Lending

Associate Manager (M5)- Process Excellence- Fundraising

Bengaluru, Karnataka
Work Type: Full Time
Process Excellence - Fundraising

About Navi


Navi is one of the fastest growing financial services companies in India providing Personal & Home Loans,

Insurance and Mutual Funds with a digital first approach. At Navi, our mission is to build financial services that

are simple, accessible and affordable.


Founders: Sachin Bansal & Ankit Agarwal


Know what makes you a “Navi_ite” :


1.Perseverance, Passion and Commitment

• Passionate about Navi’s mission and vision

• Demonstrates dedication, perseverance and high ownership

• Goes above and beyond by taking on additional responsibilities


2.Obsession with high quality results

• Consistently creates value for the customers and stakeholders through high quality outcomes

• Ensuring excellence in all aspects of work

• Efficiently manages time, prioritizes tasks, and achieves higher standards


3.Resilience and Adaptability

• Adapts quickly to new roles, responsibilities, and changing circumstances, showing resilience and agility


Responsibilities :

● Support the fundraising efforts

● Playing a key role in stakeholder management (both internal & external).

● Manage the investor diligence, liaise with cross functional stakeholders for deal execution and

post issuance activities.

● Work on preparation and streamlining of monthly reports and subsequently getting those automated 

● Lead preparation of pitch decks, information memorandums, management presentations

● Driving process excellence efforts for post issuance compliances and quarterly reports.


Required Skills :

● Strong analytical and problem-solving skills

● Ability to collaborate effectively with cross-functional teams and stakeholders

● Knowledge of writing simple analytical queries, automation and process streamlining

● Excellent communication and interpersonal skills with a collaborative management style

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