Website Wave HR Advisory
Role Overview:
We are looking for an AVP / VP to lead investor relationship coverage across PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses. This is a distribution – facing role focused on placing NBFC funding proposals – NCDs, Direct Assignment, Securitization, and Term Loans – with the right set of institutional lenders and investors. The ideal candidate already has an active network across these investor categories and a track record of getting NBFC proposals placed and closed.
Key Responsibilities:
– Investor Coverage: Build, manage, and deepen relationships with PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses as counterparties for placement of debt proposals.
– Proposal Placement: Pitch and place NBFC funding proposals across NCDs, Direct Assignment (DA), Securitization (PTC/co – lending), and Term Loans with the appropriate set of investors/lenders based on their appetite, sector focus, and rating/ticket preferences.
– Deal Structuring Support: Work closely with the origination and structuring teams to package NBFC proposals in a manner suited to each investor category’s credit and compliance requirements.
– Investor Onboarding & Empanelment: Manage the process of onboarding and empaneling client NBFCs with new investors, including documentation and due – diligence coordination.
– Pipeline Management: Maintain and track a live pipeline of investor mandates, appetite, and turnaround times across the coverage universe; match incoming NBFC proposals to the right investors efficiently.
– Market Intelligence: Track evolving investor appetite, pricing benchmarks, and regulatory developments (RBI co – lending/securitization guidelines, etc.) affecting NCD, DA, securitization, and term loan markets.
– Transaction Closure: Coordinate with legal, compliance, and operations teams on documentation, due diligence, and closure of placement transactions.
– Reporting: Provide regular updates to management on investor coverage, deal pipeline, and placement outcomes.
Candidate Profile:
– Experience: 3 – 5 years of relevant experience in NBFC/debt placement, DCM, or institutional investor coverage roles.
– Investor Relationships: Demonstrated existing connects across PSU banks, private banks, NBFCs, mutual funds, insurance companies, and wealth houses – this is central to the role.
– Product Knowledge: Prior hands – on experience placing NBFC proposals across NCDs, Direct Assignment, Securitization, and Term Loans, with a clear understanding of how each product is structured and evaluated by different investor categories.
– Regulatory Understanding: Working knowledge of RBI/SEBI norms relevant to NBFC funding instruments (co – lending, securitization guidelines, etc.).
– Sales & Negotiation: Strong ability to pitch proposals, negotiate terms, and drive transactions to closure across multiple investor types simultaneously.
– Communication: Excellent verbal and written communication skills; ability to represent the company credibly with senior decision – makers at banks and institutional investors.
– Education: MBA/CA/CFA or equivalent qualification in Finance is preferred but not mandatory if experience and track record are strong.
– Other: Self – starter, comfortable working in a lean, entrepreneurial team environment with direct ownership of investor outcomes.
What We Offer:
– A high – ownership, investor – facing role with direct exposure to NBFC funding transactions and senior decision – makers across banks and institutional investors.
– Competitive fixed compensation with a performance – linked incentive structure tied to placement revenue.
– Opportunity to build and own the investor coverage function from the ground up.
To apply for this job please visit www.iimjobs.com.
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