10X Finwin Advisors Private Limited

About the job: The relationship manager (for executing corporate loan proposals) will be responsible for assisting in all activities that are involved in syndicating a proposal. Sourcing is a core competency of the founder, but the candidate is encouraged to source a proposal, though it will not be his/her responsibility. We have a policy to incentivize the team for sourcing proposals. The relationship manager's active involvement is required in all steps of the syndicating process. Key Responsibilities: 1. Preparing an information memorandum and the circulation of the same among various stakeholders. 2. Coordinating and following up with financial institutions and clients for sharing information and documents, resolving queries about the information memorandum, and circulating the same among various stakeholders. 3. Keeping an updated database of all your active cases and past cases with daily updates. 4. Maintaining and updating the database of lenders with details of product offerings, and conditions and the contact details of relevant persons. Non-core responsibilities: 1. Identifying, registering for and visiting trade fairs and expos to source clients and lenders 2. Using various data sources to source data of potential clients and lenders 3. Compiling, sorting, and maintaining the database, as well as sorting and shortlisting potential clients based on certain guided parameters. 4. Drafting and sending marketing messages and emails. Who can apply: Only those candidates can apply who: have minimum 1 years of experience are from Mumbai only Salary: ₹ 3,60,000 - 4,80,000 /year Experience: 1 year(s) Deadline: 2025-09-06 23:59:59 Skills required: MS-Office, Financial literacy, Document Management and Financial Services Other Requirements: 1. Good understanding of financial statements. 2. Good command of Microsoft Office tools. 3. Good oral and written communication skills. 4. Systematic approach to work and a problem-solving attitude. About Company: 10X FinWin Advisors Pvt. Ltd. was founded by CA Lokesh Gyanani. It is a boutique investment banking company that is primarily into debt and loan syndications. It's forte lies in arranging funds and debt in the form of various niche unsecured supply chain finance structures from various financial institutions like banks, NBFC's, fintechs, and funds in the international and domestic markets for its various mid- and large-corporate clients across all sectors.10X FinWin is serving a wide variety of corporate clients ranging in turnover from 100 crore to 10,000 crore from various sectors.