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. Moreover, it offers a wide range of treasury products and services to corporate customers.
AbouttheRole

For Origination: 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.

Key Responsibilities

Origination:

- Lead origination of financing opportunities across infrastructure, manufacturing, renewables, transportation, real estate, acquisition finance and other sectors.
- 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 current business opportunities and innovative financing solutions.
- Support and mentor junior team members in deal sourcing, financial analysis, transaction evaluation and client engagement.
- Achieve assigned business targets relating to origination volume, mandate conversion, fee income and client acquisition.

Sales:

- Lead syndication and distribution of debt financing opportunities across infrastructure, manufacturing, renewables, transportation, real estate, acquisition finance and other sectors.
- Develop and maintain strong relationships with banks, NBFCs, mutual funds, AIFs, DFIs and other institutional investors.
- Assess lender appetite, sector preferences, pricing expectations and market capacity to support transaction execution.
- Work closely with Origination, Coverage and Credit teams to ensure financing structures are marketable and aligned with investor requirements.
- Develop transaction-specific distribution strategies and identify suitable lender groups for successful syndication.
- Lead lender discussions, roadshows, presentations and syndication meetings to market financing opportunities.
- Review and provide inputs on Information Memorandums, lender presentations, teasers and other marketing materials.
- Manage book-building and allocation processes to achieve optimal placement outcomes and lender diversification.
- Coordinate with participating lenders to address transaction-related queries and facilitate credit evaluation processes.




- Monitor transaction progress and drive timely completion of syndication commitments and documentation requirements.
- Track debt market developments, investor sentiment and regulatory changes to identify new syndication opportunities and distribution strategies.
- Build strategic relationships with key lending institutions and investors to strengthen the Bank's distribution franchise.
- Support execution of strategic and complex transactions including M&A; financings, sponsor-backed transactions, refinancing opportunities and structured debt solutions.
- Mentor and guide junior sales professionals in lender engagement, syndication strategy and transaction execution.
- Achieve assigned business targets relating to syndication volume, distribution fees, lender participation and transaction closures.

Qualifications

- 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.
- Proven track record in originating, structuring, distributing and syndicating large-ticket financing transactions.
- Experience in infrastructure and project financing sectors would be preferred.
- Strong network across banks, NBFCs, institutional investors and other lending institutions.
- Strong understanding of banking regulations, financing documentation and debt market practices.

Role Proficiencies:

- Strong business development and relationship management capabilities.
- Deep understanding of project finance, acquisition finance, syndicated lending, structured finance and capital market products.
- Strong transaction structuring and credit evaluation skills, lender behaviour, credit appetite and institutional investment preference.
- Ability to originate and convert opportunities into executable mandates.
- Ability to structure and execute effective syndication and distribution strategies.
- Sound understanding of sector-specific project risks and mitigation frameworks.
- Strong stakeholder management and negotiation capabilities.
- Ability to engage effectively with CXOs, promoters, sponsors and senior bankers, investment managers and institutional investors.
- 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.
- Excellent presentation, communication, influencing and analytical skills.
- Ability to manage multiple transactions and deliver under tight timelines.
- Strong leadership capability with experience in mentoring and guiding junior team members.

📌 Treasury:Syndication - Project Lead (Noida)
🏢 Axis Bank
📍 Noida