Team Lead | Manager - Trusteeship

Vserve Digital Solutions; Gurugram District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Vserve Digital Solutions in Gurgaon / Mumbai is seeking an experienced Team Lead Trusteeship to manage day-to-day trusteeship operations, transaction documentation, regulatory compliance, and stakeholder coordination.

The role requires handling end-to-end debenture and security trusteeship transactions, reviewing trust deeds, monitoring covenants, and guiding the trusteeship team to ensure timely compliance.

Qualifications

• Hands-on experience in debenture and security trusteeship.
• Knowledge of transaction documentation and execution.
• Understanding of SEBI regulations and Companies Act provisions.
• Experience in covenant monitoring, charge creation, and security perfection.
• Strong MS Excel, MIS reporting, and documentation skills.
• Team handling, client coordination, and problem-solving abilities.

Responsibilities

• Manage end-to-end debenture and security trusteeship transactions.
• Review debenture trust deeds, security trustee agreements, and related legal documents.
• Monitor security creation, charge registration, and security perfection.
• Track financial and non-financial covenants and ensure timely compliance.
• Ensure adherence to applicable SEBI regulations and contractual obligations.
• Follow up with issuers and borrowers for periodic compliance submissions.
• Maintain compliance trackers, MIS reports, and regulatory documentation.
• Identify and elevate non-compliance, covenant breaches, and documentation delays.
• Coordinate with issuers, lenders, debenture holders, legal counsel, and internal teams.
• Supervise trusteeship executives, allocate tasks, and monitor deliverables.
• Conduct quality checks on transaction documentation and compliance reports.
• Support process improvement and automation initiatives.

Skills

Team handling

Client coordination

Problem solving

Regulatory compliance

Trusteeship experience

Education

CA

CS

LLB

MBA Finance

Graduate with relevant experience

Tools

MS Excel

Job description

Job Description: Team Lead / Manager Trusteeship

Department: Trusteeship Services

Designation: Team Lead / Manager Trusteeship

Experience: 610 Years

Location: Gurgaon / Mumbai

Qualification: CA / CS / LLB / MBA Finance / Graduate with relevant experience

Job Summary

We are seeking an experienced Team Lead Trusteeship to manage day-to-day trusteeship operations, transaction documentation, regulatory compliance, and stakeholder coordination. The candidate will supervise operational activities, monitor compliance requirements, and guide the trusteeship team.

Key Responsibilities

• Manage end-to-end debenture and security trusteeship transactions.
• Review debenture trust deeds, security trustee agreements, and related legal documents.
• Monitor security creation, charge registration, and security perfection.
• Track financial and non-financial covenants and ensure timely compliance.
• Ensure adherence to applicable SEBI regulations and contractual obligations.
• Follow up with issuers and borrowers for periodic compliance submissions.
• Maintain compliance trackers, MIS reports, and regulatory documentation.
• Identify and elevate non-compliance, covenant breaches, and documentation delays.
• Coordinate with issuers, lenders, debenture holders, legal counsel, and internal teams.
• Supervise trusteeship executives, allocate tasks, and monitor deliverables.
• Conduct quality checks on transaction documentation and compliance reports.
• Support process improvement and automation initiatives.

Required Skills

• Hands-on experience in debenture and security trusteeship.
• Knowledge of transaction documentation and execution.
• Understanding of SEBI regulations and Companies Act provisions.
• Experience in covenant monitoring, charge creation, and security perfection.
• Strong MS Excel, MIS reporting, and documentation skills.
• Team handling, client coordination, and problem-solving abilities.

Preferred Industry Experience

Trusteeship companies, banks, NBFCs, debt capital markets, or financial services organizations.