Xperteez Technology
Operations Executive / Manager (Corporate Finance) | Mumbai
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


