About Treasury
The Treasury department is responsible for supervising the Bank's funding position and maintaining its regulatory reserve requirements. It invests in sovereign and corporate debt instruments, and engages in proprietary trading in equity and fixed income securities, foreign exchange, currency futures and options. The division further governs the Bank's investments in commercial paper, mutual funds and floating rate instruments as part of the management of short-term surplus liquidity. Within the Syndication Team, responsible for leading origination efforts for debt financing opportunities across sectors, including project finance, acquisition finance, structured credit, syndicated loans and other customized financing solutions. The role involves developing relationships with corporates, sponsors, developers, private equity funds and intermediaries to generate business opportunities, structuring financing solutions, securing mandates and coordinating with internal and external stakeholders to ensure successful transaction execution. The Origination Project Lead is expected to drive business growth, enhance market presence and contribute to the overall profitability.
For Sales: Within the Syndication Team, responsible for leading distribution and syndication efforts for debt financing transactions across project finance, acquisition finance, structured credit, syndicated loans and other financing products. The role involves managing relationships with banks, financial institutions, NBFCs, mutual funds, AIFs and other investors, driving transaction placement strategies, assessing market appetite and supporting successful closure of financing mandates. The Sales Project Lead is expected to maximize distribution efficiency, enhance lender engagement and contribute to the overall fee income and market franchise of the Bank.





Develop and maintain strong relationships with corporates, project sponsors, PE funds, infrastructure developers, consultants, advisors and other market participants.
Identify and evaluate financing opportunities through market intelligence, industry coverage and proactive client engagement.
Structure debt financing solutions including project finance, syndicated loans, acquisition finance, structured debt, refinancing and special situation transactions
Work closely with Coverage, Credit, Risk, Legal and Product teams to develop commercially viable and bankable transaction structures.
Assess project risks, financing requirements, sector dynamics and regulatory considerations to determine transaction feasibility and marketability.
Prepare and present financing proposals, pitch books, indicative terms, mandate letters and transaction strategies to clients and senior management.
Lead negotiations with clients on structure, pricing, security package, covenants and commercial terms to secure mandates.
Coordinate with sales and distribution teams to evaluate lender appetite and optimize financing structures for successful market placement.
Drive transaction execution by coordinating with internal stakeholders and external advisors to achieve timely financial close.
Track industry developments, regulatory changes and financing market trends to identify new business opportunities and innovative financing solutions.
Support and mentor junior team members in deal sourcing,



financial analysis, transaction evaluation and client engagement.
Sales:
Develop and maintain strong relationships with banks, NBFCs, mutual funds, AIFs, DFIs and other institutional investors.
Manage book-building and allocation processes to achieve optimal placement outcomes and lender diversification.
Track debt market developments, investor sentiment and regulatory changes to identify current syndication opportunities and distribution strategies.
Build strategic relationships with key lending institutions and investors to strengthen the Bank's distribution franchise.
Mentor and guide junior sales professionals in lender engagement, syndication strategy and transaction execution.
Post-Graduation in Finance from a recognized institute / CA
Relevant experience in Project Finance, Structured Finance, Corporate Banking, Loan Syndication, Infrastructure Finance, Investment Banking or Debt Capital Markets or Institutional Sales.
Experience in infrastructure and project financing sectors would be preferred.
Strong network across banks, NBFCs, institutional investors and other lending institutions.
Strong business development and relationship management capabilities.
Deep understanding of project finance, acquisition finance, syndicated lending, structured finance and capital market products.
Sound understanding of sector-specific project risks and mitigation frameworks.
Strong stakeholder management and negotiation capabilities.
Strong knowledge of regulatory frameworks, term sheets, transaction structures, financing documentation and market practices.
Strong commercial orientation with focus on fee generation and market share growth.
Strong leadership capability with experience in mentoring and guiding junior team members.

📌 Treasury Management Project Lead (Mumbai)
🏢 Axis Bank
📍 Mumbai