Posted by
Posted in
Banking & Finance
Job Code
1738869

Role Overview:
We are looking for an AVP / VP to lead investor relationship coverage across PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses. This is a distribution - facing role focused on placing NBFC funding proposals - NCDs, Direct Assignment, Securitization, and Term Loans - with the right set of institutional lenders and investors. The ideal candidate already has an active network across these investor categories and a track record of getting NBFC proposals placed and closed.
Key Responsibilities:
- Investor Coverage: Build, manage, and deepen relationships with PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses as counterparties for placement of debt proposals.
- Proposal Placement: Pitch and place NBFC funding proposals across NCDs, Direct Assignment (DA), Securitization (PTC/co - lending), and Term Loans with the appropriate set of investors/lenders based on their appetite, sector focus, and rating/ticket preferences.
- Deal Structuring Support: Work closely with the origination and structuring teams to package NBFC proposals in a manner suited to each investor category's credit and compliance requirements.
- Investor Onboarding & Empanelment: Manage the process of onboarding and empaneling client NBFCs with new investors, including documentation and due - diligence coordination.
- Pipeline Management: Maintain and track a live pipeline of investor mandates, appetite, and turnaround times across the coverage universe; match incoming NBFC proposals to the right investors efficiently.
- Market Intelligence: Track evolving investor appetite, pricing benchmarks, and regulatory developments (RBI co - lending/securitization guidelines, etc.) affecting NCD, DA, securitization, and term loan markets.
- Transaction Closure: Coordinate with legal, compliance, and operations teams on documentation, due diligence, and closure of placement transactions.
- Reporting: Provide regular updates to management on investor coverage, deal pipeline, and placement outcomes.
Candidate Profile:
- Experience: 3 - 5 years of relevant experience in NBFC/debt placement, DCM, or institutional investor coverage roles.
- Investor Relationships: Demonstrated existing connects across PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses - this is central to the role.
- Product Knowledge: Prior hands - on experience placing NBFC proposals across NCDs, Direct Assignment, Securitization, and Term Loans, with a clear understanding of how each product is structured and evaluated by different investor categories.
- Regulatory Understanding: Working knowledge of RBI/SEBI norms relevant to NBFC funding instruments (co - lending, securitization guidelines, etc.).
- Sales & Negotiation: Strong ability to pitch proposals, negotiate terms, and drive transactions to closure across multiple investor types simultaneously.
- Communication: Excellent verbal and written communication skills; ability to represent the company credibly with senior decision - makers at banks and institutional investors.
- Education: MBA/CA/CFA or equivalent qualification in Finance is preferred but not mandatory if experience and track record are strong.
- Other: Self - starter, comfortable working in a lean, entrepreneurial team environment with direct ownership of investor outcomes.
What We Offer:
- A high - ownership, investor - facing role with direct exposure to NBFC funding transactions and senior decision - makers across banks and institutional investors.
- Competitive fixed compensation with a performance - linked incentive structure tied to placement revenue.
- Opportunity to build and own the investor coverage function from the ground up.
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Posted by
Posted in
Banking & Finance
Job Code
1738869