DCM - Wealth Sales & Execution - Mumbai
- ABC Consultants
- 7 years
- Mumbai
- 10 months ago
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Job Description
About the Company/BusinessDebt Capitals Market (DCM) team is part of the Wholesale Banking Group. The team works across sectors to structure & procure debt financing solutions across situations like balance sheet funding, structured financing, project financing, sustainable financing, sub-debt, securitization of receivables, acquisitions financing, Real Estate etc. SpecificationThe RM will be handling DCMs end to end process with respect to handling of wealth Managers relationships to distribute NCD originated to the end HNI clients of these wealth managers or family offices. The role will require the RM to manage relationship with issuer and all wealth partners, family offices and corporate treasuries and lead execution of trade settlement transactions. DeliverablesTo oversee preparation of termsheet, transaction documents, assessment note and close coordination with Credit while doing underwriting of NCDs / Loans.To assist limit set-up amongst funding partners and approvals from respective product team of various wealth managers.Taking approvals and overseeing sell-down tradesClosure of deal including sanctions, documentation and fundingMaintain issuer wise feedback from all investorsDeveloping pitches with financing solutions basis Do-ability assessment and investor feedbackWorking with sales team and prospective investors for placementsMIS reporting on transactions on a regular basisWorking independently as well as in a team. RelationshipsInternal clients- RMs ,Credit, BIU, Product, Treasury, Internal AuditExternal clients Issuer/Borrowers, Wealth, Legal Counsels, Rating Agency, Trustee, etc Qualification and ExperienceQualifications: CA / MBAExperience profile of at least 7-10 yearsShould have experience of working with wealth firms, understanding the fixed income product landscape from a HNI perspective and alternatives.Understanding on SEBI Listing regulations, EBP Guidelines, Trade settlement, Companies Act.Understanding of regulatory framework, legal and operational aspects relevant to debt raising and executing. SkillsStrong analytical skills, attention to detailStrong Power-point and Excel skillsMental flexibility, regulatory awareness to structure and execute deals across situationsFinancial modelling and Financial AnalysisJob Classification
Industry: Financial ServicesFunctional Area:
Role Category: Life Insurance
Role: Life Insurance
Employement Type: Full time
Education
Under Graduation: Any GraduatePost Graduation: MBA/PGDM in Any Specialization, CA in Any Specialization
Doctorate: Doctorate Not Required
Contact Details:
Company: ABC ConsultantsLocation(s): Mumbai
Keyskills: acquisitions financing balance sheet funding sub-debt securitization of receivables assessment note project financing sustainable financing Real Estate transaction documents documentation and funding structured financing sanctions term sheet
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