Fund Specialist
Published date: 2026/11/07
- Location: Mumbai, Maharashtra, India
Job purpose
Lionising with banks, financial institutions, other lenders, investors and treasuries for fund raising and securitization activities and strengthening the relationship. The position requires excellent communication and interpersonal skills with execution.
Roles and responsibilities
· Actively engage with existing and potential lenders and investors to raise debt liabilities and assist the Associate Vice President - Treasury in day to day management.
· Relationship management with various lenders/bankers/investors/lawyers etc.
• Monitor the competitive landscape, testing new approaches and recommending best practice
· Overseeing timely execution of all commercial paper documents, bank borrowing documents and
bank borrowing compliance. Ensuring all SOPs are followed.
Specification & Key Requirements
· High levels of enthusiasm, self-motivation and a self-managing can do attitude
· High levels of determination and willingness to take on new challenges and responsibilities
· Proven ability to build strong and lasting relationships with a range of external/internal supporters and influence and negotiate with external/internal stakeholders to achieve positive outcomes
· Willing to carry out any additional work, challenges and responsibilities relevant to the role.
Includes:
Education
CA / MBA Finance
Specialized Knowledge
Skill Set (Must)
Good Drafting skills
Skill Set (Desired)
Professional Certificate ( If Any)
Experience Range
Minimum 3 – 5Years
Personal Characteristics
Good Communication & Presentation skills.
Abilities
Preferred Industry
NBFC/Bank
Language proficiency
Hindi/English
Lionising with banks, financial institutions, other lenders, investors and treasuries for fund raising and securitization activities and strengthening the relationship. The position requires excellent communication and interpersonal skills with execution.
Roles and responsibilities
· Actively engage with existing and potential lenders and investors to raise debt liabilities and assist the Associate Vice President - Treasury in day to day management.
· Relationship management with various lenders/bankers/investors/lawyers etc.
• Monitor the competitive landscape, testing new approaches and recommending best practice
· Overseeing timely execution of all commercial paper documents, bank borrowing documents and
bank borrowing compliance. Ensuring all SOPs are followed.
Specification & Key Requirements
· High levels of enthusiasm, self-motivation and a self-managing can do attitude
· High levels of determination and willingness to take on new challenges and responsibilities
· Proven ability to build strong and lasting relationships with a range of external/internal supporters and influence and negotiate with external/internal stakeholders to achieve positive outcomes
· Willing to carry out any additional work, challenges and responsibilities relevant to the role.
Includes:
Education
CA / MBA Finance
Specialized Knowledge
Skill Set (Must)
Good Drafting skills
Skill Set (Desired)
Professional Certificate ( If Any)
Experience Range
Minimum 3 – 5Years
Personal Characteristics
Good Communication & Presentation skills.
Abilities
Preferred Industry
NBFC/Bank
Language proficiency
Hindi/English
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