Client Relationship Manager - Debt Syndication

UMI Capital Services; Mumbai; On-site; INR 2,500,000 - 4,200,000; Full time

Job summary

UMI Capital Services in Mumbai invites a senior finance professional to lead client and stakeholder management with C-suite executives in financing companies, including NBFCs and banks. You will drive end-to-end deal execution, prepare credit notes, and perform market and credit analyses to support transactions and business development.

The role requires deep knowledge of Term Loans, NCDs, securitization, and strong communication skills to present borrower profiles to investors.

Qualifications

• Chartered Accountant with strong track record in financial structuring and capital markets.
• Graduate from a top-tier college with demonstrated academic excellence.

Responsibilities

• Client & Stakeholder Management: Build and maintain long-term relationships with C-suite executives in financing companies.
• Market & Credit Analysis: Prepare credit notes and sectoral analyses to support transaction evaluation.
• End-to-End Deal Execution: Drive the complete deal lifecycle including investor onboarding and presenting borrower profiles.

Skills

Client management

Market analysis

End-to-end deal execution

Financial analysis

Communication skills

Negotiation

Business development

Independent work

Travel willingness

Stakeholder management

Education

Chartered Accountant

Graduate from top tier college

Job description

Key Responsibilities

1. Client & Stakeholder Management: Build and maintain long-term relationships with C-suite executives in financing companies, including PSU Banks, Pvt Banks, Mutual Funds, NBFCs, AIFs, and DFIs.
2. Market & Credit Analysis: Prepare credit notes and sectoral analyses to support transaction evaluation and business development.
3. End-to-End Deal Execution: Drive the complete deal lifecycle:

• Investor onboarding and understanding investor requirements and market fit
• Analyse key financial data and draft credit notes
• Present borrower credit profiles to investors
• Collaborate with investor relations to negotiate, structure and find solution to difference of
• expectation between lender and the borrower.

Educational Background:

• Chartered Accountant with a strong track record in financial structuring and capital markets.

OR

• Graduate from top tier collage with demonstrated academic excellence.

Professional Experience (any of the following):

• 14 years in NBFC Treasury
• 14 years in loan syndication or debt fundraising
• 14 years in a lending role at a Bank, AIF, or NBFC
• 1–4 years in a rating agency or trusteeship firm

Skills:

• Strong knowledge of financial instruments such as Term Loans, NCDs, Sub Debt, Securitization, etc.
• Willingness to travel frequently (3–5 days/month) across India
• Excellent understanding of Indian and offshore debt markets
• Exceptional communication skills – written and verbal
• Ability to influence and manage client expectations confidently
• Proactive in identifying and pursuing new business opportunities
• Self-motivated, with a strong work ethic and the ability to work independently under pressure

Why Join Us?

• Unmatched Career Progression: Engage in high-value transactions that shape India’sfinancial landscape and build a distinguished professional trajectory.
• Autonomy & Ownership: Take on a leadership role with autonomy to drive client engagement and business growth.
• Merit-Driven, Entrepreneurial Culture: Operate in a dynamic, high-performance environment with direct access to senior leadership and decision-makers.