Banking & NBFC Relationship Executive – Fundraising

JOB ROLES & RESPONSIBILITIES •

Coordinate with clients to understand their fundraising requirements, business plans, funding needs and financial objectives.

• Support debt syndication and equity fundraising assignments by identifying suitable banks, NBFCs, financial institutions and potential investors.

• Prepare and maintain funding proposals, pitch decks, financial summaries, company profiles and business presentations. • Collect, review and organise financial statements, audited reports, CMA data, project reports and other documents required for funding applications.

• Coordinate with banks, NBFCs, investors and financial institutions for proposal submission, follow-ups and funding updates.

• Track fundraising opportunities, maintain client databases, manage documentation and monitor the status of ongoing funding cases.

• Assist in due diligence, financial analysis and preparation of documents required for lender or investor evaluation.

• Maintain regular communication with clients and funding partners to ensure timely completion of fundraising assignments.

• Prepare MIS reports, funding pipeline trackers and periodic updates for management.

• Support the team in achieving fundraising targets and developing relationships with new clients and funding partners.