Operations Executive / Manager (Corporate Finance) | Mumbai

Posted 3 Days Ago
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Mumbai, Maharashtra, IND
In-Office
Mid level
HR Tech • Information Technology • Professional Services • Consulting
The Role
Support end-to-end debt syndication operations across working capital, construction/project, term loans and trade finance. Coordinate with banks/NBFCs, prepare and review transaction documents, perform credit and financial statement analysis, manage deal pipeline and disbursements, support due diligence/KYC/compliance, maintain MIS and trackers, liaise with internal credit/legal/risk teams, and monitor post-disbursement covenant compliance.
Summary Generated by Built In

Experience: 2–4 Years
Location: Goregaon (Mumbai)
Department: Corporate Finance / Debt Syndication
Immediate Joiners Only

Role Overview:

We are looking for a dynamic and detail-oriented professional to support Debt Syndication Operations. The role involves assisting in structuring, coordinating, and executing debt transactions across multiple financing products including working capital, construction finance, business loans, and trade finance.

Key Responsibilities:

  • Assist in end-to-end execution of debt syndication transactions across various products

  • Structure and support financing solutions including Working Capital (CC/OD), Construction Finance, Business Loans, and Trade Finance

  • Coordinate with banks, NBFCs, and financial institutions for sourcing, negotiations, and deal closure

  • Prepare and review transaction documents such as Information Memorandum (IM), Term Sheets, Sanction Letters, and Loan Agreements

  • Analyze financial statements, cash flows, and creditworthiness of clients

  • Track deal pipeline, lender responses, approvals, and disbursement timelines

  • Support due diligence, KYC, compliance, and documentation processes

  • Maintain MIS reports and transaction trackers for active and closed deals

  • Liaise with internal teams (credit, legal, risk) for smooth execution

  • Monitor post-disbursement compliance including covenant tracking

Required Skills & Expertise:

  • Strong understanding of Working Capital financing (Cash Credit, Overdraft, receivables & inventory funding)

  • Experience in Construction Finance / Project Finance structures

  • Knowledge of Business Loans / Term Loans structuring and execution

  • Familiarity with Trade Finance products such as Letter of Credit (LC), Bank Guarantee (BG), bill discounting, and export/import finance

  • Solid grounding in credit analysis, financial statement analysis, and risk assessment

  • Ability to structure and map financing solutions based on client requirements

  • Experience in dealing with multiple lenders and consortium/club deals

  • Working knowledge of loan documentation and disbursement processes

  • Awareness of RBI regulations and lending guidelines

  • Advanced proficiency in MS Excel for analysis and reporting

Qualifications:

  • Bachelor’s degree in Finance, Commerce, or Economics

  • MBA (Finance) / BAF / CFA (preferred)

  • 2–4 years of relevant experience in debt syndication, corporate lending, or structured finance

Key Competencies:

  • Strong analytical and problem-solving skills

  • Excellent coordination and stakeholder management

  • Attention to detail and execution focus

  • Ability to manage multiple deals simultaneously

  • Good communication and negotiation skills

  • Willing to travel and relocate inter state

Profile Alignment

  • Graduate

  • Must have handled end-to-end Business Loan / Working Capital processing, sanction, documentation, and disbursement

  • Collections and general banking operations profiles will not fit

Job ID: SCMAHVXT26

Skills Required

  • Immediate joiner
  • 2-4 years relevant experience in debt syndication, corporate lending, or structured finance
  • Bachelor's degree in Finance, Commerce, or Economics
  • Must have handled end-to-end Business Loan / Working Capital processing, sanction, documentation, and disbursement
  • Strong understanding of Working Capital financing (Cash Credit, Overdraft, receivables & inventory funding)
  • Experience in Construction Finance / Project Finance structures
  • Knowledge of Business Loans / Term Loans structuring and execution
  • Familiarity with Trade Finance products (LC, BG, bill discounting, export/import finance)
  • Solid grounding in credit analysis, financial statement analysis, and risk assessment
  • Experience dealing with multiple lenders and consortium/club deals
  • Working knowledge of loan documentation and disbursement processes
  • Awareness of RBI regulations and lending guidelines
  • Advanced proficiency in MS Excel for analysis and reporting
  • Willingness to travel and relocate interstate
  • MBA (Finance) / BAF / CFA
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The Company
0 Employees
Year Founded: 2012

What We Do

Xperteez Technology is a business consulting and recruitment firm that bridges the gap between business needs and talent. The company specializes in providing IT consulting, digital marketing, and comprehensive recruitment solutions across various sectors, including BFSI, manufacturing, and e-commerce. They focus on connecting qualified job seekers with direct payroll opportunities at leading companies across India, emphasizing growth and technological excellence.

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