About TreasuryThe 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.Aboutthe RoleFor Origination: Within the Syndication Team, responsible for leading the Bank's loan origination franchise across syndicated loans, project finance, acquisition finance, structured credit, infrastructure finance and other customized financing solutions. The role involves driving business strategy, developing client relationships at the promoter and CXO level, identifying financing opportunities, securing mandates, overseeing transaction structuring and execution and building a strong origination platform to achieve growth in fee income and market share.

The Origination

Head will lead a team of origination and structuring professionals and work closely with Coverage, Credit, Sales, Compliance and Treasury teams to deliver strategic financing solutions to clients.

For Sales: Within the Syndication Team, responsible for leading the Bank's loan syndication - distribution franchise across syndicated loans, project finance, acquisition finance, structured credit, infrastructure finance and other financing solutions. The role involves driving distribution strategy, managing relationships with banks, financial institutions and institutional investors, overseeing placement of financing transactions and building a market-leading syndication platform and also maintaining relationships with Clients.

The Sales

Head will work closely with Origination, Coverage, Credit, Compliance and Treasury teams to maximize transaction closure, fee income, market share and investor engagement.

Key Responsibilities

Origination:

- Develop and execute the Bank's origination strategy for syndicated loans, project finance, acquisition finance, structured credit and other debt financing solutions.
- Lead business development efforts and establish relationships with promoters, CXOs, private equity sponsors, infrastructure developers, multinational corporations and strategic clients.
- Drive origination of large-ticket financing opportunities across sectors and geographies.
- Build a strong pipeline of mandates through proactive client engagement, market intelligence and strategic partnerships.
- Provide strategic direction on transaction structuring, financing solutions, security packages, covenant frameworks and risk allocation to ensure commercial viability and successful execution.
- Lead negotiations with clients on mandate terms, pricing, underwriting commitments and transaction structures.




- Oversee assessment of financing opportunities, including credit considerations, sector dynamics, regulatory aspects and marketability.
- Partner with Coverage, Credit, Legal, Risk, Treasury, and Compliance teams to secure approvals and facilitate seamless transaction execution.
- Guide the team in identifying innovative financing solutions, including cross-border structures, sustainable finance, acquisition finance and special situation transactions.
- Represent the Bank before clients, financial institutions, industry forums and other stakeholders to enhance the Bank's market presence and franchise value.
- Build and maintain strategic relationships with domestic and international lenders, investors, multilateral agencies, development finance institutions and market intermediaries.
- Monitor market trends, competitive landscape, regulatory developments and sector opportunities to formulate business strategies and identify growth areas.
- Drive achievement of business objectives relating to origination volumes, fee income, client acquisition, cross-sell opportunities and profitability.
- Lead, mentor and develop a high-performing origination and structuring team while fostering a culture of collaboration, innovation and execution excellence.

Sales:

- Develop and execute the Bank's syndication and distribution strategy across syndicated loans, project finance, acquisition finance, structured credit and other debt financing products.
- Lead the distribution and placement of large-ticket financing transactions with domestic and international banks, NBFCs, mutual funds, AIFs, DFIs and institutional investors.
- Build and maintain strategic relationships with senior decision-makers across financial institutions and investor groups to enhance the Bank's syndication franchise.
- Drive lender engagement and market development initiatives to expand the investor base and create new distribution channels.
- Provide strategic inputs to Origination teams regarding lender appetite, market conditions, pricing trends, investor expectations and distribution feasibility.
- Oversee the marketing and syndication process for complex transactions, including acquisition finance, sponsor-backed transactions, infrastructure financing, refinancing and special situation financings.
- Guide transaction placement strategy, lender allocation and book-building activities to ensure successful syndication outcomes.
- Lead negotiations with participating lenders on pricing, allocation, transaction terms and syndication commitments.
- Monitor market trends, regulatory developments,



liquidity conditions and investor sentiment to formulate distribution strategies and identify new opportunities.
- Partner with Origination, Credit, Legal, Risk and Compliance teams to facilitate efficient transaction execution and closure.
- Represent the Bank before lenders, investors, industry forums and market participants to strengthen the Bank's brand and market positioning.
- Drive achievement of business objectives relating to syndication volumes, fee income, investor coverage, market share and profitability.
- Build, mentor and lead a high-performing sales and distribution team, fostering a culture of execution excellence, market connectivity and client focus.

Qualifications

- Post-Graduation in Finance from a recognized institute / CA
- Significant experience in Project Finance, Loan Syndication, Structured Finance, Corporate Banking, Infrastructure Finance, acquisition finance, Debt Capital Markets or Investment Banking or Institutional Sales.
- Proven track record in originating and structuring, syndicating and distributing large-ticket / complex financing transactions from launch to closure.
- Demonstrated experience in managing client relationships at promoter, board and senior management levels.
- Deep understanding of lender behaviour, investor appetite and market dynamics.
- Strong understanding of transaction execution, banking regulations, financing documentation, debt markets and credit risk frameworks, syndicated lending, structured finance

Role Proficiencies:

- Solid leadership and business and franchise building capabilities.
- Proven ability to originate and convert large financing opportunities into mandates and completed transactions.
- Deep understanding of project finance, acquisition finance, syndicated lending, structured credit and capital market solutions and products.
- Strong commercial acumen with ability to balance client requirements, risk considerations and profitability objectives with focus on revenue generation, fee income and market share growth.
- Excellent relationship management skills with extensive industry network across corporates, sponsors, investors and lenders across financial institutions.
- Strong transaction structuring, negotiation and stakeholder management capabilities.
- Sound understanding of regulatory frameworks, market practices and financing documentation, transaction structures and syndication practices.
- Ability to identify emerging opportunities and develop innovative financing solutions and distribution strategies.
- Strong team leadership, coaching and talent development skills.
- Excellent communication, presentation and strategic thinking capabilities.
- Ability to operate effectively in a dynamic, high-growth and transaction-driven environment.
- Deep understanding of lender behaviour, investor appetite and market dynamics.
- Proven ability to lead large and complex syndication processes from launch to closure.
- Strong negotiation and stakeholder management capabilities.

Refer to the

📌 Treasury:Syndication - Team Lead (Mumbai)
🏢 Axis Bank
📍 Mumbai