Chartered Accountant ( Corporate Finance)

0 - 5 Years
Delhi NCR

Job Description

Dear All

Desired Profile : Manager-Corporate Finance

Compensation:As per company norms

Location : Pusa Road, New Delhi


  1. Analysis of Client requirement & Financial Analysis:

  • Perform initial appraisal of potential borrowers by thoroughly examining their Funding requirement.
  • Assess the credit standings of applicants through background research
  • Meetings with the company Officials to evaluate their eligibility against their funding requirement
  • Preparation of IM to summarize the following:

  • Executive Summary
  • Current debt structure/ Banking
  • Requirement of the client
  • Financial Model
  • Summary of Terms and Conditions
  • Industry Overview

  • Identify customer needs, explore all options and suggest different types of loans
  • Structuring of the proposal and short listing of financial institution as per case requirement
  • Cultivate trustworthy referral networks, suggest alternate channels and cross-sell products and services
  • Forge trust relationships and enhance client dedication
  • Meetings / Follow up with clients:
    • Follow up with clients to clarify important points
    • Give the "green light" to eligible Client and report decisions with sound arguments
    • Finalize loan contracts and keep clients informed in rules and obligations
    • Remain up to speed regarding lending and other financial services
    • Create and renew/update records and information

  1. Meetings / Follow up with Financial Institution and associate consultant:

  • Co-ordination with respective Bank / NBFC for execution of Concerned proposal
  • Making Presentations and Proposal Documentations
  • Clarifying the doubts and queries of the banks / financial institution regarding the proposal
  • Arranging of meetings of the client with the respective institutions
  • Maintaining proper coordination between the Financial Institution / Associate consultant with the client.

Interested professionals can reach me on the numbers given below for further discussion and send their updated resumes to my email id:

Contact : Kanika Sharma
Telephone: 9560886598

Salary: INR 2,00,000 - 6,00,000 PA.

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Corporate Advisory Manager


Desired Candidate Profile

Please refer to the Job description above

Company Profile

SMC Global Securities Ltd.

SMC Global Securities Ltd.
View Contact Details+

Recruiter Name:KANIKA SHARMA

Contact Company:SMC Global Securities Ltd.