About the role
ROLE INTRODUCTION
Job Title
Deal Lead
Reporting To
National / Region Head
Business Unit
Loan Syndications
Sub Business Unit
Loan Syndications
Location
West
Section II: JOB ROLE SCOPE
Number of Direct Reports
1-2
Financial Metrics (Budget, Revenue, etc.)
Total Team Size
1-2
Cost Centre
SECTION II: ROLE SUMMARY
Facilitate asset acquisition for the Bank from the Syndication Market. Provide Advisory services for arranging funds for the Clients with or without support of the Balance Sheet. Business development and delivery of debt syndication transactions in the sector.
SECTION III: KEY RESPONSIBILITIES/ ACCOUNTABILITIES
Responsibilities
KPIs
Core Responsibilities
Policies, Processes & Procedures
§ Collaborate with Relationship Management groups to ensure compliance with internal policies and procedures
§ Implement policies and processes, including operational, regulatory, financial, informational, reputational, and audit risks, to ensure compliance with regulatory and internal requirements
§ Develop and maintain internal control systems within the department to mitigate risks and ensure adherence to policies and procedures
§ Participate in departmental audits to assess the effectiveness of internal controls and identify areas for improvement.
- Implement corrective actions and practices to address gaps identified during departmental audits, ensuring compliance with internal and regulatory requirements
Underwriting & Deal Structuring
§ Continuous scanning of loan syndication opportunities in the sector in close co-ordination with the Bank’s relationship and credit team
§ Identify Groups for underwriting
§ Develop deal structures and negotiate terms in line with prevailing market dynamics
Deal Advisory
§ Responsibility for ensuring development of sectoral knowledge
§ Provide advisory services, tailoring structures to meet client and investor requirements, with or without use of the Bank's Balance Sheet
§ Efficient structuring of transactions to arrive at a saleable proposal
Documentation and Compliance
- Ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.
- Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.
§ Acquisition:
§ Support Underwriting:
§ Sell Down:
§ Fee Income:
SECTION IV: KEY INTERACTIONS
Internal
Risk Management, Project Finance Business, Credit Underwriting team, Relationship Management Team, OSD
External
Syndication Desk of other Banks, Credit/ Relationship team of Financial Institutions (Public Sector /Private /Foreign Banks), NBFCs, DFIs, Mutual Funds, Legal Advisors, Technical Advisors, Rating Agencies and Clients
SECTION V: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Minimum Qualifications
§ CA/MBA in Finance
Professional Certifications
§ N/A
Language Skills
§ Written and spoken English is essential
EXPERIENCE
Years of Experience
§ 7-10+ years of relevant experience in project finance, syndication, deal structuring, advisory roles across industry
Nature of
Experience
§ Prior experience in BFSI sector in a similar role
SECTION VI: COMPETENCIES & KEY PERFORMANCE INDICATORS
BEHAVIORAL COMPETENCIES
Core Competencies
Competency Name
Behaviors
§ Customer Focus
§ Listens to and demonstrates an understanding of customers’ stated and unstated needs
§ Delivers customer value through timely and quality execution of tailored customer solutions
§ Identifies problems, critically reviews facts, identifies root causes and derives practical solutions
§ Drive for Results
§ Takes effective decisions for the function/ team, focusing on the short to medium term objectives
§ Displays a high sense of initiative and urgency towards delivering results on time
§ Raises bar for self- performance in delivery of results while ensuring adherence to stated timelines
§ Quality Focus
§ Identifies sources of errors or aspects impacting quality of work/service delivery and determines a course of action to prevent their recurrence
§ Strives to continuously improve existing process and devise new ways of doing things within own sphere of operation to enhance efficiency in operations and processes