Relationship Manager-DEBT Capital Markets-Sales

Kotak Life Insurance; Mumbai; On-site; INR 1,500,000 - 3,000,000; Full time

Job summary

Kotak Life Insurance is seeking a seasoned investment professional to lead debt capital market engagements, focusing on NBFCs, HY funds, and AIFs. You will evaluate deal opportunities, provide investor feedback, and coordinate with origination and investment teams to structure and place transactions.

The role requires MBA and CA, 6–8 years of relevant experience, and a strong network with investors. End-to-end deal closure involves coordination with legal, rating agencies and trustees.

Qualifications

• MBA and CA qualifications required with strong exposure to investor markets.
• Experience and relationships with NBFCs, HY funds, AIFs and investment banks.
• 6–8 years of relevant experience in deal origination, structuring or placement.

Responsibilities

• Assess opportunities across Investor appetite, refinancing, LAS and acquisitions financing.
• Provide feedback post investor checks to enable suitable placement.
• Maintain ongoing investor relationships and monitor competition landscape.
• Coordinate with origination and internal teams for placement and syndication.
• Execute deals with issuers, investors, legal counsels, rating agencies and trustees.

Skills

Investor relations

Deal assessment

Syndication coordination

Stakeholder management

Education

MBA

CA

Job description

About The Role

• Job role "Very good understanding of Investors universe on the Non-Bank , Non-MFs market."


• Should have ability to assess deals opportunities across situations depending upon Investor appetite balance sheet refinancing to realign capital structure, LAS, acquisitions financing, etc.


• Providing feedback and comments post doing an initial investor check for structuring deals to enable suitable placement.


• Maintaining relationship with Investors with continuous engagement and getting feedback on transactions being done by various Investors to know the competition landscape.


• Continuous engagement with internal relationship and coverage teams


• Working with origination team and prospective investors for placement and syndication.


• Execution of the finalised deals "Involving coordination with counterparties Issuer, Investor, Legal Counsels, Rating Agency, Trustee, etc"


• Coordinate the entire deal closure along with support from the origination team

Job Requirements

• Qualifications MBA (from top tier institutions); CA (rankers / first attempt)


• Incumbent should have had experience and relationships with Investors (NBFC, HY funds, AIF etc) with reputed DCM team, boutique investment banks, NBFCs, Banks.


• Should have excellent sectorial exposure in NBFC, HY space Eligibility " Experience profile of at least 6-8 years"