Product Manager-Credit Syndication

IDFC FIRST Bank; Mumbai; On-site; INR 2,600,000 - 3,800,000; Full time

Job summary

IDFC FIRST Bank in Mumbai is seeking a capable Product Manager for Credit Syndication within Wholesale Banking. The role focuses on syndicating transactions and selling down exposures as an underwriting/de-risking strategy, contributing to fee generation and overall portfolio management.

Ideal candidates will have 5–10 years of credit syndication experience, strong financial modeling, and proven relationship management with lenders and investors.

Qualifications

• 5–10 years of relevant experience in credit syndication.
• Graduation: Any graduate
• Post Graduation: Any post graduate

Responsibilities

• Prepare Information Memorandum, Financial Model, Term Sheet, Teaser, Pitch-books, and Presentations for deal placement.
• Facilitate lender/investor approvals through terms, in-principle to final sanctions, and documentation negotiations.
• Manage relationships with existing lenders/investors.
• Scope market for origination of deals, including cold-calling.
• Monitor business news and industry sources for origination opportunities.
• Cold call clients to scope opportunities.
• Oversee the team's MIS.
• Engage with IA and review SOPs.

Skills

Credit syndication

Financial modeling

Relationship management

Market scoping

Cold calling

MIS reporting

Pitch books

Education

Graduation

Post Graduation

Tools

Bloomberg

Job description

Job Requirements

Role/ Job Title- Product Manager- Credit Syndication

Business Unit – Wholesale Banking

Job Purpose- The purpose of the job is to contribution to Organization through Fee generation through syndication of transactions & selldown of identified exposures from the bank's balance sheet as an underwriting / de-risking strategy

Roles & Responsibilities:

• Involved in the preparation of Information Memorandum, Financial Model, Term Sheet, Teaser, Pitch-books, Presentations, etc. for placement of deal
• Actively facilitate the lender/investor’s approval process through head of terms, in-principle-to-final sanctions, negotiation of documentation, etc.
• Relationship management with existing lenders / investors
• Scoping market for origination of deals, including cold-calling etc
• Tracking business news / industry journals / rating releases / Bloomberg / MCA etc. for sighting potential origination opportunities
• Cold calling clients for scoping business
• Team's MIS Management
• Other team related activities, incl SOP Review, Engaging with IA

Educational Qualification:

Graduation: Any graduate

Post Graduation: Any post graduate

Experience: 5-10 years of relevant experience in credit syndication