Capwise Finance - Debt Capital Market Role - Debt Syndication

About Company :

CAPWISE FINANCIAL SERVICES PRIVATE LIMITED

Capwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. We offer customized financial advisory services and the best financial strategy for the company's growth. Our wide range of services includes Debt Syndication, Restructuring, Merchant Banking, Financial Advisory & Solutions.

We have strong relationships with lenders and investors across the public sector and private sector including MFs, insurance companies, and family offices.

We have a successful track record of executing a range of fund-raising transactions and have built a reputation in debt syndication of project finance, and structured financing transactions.

Client focus is the center of our value system and we believe in investing in long-term relationships by remaining committed, relentlessly striving for excellence, and being a trusted advisor. Our in-depth understanding and knowledge of the lending space in India enables us to provide innovative solutions and derive maximum value for our clients. Our sound understanding of the Indian regulatory framework results in fast deal closures. This makes us one of the growing financial investment advisors in India

Job title: DCM - (Debt Syndication)

Function: Debt Capital Market

Location: Mumbai

Report to: Founder & CEO

Purpose of the Job :

- Origination, execution and completion of Debt Capital Market Transactions including syndicated debt, structured finance, acquisition/ bridge finance project finance.

- Handle the entire gamut of pre- and post-sanction activities including project evaluation or appraisal, preparation of term sheets and negotiation thereof with the clients, assistance in security creation until the loan disbursement stage.

- Excellent team and relationship management skills with diversify lenders.

- Excellent communication skills and negotiation ability will be key; must be comfortable with ambiguity and the demands that naturally arise from rapid growth.

- Team leading, Analytical thinking, Communication, Innovation, Resilience.

Duties & Responsibilities :

- Originating mandates for Debt/Equity/Buy and Sell for various Industries.

- Scoping of market & offering various corporate finance products to target customers.

- Originate DCM transactions with existing client relationships of Group as well as new clients. Syndicate DCM transactions. Structuring solutions.

- Maintain and supplement relationships with DCM investors including banks, financial institutions (private & sovereign), and asset managers (Domestic Mutual Funds).

- To Prepare DCM deal markets documents, including Industry Analysis, Commercial Viability & Financial Projections. Preparation of Financial Modelling & key ratio analysis, Due Diligence Procedure etc, Preparation of Business Plan, Credit Rating & Investor Presentation, capital structuring, preparation of Info Memo/ Credit Appraisal Memo.

- Responsible for the pre & post sanctioning documentation by ensuring the compliance with organizational / Bank credit policies.

- Thorough analysis of financial statements for risk assessment from lending perspective, Evaluation of business model and other aspects for credit facilities, Preparation of CMA data/ projections and project reports/ IMs.

- Should have excellent understating of Bank functioning, Bank products, Bank policies especially relating to lending, credit facilities, restructuring, resolution of stressed assets etc.

- Ensuring TAT with respect to obtaining sanctions, clearance from compliance groups.

- Liaison with bankers for optimizing the overall cost of fund, periodic declaration etc.

- Conceptualizing and implementing competent strategies with a view to penetrate new relationships and expand existing ones with Banks & FIs.

- Assessing creditworthiness of clients and identifying the account sickness in incipient stage to reduce delinquency ratio.

Knowledge, Skills & Competencies / Language :

Relevant Work Experience :

Minimum years of experience :

- 5+ years experience in managing clients in Manufacturing/Real Estate/ NBFCs and Bank/Infra/Power/Port

- Understanding of corporate finance products, Preliminary screening of prospective customers by analysing their financials, past performance etc, CMA report & various financial reports, Key financial Ratios etc.

Preferred industry experience : Manufacturing / Real Estate/ NBFCs/ Infra/Power

Functional Knowledge Required : In-depth understanding entire gamut of pre- and post-sanction activities including project evaluation or appraisal, preparation of term sheets and assistance in security creation until the loan disbursement stage.

- Extensive DCM Deal Experience

- Deep understanding of Debt Syndication (DCM)

- Relationships with corporates and DCM Investors

- Conduct business operations as per the company's policies and procedures

Skills Required :

- Excellent verbal and written communication skills

- Proficient in MS Office

- Strong Interpersonal skills

- Presentation skills

Qualifications : MBA - Finance from a reputed Institute or CA or equivalent

Requirements of the job : The position is based at Mumbai