Key Responsibilities

1. Client & Stakeholder Management: Build and maintain long-term relationships with C-suite executives in financing companies, including PSU Banks, Pvt Banks, Mutual Funds, NBFCs, AIFs, and DFIs.

2. Market & Credit Analysis: Prepare credit notes and sectoral analyses to support transaction evaluation and business development.

3. End-to-End Deal Execution: Drive the complete deal lifecycle:

- Investor onboarding and understanding investor requirements and market fit

- Analyse key financial data and draft credit notes

- Present borrower credit profiles to investors

- Collaborate with investor relations to negotiate, structure and find solution to difference of
- expectation between lender and the borrower.

Educational Background:

- Chartered Accountant with a strong track record in financial structuring and capital markets.

OR

- Graduate from top tier collage with demonstrated academic excellence.

Professional Experience (any of the following):

- 14 years in NBFC Treasury

- 14 years in loan syndication or debt fundraising

- 14 years in a lending role at a Bank, AIF, or NBFC





- 1–4 years in a rating agency or trusteeship firm

Skills:

- Strong knowledge of financial instruments such as Term Loans, NCDs, Sub Debt, Securitization, etc.

- Willingness to travel frequently (3–5 days/month) across India

- Excellent understanding of Indian and offshore debt markets

- Exceptional communication skills – written and verbal

- Ability to influence and manage client expectations confidently

- Proactive in identifying and pursuing new business opportunities

- Self-motivated, with a strong work ethic and the ability to work independently under pressure

Why Join Us?

- Unmatched Career Progression: Engage in high-value transactions that shape India’sfinancial

landscape and build a distinguished professional trajectory.

- Autonomy & Ownership: Take on a leadership role with autonomy to drive client engagement and

business growth.

- Merit-Driven, Entrepreneurial Culture: Operate in a dynamic, high-performance setting with

direct access to senior leadership and decision-makers.

📌 Client Relationship Manager - Debt Syndication (Mumbai)
🏢 UMI Capital Services
📍 Mumbai