to lead financial execution and funding operations for our CA firm. The ideal candidate will possess strong expertise in financial analysis, debt and equity funding, and client relationship management. This is a hands-on role requiring the ability to manage multiple client mandates efficiently while ensuring high-quality financial deliverables within defined timelines.
Prepare CMA data, financial projections, project reports, and funding proposals for clients.
Ensure timely completion of all client deliverables within defined TATs.
Coordinate with clients to collect financial statements, MIS, and required documentation.
Analyze client financials and provide actionable insights to support funding and business strategy decisions.
2. Funding Mandates
Execute debt and equity funding mandates including term loans, working capital limits, LAP, project financing, and private equity transactions.
Liaise with banks, NBFCs, merchant bankers, and financial institutions for proposal discussions, documentation, and follow-ups.
Evaluate multiple funding options, compare offers, and assist in negotiations to secure optimal terms for clients.
3. Client Relationship Management
Maintain regular communication with clients to ensure transparency, clarity, and satisfaction.
Build and nurture strong professional relationships with bankers, investors, and financial partners.
Provide timely updates, track progress, and ensure professional service delivery across all assignments.
Qualifications & Skills
Chartered Accountant / MBA (Finance) / CFA (preferred).
3-6 years of experience in corporate finance, debt syndication, or investment banking.
Strong experience in financial modeling, funding documentation, and presentation preparation.
Excellent analytical, communication, and client-handling skills.
Ability to manage multiple mandates independently with strong organizational skills.
Proficiency in MS Excel, PowerPoint, and financial tools/software
Job Types: Full-time, Permanent
Pay: ?1,000,000.00 - ?1,300,000.00 per year
Benefits:
Paid sick time
Paid time off
Work Location: In person
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