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 recent clients and funding partners.

📌 Banking & NBFC Relationship Executive – Fundraising (Ahmedabad)
🏢 SKS Enterpprises - Human Resource Planning and Management
📍 Ahmedabad