Company Description Beacon Trusteeship Limited is formed by ex-bankers and professionals with extensive experience in the Trusteeship business. Our clientele includes Banks, Financial Institutions, Government organizations, AIFs, MNCs, Family offices, and High Net-worth Individuals in India and overseas. We emphasize compliance with statutory requirements and uphold high ethical standards and best practices in Corporate Governance. Our services aim to maximize client benefits and satisfaction. We commit to building enduring relationships with our clients based on Confidentiality, Ethics, and Trust. Role Description This is a full-time on-site role for a Sr Manager / AVP - AIF Trustee Sales, located in Mumbai. The role involves managing and growing relationships with Alternative Investment Funds (AIFs). Key responsibilities include ensuring compliance with statutory requirements, providing expert advice on transaction structures, executing documents, and managing client interactions. You will be expected to maintain the highest ethical standards and provide exemplary customer service. Qualifications Interpersonal Skills, Communication skills, and Customer Service skills Analytical Skills for data analysis and problem-solving Knowledge and experience in Finance Excellent written and verbal communication skills Strong organizational and time-management skills Ability to work independently and collaboratively Bachelor's degree in Finance, Business Administration, or related field. Advanced degree is a plus Experience in the trusteeship or financial services industry is preferred Show more Show less
You are an enthusiastic and proactive candidate with at least 2 years of experience in RTA (Registrar and Transfer Agent) activities. Your main responsibility will be overseeing and undertaking various RTA operations and reporting activities. This role offers a great opportunity for you to grow your understanding of securities laws and contribute to real-world transactions. Your key responsibilities will include managing day-to-day operational activities, client onboarding, ensuring efficient documentation and storage of transaction documents and records, preparing MIS and reports for Board and Management insights, intervening for seamless redressal of investor grievances, preparing SOPs/operations manuals for seamless operations and process optimization, and acting as a mediator for reporting to regulatory bodies such as SEBI, FIU, MCA, and market institutions like Exchanges, Depositories, Participants, etc. To qualify for this role, you should have a Bachelor of Commerce or any other equivalent degree. A professional certification such as an MBA, CA, or CS would be preferred. Preferred skills and experience include a minimum of 2 years of work experience with a SEBI Registered RTA, proficiency in MS Office, RTA software, and its IT environment, basic understanding of RTA operations, regulatory environment, and reporting obligations, eagerness to learn and adapt to a fast-paced regulatory environment, as well as good communication and teamwork skills. If you are interested in this opportunity, please share your CV to hr@beacontrustee.co.in.,
Company Description Beacon Trusteeship Limited is formed by ex-bankers and professionals with extensive experience in the Trusteeship business. Our clientele includes Banks, Financial Institutions, Government organizations, AIFs, MNCs, Family offices, and High Net-worth Individuals in India and overseas. We emphasize compliance with statutory requirements and uphold high ethical standards and best practices in Corporate Governance. Our services aim to maximize client benefits and satisfaction. We commit to building enduring relationships with our clients based on Confidentiality, Ethics, and Trust. Position: Associate / Senior Associate - LEGAL No. of Positions: 5 Desired Qualifications: · LLB / LLM · Experienced Required at least of 3-7 years with Job role knowledge. · Preferably having experience in working in law firm(s). Roles & Responsibilities: · Efficient in independently drafting of loan related documents including but not limited to security trustee agreement, facility agreement, security documents, inter-creditor agreement, corporate authorizations etc. · Efficient in independently vetting of loan related documents and providing legal inputs. · Well conversant with requirements of banking finance transaction including but not limited to External Commercial Borrowings (ECB) with special emphasis on duties and role of a security trustee. · Efficient in handling queries and co-ordinate with client, legal counsels, lenders etc. · Is able to independently check Title Search, Valuation Reports and conclude on the legality of mortgage creation. Required Skills · Proficient in legal language · Proficient in drafting of banking finance documents.
To provide legal support in trusteeship services for Alternative Investment Funds (AIF), with a focus on review and vetting of legal documents, undertaking due diligence processes, preparing trustee declarations and undertakings, and coordinating the physical filing of AIF applications with SEBI. Selected Intern's Day-to-day Responsibilities Include Review and vet Trust Deeds, Contribution Agreements, Investment Management Agreements (IMA), and Private Placement Memorandums (PPM) from the trusteeship compliance perspective. Ensure that all documents are in line with SEBI (AIF) Regulations, 2012 and applicable laws including the Indian Trusts Act. Verify KYC documentation, background checks, and regulatory status to ensure transparency and risk mitigation. About Company: Beacon Trusteeship Limited is an Indian company that provides a range of trustee services and is based in Mumbai, Maharashtra. It was incorporated in 2015 and is registered with the Securities and Exchange Board of India (SEBI). Beacon Trusteeship has a notable market presence and has been ranked among the top debenture trustee companies in India. It completed its IPO on the NSE SME platform in 2024 to fund technological and business expansion. The company is led by a team of former bankers and finance professionals.
To provide legal support in trusteeship services for Alternative Investment Funds (AIF), with a focus on review and vetting of legal documents, undertaking due diligence processes, preparing trustee declarations and undertakings, and coordinating the physical filing of AIF applications with SEBI. Selected Intern's Day-to-day Responsibilities Include Review and vet Trust Deeds, Contribution Agreements, Investment Management Agreements (IMA), and Private Placement Memorandums (PPM) from the trusteeship compliance perspective. Ensure that all documents are in line with SEBI (AIF) Regulations, 2012 and applicable laws including the Indian Trusts Act. Verify KYC documentation, background checks, and regulatory status to ensure transparency and risk mitigation. About Company: Beacon Trusteeship Limited is an Indian company that provides a range of trustee services and is based in Mumbai, Maharashtra. It was incorporated in 2015 and is registered with the Securities and Exchange Board of India (SEBI). Beacon Trusteeship has a notable market presence and has been ranked among the top debenture trustee companies in India. It completed its IPO on the NSE SME platform in 2024 to fund technological and business expansion. The company is led by a team of former bankers and finance professionals.
To provide legal support in trusteeship services for Alternative Investment Funds (AIF), with a focus on review and vetting of legal documents, undertaking due diligence processes, preparing trustee declarations and undertakings, and coordinating the physical filing of AIF applications with SEBI. Selected Intern's Day-to-day Responsibilities Include Review and vet Trust Deeds, Contribution Agreements, Investment Management Agreements (IMA), and Private Placement Memorandums (PPM) from the trusteeship compliance perspective. Ensure that all documents are in line with SEBI (AIF) Regulations, 2012 and applicable laws including the Indian Trusts Act. Verify KYC documentation, background checks, and regulatory status to ensure transparency and risk mitigation. About Company: Beacon Trusteeship Limited is an Indian company that provides a range of trustee services and is based in Mumbai, Maharashtra. It was incorporated in 2015 and is registered with the Securities and Exchange Board of India (SEBI). Beacon Trusteeship has a notable market presence and has been ranked among the top debenture trustee companies in India. It completed its IPO on the NSE SME platform in 2024 to fund technological and business expansion. The company is led by a team of former bankers and finance professionals.