
- Follow up with bankers and NBFCs on case status, queries, and sanctions, and keep clients updated.
- Analyse client financials and support CMA, projections, and Information Memorandums.
- Track every case from login to disbursement and flag delays.
- Coordinate documents and queries between clients, their accounts teams, and lenders.
- Support deal structuring and strategy discussions with the Director.
About the Role
You will report directly to the Director and work as his right hand on live deals. You will handle client and banker communication, follow up with banks and NBFCs until cases reach sanction, and support the financial analysis behind each proposal.