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Financial Services Manager

1 month ago


Mumbai, Maharashtra, India Capwise Financial Services Private Limited Full time
About Capwise Financial Services Private Limited

We are a leading investment bank in India, offering best-in-class financial advisory services in debt syndication, mergers & acquisitions, and private equity fundraising. Our philosophy is built on strategizing wealth and building trust through transparent business practices.

Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Financial Services Manager. The successful candidate will be responsible for researching and analyzing clients' financial profiles and market dynamics to identify potential opportunities.

Key Responsibilities
  • Conduct market research to identify new opportunities and develop a growth strategy that focuses on financial gain and customer satisfaction.
  • Acquire and manage corporate and SME clients with a turnover of more than INR 50 to 250 crores.
  • Initiate meetings with clients, gather business and financial needs, and structure transactions.
  • Advise corporate clients on various banking and financial products and services offered by various banks.
  • Negotiate and finalize mandates from start to finish.
  • Work with the team to formulate a debt syndication strategy that focuses on revenue generation and profitability.
  • Fundraise debt for corporate clients from private and public sector banks.
Requirements
  • Bachelor's Degree in Commerce or Management Studies.
  • MBA or Post-Graduation in Management Studies is preferred.
  • Excellent verbal and written communication skills.
  • Proficient in MS Office.
  • Strong interpersonal skills.
  • Presentation skills.