Financial Solution Strategist

1 day ago

Rajahmundry, Andhra Pradesh, India beBeeSyndicator Full time ₹ 20,25,000 - ₹ 26,25,000

Job Title: Financial Solution Strategist

About the Role:

Our organization specializes in financial strategy and funding solutions.

We are seeking a highly skilled and experienced Financial Solution Strategist to lead our debt syndication activities.

The ideal candidate will bring expertise in liaisoning with banks and financial institutions, managing loan documentation, and structuring debt solutions.

A strong understanding of SME/MSME Government schemes is required for this client-facing leadership role.

Key Responsibilities:

  • Manage the end-to-end process of debt syndication, including structuring, preparing, presenting, and negotiating loan proposals with banks and financial institutions.
  • Advise and assist clients in accessing funding through government schemes for SMEs/MSMEs.
  • Build and maintain strong relationships with banks, NBFCs, financial institutions, and rating agencies.
  • Oversee preparation, review, and submission of loan documentation, ensuring compliance with all banking, RBI, and regulatory requirements.
  • Stay updated on financial products, government incentives, lending policies, and interest rate trends.
  • Work with internal teams to gather necessary financial data, business projections, and supporting documents.
  • Continuously expand and strengthen relationships with lenders, government agencies, and ecosystem partners.

Qualifications & Experience:

CA/Bachelor's or master's degree in finance, Commerce.

5-6 years of experience in debt syndication, corporate finance, or banking.

Strong expertise in SME/MSME government schemes and their practical application in financing.

Proven track record of successfully syndicating loans and managing end-to-end financing transactions.

In-depth knowledge of loan structures, credit assessment, financial documentation, and compliance.

Strong negotiation, communication, and interpersonal skills.

Excellent analytical and financial modeling skills.

A robust network of banking and financial services contacts.

Ability to manage multiple transactions independently and deliver within tight timelines.

Benefits:

Opportunity to lead high-value debt syndication transactions.

Exposure to diverse industries and financial structures.

Collaborative and growth-oriented work culture.

Competitive compensation package.

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