Treasury Manager

WeRize; Bengaluru; On-site; INR 1,200,000 - 2,600,000; Full time

Job summary

WeRize, India’s first social distribution AI fintech platform, is seeking a debt capital markets professional to drive day-to-day debt execution, manage transaction workflows, and coordinate with lenders and internal teams. The role focuses on NBFCs, banks, and capital market investors, with end-to-end ownership of debt execution and data-driven decision making.

The ideal candidate has 3–4 years of relevant experience, a CA or MBA in Finance, and strong financial modeling and presentation skills

Qualifications

• 3–4 years of experience in debt capital markets, treasury execution, debt syndication, or corporate finance within NBFC/FinTech/Investment Bank.
• CA or MBA in Finance from a top-tier institute is required.
• Strong hands-on expertise in financial modeling, data analysis, and crafting presentation decks/IMs.

Responsibilities

• Drive day-to-day execution of the debt-raising mandate and capital market transactions.
• Prepare financial collaterals, handle lender due diligence, and manage transaction workflows across banks and financial institutions.
• Draft Information Memorandums (IMs), pitch decks, and financial models for lenders and committees.
• Coordinate with Legal, Credit, and Risk teams on sanctions letters, CPs, and post-disbursement compliances.

Skills

Debt capital markets

Financial modeling

Data analysis

Attention to detail

Stakeholder management

Education

CA or MBA in Finance

Tools

Excel

PowerPoint

Job description

India's first social distribution AI fintech platform for the underserved aspirational middle-class-

delivering Secured & Unsecured loans, Insurance, and Investment products across 5,000+ small

cities of India (referred as India-2). Founded in 2019, WeRize is at an annualized-run-rate of $60

Mn (Gross revenues) and $32Mn (Net) and $7Mn+ of net profits before taxes (3x Y-o-Y growth)

with ROE > 20%. We are projecting ~2x growth in topline and ~3x growth in profits over the next

12 months.

WeRize operates as a “category creator” three-sided marketplace connecting 17,000+ trained

local freelancers with India-2 customers and partner financial institutions, all powered by a full-

stack AI operating layer that creates a “flywheel of trust” with self-reinforcing network effects.

• Distributor trust: Freelancers are empowered through AI-led tools that help them act in the long-term best interests of their customers.
• Customer trust: End customers rely on WeRize’s assisted distributor, data-driven recommendations across both asset and liability products
• Manufacturer trust: Financial Institutions rely on WeRize’s data, risk management and distribution intelligence to reach small city customers that they can’t serve on their own.

Key highlights: What do we do

• Large, underpenetrated market opportunity: India’s 300Mn+ aspirational middle-class captures ~30% of GDP, yet remains financially underserved across credit, insurance, and investments. Pure-digital models lack the required trust, while physical branches are economically unviable.
• Differentiated, asset-light social distribution: WeRize leverages 17,000+ financially literate freelancers across 5,000+ small cities. This branchless, zero-sales-team model delivers high-trust human touchpoints, superb unit economics, and strong freelancer retention through a broad product suite.
• Proprietary AI driven tech stack: Trained on 20Bn+ data points across 4Mn+ households, WeRize’s AI powers end-to-end operations. For distribution, it optimizes lead gen, selling, and engagement—turning freelancers into professional advisors. For manufacturing, it sharpens risk management, underwriting, and product structuring for high-margin expansion.

Role Description:

This role is responsible for driving the day-to-day execution of the company’s debt-raising mandate and capital market transactions. Working closely with senior leadership, the incumbent will manage transaction workflows, prepare financial collaterals, handle lender due diligence, and drive execution across Banks, NBFCs, AIFs, and capital market investors. This position is ideal for an execution-focused professional looking to take end-to-end ownership of debt execution, data analysis, and institutional relationship management.

Key Responsibilities:

1. Debt Execution & Pipeline Tracking

• Support senior leadership in executing debt-raise initiatives for the in-house NBFC across Private Banks, PSU Banks, NBFCs, and financial institutions.
• Maintain and track active transaction pipelines for Non-Convertible Debenture (NCD) issuances and structured debt facilities.
• Assist in the execution and operational rollout of portfolio securitization deals, including Pass Through Certificates (PTCs) and Direct Assignments (DAs).
• Draft high-quality Information Memorandums (IMs), pitch decks, and financial models for prospective lenders and investor committees.
• Build and manage data rooms, ensuring timely compilation and delivery of financial metrics, loan book data, and operational performance reports.
• Act as the key operational point of contact during lender due diligence, coordinating with internal teams to resolve credit and risk queries.

3. Transaction Closure & Cross-Functional Coordination

• Coordinate with internal Legal, Credit, and Risk teams to process sanction letters, definitive legal agreements, and security creation documentation.
• Track covenants, condition precedents (CPs), and post-disbursement compliances to ensure smooth drawdown schedules.
• Interface with product and technology teams to ensure underlying systems align with lender reporting and covenant tracking requirements.

4. Relationship Maintenance & Issue Resolution

• Maintain day-to-day relationships with mid-level credit and operations teams across lending partners.
• Proactively track, manage, and resolve operational escalations to ensure uninterrupted liquidity and capital workflow.

Required Qualifications & Experience

• Experience: 3–4 years of experience in debt capital markets, treasury execution, debt syndication, or corporate finance within an NBFC, FinTech, or Investment Bank.
• Education: Chartered Accountant (CA) or MBA in Finance from a top-tier institute.
• Technical Proficiency: Strong hands-on expertise in financial modeling, data analysis, and crafting presentation decks/IMs.
• Domain Knowledge: Sound understanding of borrowing structures, debt covenants, NCD processes, and securitization routes (PTC/DA).
• Execution Rigor: Highly detail-oriented with exceptional follow-up skills, strong problem-solving capabilities, and the ability to drive complex transaction workflows to closure.