Professional Summary
MBA (Finance) professional with over 1 year of experience in financial advisory, business development, and operational management. Demonstrated expertise in client acquisition, relationship management, financial analysis, and execution of advisory assignments. Skilled in sourcing and managing MSME and corporate clients, supporting debt syndication, valuation engagements, and M&A due diligence while ensuring regulatory compliance and operational efficiency.
Key ResponsibilitiesBusiness Development & Client Acquisition
- Identified and onboarded MSME and corporate clients by understanding their financial and business requirements.
- Promoted customized financial advisory solutions, including debt syndication, valuation, and capital-raising services.
- Managed the end-to-end client onboarding process, including KYC and documentation requirements.
Client Relationship Management
- Maintained and strengthened relationships with existing clients, resulting in repeat business opportunities and long-term engagements.
- Coordinated with internal teams to ensure timely delivery of valuation reports, IPO-related assignments, and advisory services.
- Acted as a primary point of contact for clients throughout the engagement lifecycle.
Operations & Compliance
- Managed daily MIS reporting and operational activities to support business decision-making.
- Assisted in audit coordination and preparation of compliance-related documentation.
- Ensured adherence to regulatory requirements and guidelines issued by SEBI, RBI, ROC, and other governing authorities.
Core Technical ExposureProject Finance & Debt Syndication
- Prepared CMA data, financial projections, and detailed financial models for fundraising assignments.
- Assisted in preparing lender presentations and credit proposals for banks and NBFCs.
- Coordinated with financial institutions for term loans, working capital facilities, and other debt instruments.
Advisory & Valuation
- Supported SME IPO assignments, including preparation and review of DRHP/RHP documentation.
- Assisted in developing Discounted Cash Flow (DCF) and Relative Valuation models.
- Contributed to financial due diligence and analysis for mergers and acquisitions (M&A) transactions.
- Performed financial statement analysis, industry research, and valuation benchmarking to support advisory engagements.
Pay: ₹30,000.00 - ₹35,000.00 per month
Work Location: In person
