ASSOCIATE – DEBT OPERATIONS
Samastha Capital Management LLP | Pune
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POSITION OVERVIEW
· Designation: Associate – Debt Operations
· Department: Corporate Finance – Disbursement & Compliance
· Location: Erandwane, Pune
· Role Type: Full-time – Individual Contributor
· Reporting To: Founder / Senior Analyst
MANDATORY REQUIREMENTS
The following are non-negotiable requirements for this position:
· Valid two-wheeler driving license
· Familiarity with Pune geography (for field coordination with authorities and valuers)
· Excellent communication skills – both written and verbal in professional English
· Professional visual appearance and demeanor (will represent the firm in client and bank interactions)
IDEAL CANDIDATE PROFILE
You are detail-oriented, proactive, and genuinely excited about corporate finance and transaction work. You take ownership of tasks, communicate clearly and professionally with stakeholders, and are not afraid to ask questions and learn. You present yourself professionally and take pride in your appearance and demeanor. You thrive in a fast-paced, collaborative environment where you manage multiple transactions simultaneously while maintaining accuracy and meeting deadlines.
ABOUT THE COMPANY
Samastha Capital Management LLP is a specialist consulting firm focused on debt and equity fund raising, corporate finance, and end-to-end transaction support. We partner with clients, banks, NBFCs, investors, and legal advisors to deliver comprehensive fund-raising and compliance mandates across the financial ecosystem.
ROLE SNAPSHOT
This role is central to our transaction delivery team. You will manage post-sanction operational activities for debt facilities—from loan documentation and pre-disbursement compliance through mortgage/security creation and regulatory filings. This is an excellent opportunity to build a strong foundation in corporate finance and banking operations, whether you are a qualified professional, semi-qualified, or currently pursuing a finance qualification.
KEY RESPONSIBILITIESDebt Operations & Loan Administration
· Coordinate with banks, NBFCs, and financial institutions on post-sanction execution
· Prepare and compile loan-related documents, undertakings, and declarations per sanction letters and lender requirements
· Track and ensure compliance with pre-disbursement conditions (PDCs) and covenants
· Manage document execution and ensure timely disbursement of sanctioned facilities
· Oversee loan documentation through to closure
Mortgage & Security Creation
· Support end-to-end mortgage and security creation for freehold and leasehold properties
· Coordinate with legal counsel on Title Search Reports (TSRs), property legal vetting, and NOCs
· Liaise with valuers for property valuation reports
· Manage pari-passu and charge-sharing matters between multiple lenders
Regulatory & ROC Compliance
· File charge documents (CHG-1, CHG-4, CHG-8) within statutory timelines
· Track ROC approvals, acknowledgements, and filing closures
· Maintain accurate records of all statutory filings and registers
Post-Disbursement Compliance
· Monitor and complete post-disbursement conditions per sanction terms
· Coordinate submission of registered mortgage documents, insurance policies, and filed charge proofs
· Ensure closure of post-disbursement observations with lenders
Documentation & Record Management
· Maintain collateral, security, loan, and statutory document repositories
· Ensure proper filing, indexing, and availability of documents for audits, due diligence, and inspections
· Maintain routine MIS and debt operations records
Stakeholder Coordination
· Liaise with clients, bankers, valuers, legal counsel, and regulatory authorities
· Collect and verify required documents from clients and third parties
· Support internal finance, treasury, and legal teams in transaction execution and compliance work
REQUIRED QUALIFICATIONS & EXPERIENCEEducation
Bachelor degree or Master degree in any of the following:
· Qualified: B.Com, BBA, MBA, CS, ICWA, LLB
· Semi-Qualified: CS Executive (Intermediate) passed; CS Professional pursuing; or one group of CS Professional cleared; ICWA Inter
· Pursuing: Currently appearing for CS Executive, CS Professional, CWA Final
Experience
Minimum 2 years of relevant experience in any of the following areas:
· MCA and charge filings
· Loan documentation and credit administration
· Banking/NBFC back-office operations
· Mortgage documentation and ROC filings
· Bank coordination and disbursement
Preferred Qualifications
· CS Management background or practical training experience
· Experience with a Practising Company Secretary (PCS) firm
· Commerce background (B.Com, M.Com, BBA, MBA-Finance) or CA/CMA Inter qualification
REQUIRED SKILLS & COMPETENCIESTechnical Competencies
· Understanding of debt issuance processes and bank sanction terms
· Knowledge of MCA/ROC filings and corporate law documentation
· Familiarity with charge creation, satisfaction, and post-sanction compliance
· Knowledge of property documents (freehold/leasehold preferred)
· Proficiency in MS Office (Word, Excel, PowerPoint)
· Ability to navigate MCA portal and digital documentation tools
Soft Skills
· Excellent stakeholder coordination and communication ability
· High attention to detail and documentation accuracy
· Ability to manage multiple transactions and timelines simultaneously
· Strong written and verbal communication skills
· Ownership, integrity, and willingness to learn
WHAT WE OFFER
· Hands-on exposure to debt fund raising, corporate finance, and live transactions
· Direct mentorship from senior professionals and the founder
· Real transaction experience spanning banking, capital markets, and corporate law
· Learning-focused environment ideal for building a career in corporate finance and compliance
· Competitive compensation commensurate with qualifications and experience
HOW TO APPLY
Email: [email protected]
Subject Line: "Application – Associate (Debt Operations)"
Please include in your application:
· Updated CV/Resume with photograph
· Current education stage (Qualified/Semi-Qualified/Pursuing)
· Current CTC and expected salary expectations
· Expected joining date
· Brief cover letter highlighting relevant experience in debt/finance operations
Pay: ₹15,000.00 - ₹25,000.00 per month
Education:
Willingness to travel:
Work Location: In person
