Job Description

Company Description
Umi Capital Financial Services Limited is an investment banking entity specializing in debt capital markets, financial structuring, and strategic advisory services. With a well-established presence in Mumbai, Chennai, and Gurgaon, our firm provides comprehensive financial solutions to BFSI institutions and mid-to-large-scale enterprises across diverse industry verticals.
Leveraging a team of seasoned professionals with extensive expertise, Umi Capital team has experience of successfully executing capital market transactions surpassing $3 billion across multiple asset classes and financial instruments.
Our core industry focus includes affordable housing, renewable energy (solar), real estate, manufacturing, supply chain finance, and microfinance, demonstrating our ability to structure and execute complex financial solutions.

Key Responsibilities

• 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.

• Market & Credit Analysis: Prepare credit notes and sectoral analyses to support transaction evaluation

and business development.

• End-to-End Deal Execution: Drive the complete deal lifecycle:

1.) Investor onboarding and understanding investor requirements and market fit
2.) Analyze key financial data and draft credit notes
3.) Present borrower credit profiles to investors
4.) Collaborate with investor relations to negotiate, structure and find solution to difference of
expectation between lender and borrower.
Qualifications
Please read the JD carefully and apply only if you meet the minimum criteria.
Language Proficiency: English and Hindi
Professional Experience (any of the following):

• 1-10 years of experience in Capital market role working of ECB/Foreign funding
• 1-10 years in NBFC Treasury
• 1-10 years in loan syndication or debt fundraising
• 1-10 years in a lending role at a Bank, AIF, or NBFC
• 1-10 years in a rating agency/ESG rating or trusteeship firm

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.

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

Additional Information
Why Join Us?

• Unmatched Career Progression: Engage in high-value transactions that shape India's financial

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 environment with direct access to senior leadership and decision-makers.
This role presents an unparalleled opportunity for finance professionals looking to deepen their expertise in capital markets while driving high-impact transactions within India's dynamic investment banking sector. Candidates with a strong analytical mindset and execution capabilities are encouraged to apply.

Skills Required