Position Name - Fund Raising Support Executive / Manager

Location -Ahmedabad

Experience Range - 2 to 5 years

MANDATORY REQUIREMENTS

- Relevant experience in fundraising, donor management, CSR funding, grants, sponsorships or investor relations
- Strong communication, networking and follow-up skills with the ability to coordinate with potential donors, investors and funding partners
- Valuable experience in preparing funding proposals, presentations, reports, financial documentation and maintaining fundraising databases/Excel trackers

ABOUT THE CLIENT

Panchal S K & Associates (PSK Group) is an Ahmedabad-based Chartered Accountancy firm established in 2012, providing financial, audit, taxation and advisory services.

The firm specialises in Fundraising (Debt Syndication & Equity), IPO Advisory, NBFC Registration &

Compliance, GIFT City Advisory and Corporate Finance.

PSK Group works with startups, SMEs, NBFCs and corporates, offering strategic financial solutions and business advisory services

JOB ROLES & RESPONSIBILITIES

- Coordinate with clients to understand their fundraising requirements, business plans, funding needs and financial objectives.
- Support debt syndication and equity fundraising assignments by identifying suitable banks, NBFCs,

financial institutions and potential investors.

- Prepare and maintain funding proposals, pitch decks, financial summaries, company profiles and business presentations.
- Collect, review and organise financial statements, audited reports, CMA data, project reports and other documents required for funding applications.




- Coordinate with banks, NBFCs, investors and financial institutions for proposal submission, follow-ups and funding updates.
- Track fundraising opportunities, maintain client databases, manage documentation and monitor the status of ongoing funding cases. • Assist in due diligence, financial analysis and preparation of documents required for lender or investor evaluation.
- Maintain regular communication with clients and funding partners to ensure timely completion of fundraising assignments.
- Prepare MIS reports, funding pipeline trackers and periodic updates for management.
- Support the team in achieving fundraising targets and developing relationships with new clients and funding partners.

QUALIFICATION & EXPERIENCE

- Graduate/Postgraduate in Commerce, Finance, Business Administration or a related field. MBA

(Finance) will be preferred.

- 2–5 years of relevant experience for Executive and 5–8 years for Manager in fundraising, debt syndication, corporate finance, banking, NBFC or financial advisory.
- Good understanding of financial statements, CMA data, project reports, funding proposals and loan documentation.
- Proficiency in MS Excel, PowerPoint and preparation of financial presentations and reports.
- Strong communication, coordination, negotiation and client relationship management skills.
- Candidates with prior experience coordinating with banks, NBFCs, financial institutions and investors will be preferred.

OTHER DETAILS

Reporting To — CA Firm Owner

Industry Target — loan & credit,Bank

📌 Fund Raising Support Executive / Manager (Ahmedabad)
🏢 SKS Enterpprises
📍 Ahmedabad