Analyst/Associate- Debt Syndication

Recur Club; Mumbai; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Recur Club is seeking a Capital Consultant to drive end-to-end deal management, bridging clients and lenders for customized debt solutions. You will oversee structuring, lender coordination, documentation, and portfolio oversight while building strong client relationships.

Identify potential clients, assess funding needs, and present deals to lenders. Maintain data hygiene in HubSpot and support invoicing with the Operations team, focusing on timely funding and redeployment opportunities.

Qualifications

• Tier 1 college/CA Ranker with 2-4 yrs in venture debt.
• Experience in client acquisition, relationship management, or business development, with prior debt financing experience essential.
• Strong understanding of financial products and ability to articulate complex financial concepts.
• Exceptional communication and interpersonal skills, with a focus on building and maintaining strong client relationships.
• Ability to work in a fast-paced, dynamic environment and adapt to evolving business needs.
• A self-driven, proactive attitude with a passion for delivering exceptional client experiences.
• Familiarity with CRM systems and proficiency in Microsoft Office Suite

Responsibilities

• Drive deal management bridging clients and lenders.
• Oversee deal structuring, lender coordination, documentation, and portfolio management.
• Identify and engage with potential clients to expand the Recur Club client portfolio.
• Assess clients' funding requirements, including quantum, pricing, security, and use cases.
• Present curated deals to lenders, articulating key insights to facilitate timely closures.
• Coordinate with lenders on documentation and promptly escalate any issues.
• Proactively manage collections with a focus on Early Warning Signals (EWS) and Days Past Due (DPD).
• Strengthen relationships within the portfolio to identify redeployment opportunities.
• Maintain deal hygiene by keeping information in HubSpot up to date.
• Assist in lender selection and drive platform adoption; supervise invoicing with Operations team.

Skills

Client acquisition

Relationship management

Business development

Debt financing

CRM systems

Microsoft Office

Communication skills

Adaptability

Self-driven

Proactive attitude

Education

Tier 1 college

CA Ranker

Tools

CRM systems

Microsoft Office

Job description

Company Description Recur Club is a debt platform that enables companies to raise customized debt capital with the support of a dedicated capital expert. The platform aggregates competitive offers from over 100 marquee lenders, including leading banks, NBFCs, and institutional capital providers. By leveraging relationships with organizations such as Tata Capital, HSBC, Aditya Birla Capital, INCRED, and Ugro Capital, Recur Club helps businesses access suitable financing options aligned with their cash flows. The team is focused on simplifying the fundraising process so companies can concentrate on operating and growing their core business.

Role Description

As a Capital Consultant, you will drive deal management acting as the bridge between clients and lenders. You will oversee deal structuring, lender coordination, documentation, and portfolio management, ensuring smooth funding processes and excellent client relationships.

Client Acquisition &Engagement

Identify and engage with potential clients to expand the Recur Club client portfolio.

Assess clients' funding requirements, including quantum, pricing, security, and use cases.

Build and nurture strong, trust-based relationships with clients by adopting a "co-founder mindset" to act as a strategic partner in their growth journey.

Deal Management

Collect and validate all necessary data to curate and manage deal funnels across stages (Spark, Swift, Scale).

Oversee the preparation and execution of engagement letters and validate deal one-pagers to ensure accuracy and compliance.

Present curated deals to lenders, articulating key insights to facilitate timely closures.

Coordinate with lenders on documentation and promptly escal**ate** any issues that arise during the process.

Proactively manage collections with a strong focus on Early Warning Signals (EWS) and Days Past Due (DPD).

Strengthen ongoing relationships within the portfolio to identify and secure redeployment opportunities.

Process Excellence

Ensure deal hygiene by maintaining accurate and up-to-date information in HubSpot.

Address and resolve client and lender support queries while driving platform adoption and assisting in lender selection.

Supervise invoicing and collections processes in collaboration with the Operations team to ensure timely realization of payments.

Who are we looking for

• Tier 1 college/CA Ranker with r elevant Experience from 2-4 yrs in venture debt
• Demonstrated expertise in client acquisition, relationship management, or business development, with prior experience in the debt financing domain being essential.
• Strong understanding of financial products and services with the ability to articulate complex financial concepts to clients.
• Exceptional communication and interpersonal skills, with a focus on building and maintaining strong client relationships.
• Ability to work in a fast-paced, dynamic environment and adapt to evolving business needs.
• A self-driven, proactive attitude with a passion for delivering exceptional client experiences.
• Familiarity with CRM systems and proficiency in Microsoft Office Suite