Head - Trusteeship Services - Debt Capital Markets

About the Role:

Orbis Trusteeship Services Private Limited is seeking an experienced and dynamic professional to lead its Trusteeship Services business. The role involves overseeing trusteeship operations, ensuring regulatory compliance, managing key client relationships, and driving operational excellence across various trustee mandates.

The ideal candidate should have extensive experience in Debenture Trusteeship, Debt Capital Markets, Structured Finance, Corporate Trust, and Alternative Investment Funds (AIFs), along with proven leadership and business management capabilities.

Key Responsibilities:

• Lead and oversee end-to-end Trusteeship operations and service delivery.
• Ensure compliance with applicable SEBI regulations, Companies Act, RBI guidelines, and transaction documents.
• Monitor covenant compliance, security creation, charge registration, and reporting requirements.
• Manage trustee mandates related to debt issuances, structured finance transactions, escrow arrangements, and other fiduciary assignments.
• Act as the primary point of contact for clients, issuers, investors, legal counsels, and other stakeholders.
• Demonstrate working knowledge of Alternative Investment Funds (AIFs), including fund setup, structuring, and SEBI regulations.
• Review and approve compliance reports, transaction monitoring activities, and operational deliverables.
• Lead, mentor, and develop teams while ensuring high productivity and service quality.
• Coordinate with Legal, Compliance, Operations, and Business Development teams.
• Support audits, regulatory inspections, and due diligence exercises.
• Identify process improvement opportunities and implement operational efficiencies.
• Drive business growth, client acquisition, and expansion of trusteeship mandates.

Qualifications & Experience:

• CA / CS / MBA (Finance) / LLB or equivalent qualification.
• Minimum 12 years of experience in Trusteeship, Debt Capital Markets, Structured Finance, Corporate Trust, or allied financial services.
• At least 10 years of dedicated experience in Trusteeship operations and management.
• Strong understanding of SEBI regulations, Companies Act, Debenture Trustee activities, and fiduciary services.
• Experience in managing teams, key client relationships, and complex financial transactions.
• Exposure to AIFs and fund administration/structuring will be highly preferred.

Major Skills Required:

• Debenture Trusteeship & Corporate Trusteeship
• Debt Capital Markets (DCM)
• Structured Finance & Securitisation
• Alternative Investment Funds (AIFs)
• SEBI Regulations & Regulatory Compliance
• Companies Act & RBI Guidelines
• Security Creation & Charge Registration
• Covenant Monitoring & Compliance Reporting
• Escrow & Fiduciary Services
• Transaction Documentation & Due Diligence
• Client Relationship & Stakeholder Management
• Team Leadership & Business Development
• Risk Management & Operational Excellence