Product Manager – Credit Syndication Winfort

The Corporate Institute; Mumbai; On-site; INR 3,000,000 - 4,500,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Product Manager – Credit Syndication to drive fee generation through syndication of transactions and sell-down of exposures. You will support underwriting and de-risking strategies, building strong lender and investor relationships.

The ideal candidate has 5–10 years in credit syndication, deal structuring, and transaction execution, with solid financial analysis and market knowledge for deal origination and closure.

Qualifications

• 5–10 years of relevant experience in Credit Syndication.
• Strong understanding of credit transactions, loan syndication, sell-downs, and underwriting/de-risking strategies.
• Experience in preparing Information Memorandums, financial models, term sheets, teasers, pitch books, and presentations.
• Strong understanding of the lender/investor approval and sanction process.
• Proven experience in client origination, relationship management, and institutional investor/lender engagement.
• Strong financial analysis and transaction evaluation skills.
• Good understanding of market and industry trends with the ability to identify potential business opportunities.
• Strong communication, negotiation, stakeholder management, and presentation skills.
• Ability to work in a fast-paced, target-oriented Wholesale Banking environment.

Responsibilities

• Prepare transaction-related materials including Information Memorandum, Financial Models, Term Sheets, Teasers, Pitch Books, and presentations for deal placement.
• Facilitate the lender/investor approval process, from Head of Terms and in-principle approval through final sanctions and documentation.
• Coordinate and negotiate with stakeholders during the transaction documentation and closure process.
• Manage relationships with existing lenders and investors and build a strong network of institutional participants.
• Identify and evaluate potential credit syndication and sell-down opportunities in the market.
• Conduct market scoping and origination activities, including cold calling and client outreach.
• Track business news, industry publications, rating actions, Bloomberg, MCA filings, and other market intelligence sources to identify potential transaction opportunities.
• Engage with prospective clients to understand their financing requirements and generate new business opportunities.
• Maintain and manage the team’s MIS and transaction pipeline reporting.
• Support team-related activities including SOP reviews, internal audit (IA) engagements, and process-related initiatives.
• Work closely with internal stakeholders to ensure timely execution and closure of transactions.

Skills

Credit syndication

Deal structuring

Lender management

Financial analysis

Transaction execution

Market knowledge

Relationship management

Communication skills

Education

Any Graduate

Any Post Graduate

Job description

Product Manager – Credit Syndication

Business Unit: Wholesale Banking

Experience: 5 – 10 Years

Location: Mumbai

About the Role:

We are looking for an experienced Product Manager – Credit Syndication to join our Wholesale Banking team. The role will be responsible for driving fee generation through syndication of transactions and sell-down of identified exposures from the Bank’s balance sheet, supporting underwriting and de-risking strategies.

The ideal candidate should have strong experience in credit syndication, deal structuring, lender/investor management, financial analysis, and transaction execution, along with strong market knowledge and relationship management skills.

Key Responsibilities:

• Prepare transaction-related materials including Information Memorandum, Financial Models, Term Sheets, Teasers, Pitch Books, and presentations for deal placement.
• Facilitate the lender/investor approval process, from Head of Terms and in-principle approval through final sanctions and documentation.
• Coordinate and negotiate with stakeholders during the transaction documentation and closure process.
• Manage relationships with existing lenders and investors and build a strong network of institutional participants.
• Identify and evaluate potential credit syndication and sell-down opportunities in the market.
• Conduct market scoping and origination activities, including cold calling and client outreach.
• Track business news, industry publications, rating actions, Bloomberg, MCA filings, and other market intelligence sources to identify potential transaction opportunities.
• Engage with prospective clients to understand their financing requirements and generate new business opportunities.
• Maintain and manage the team’s MIS and transaction pipeline reporting.
• Support team-related activities including SOP reviews, internal audit (IA) engagements, and process-related initiatives.
• Work closely with internal stakeholders to ensure timely execution and closure of transactions.

Required Skills & Experience:

• 5 – 10 years of relevant experience in Credit Syndication.
• Strong understanding of credit transactions, loan syndication, sell-downs, and underwriting/de-risking strategies.
• Experience in preparing Information Memorandums, financial models, term sheets, teasers, pitch books, and presentations.
• Strong understanding of the lender/investor approval and sanction process.
• Proven experience in client origination, relationship management, and institutional investor/lender engagement.
• Strong financial analysis and transaction evaluation skills.
• Good understanding of market and industry trends with the ability to identify potential business opportunities.
• Strong communication, negotiation, stakeholder management, and presentation skills.
• Ability to work in a fast-paced, target-oriented Wholesale Banking environment.

Educational Qualification:

• Graduation: Any Graduate
• Post Graduation: Any Post Graduate