Associate Director- Capital Consultant (SME)

Keka HR; Mumbai; On-site; INR 1,200,000 - 1,500,000; Full time

Job summary

Keka HR is seeking a seasoned professional with 10 to 12 years of experience in the Bank/NBFC sector catering to mid to large SME clients. The ideal candidate will identify and engage potential clients while managing existing relationships to ensure satisfaction and retention.

Applicants should have a strong educational background in Business Administration or Finance and demonstrate proven skills in client acquisition, relationship management, and team leadership. Understanding financial products and being self-driven are essential attributes. The position is full-time and based in Mumbai.

Qualifications

• 10-12 years of relevant experience in Bank/NBFC for mid to large SME clients.
• Proven experience building and leading a team.
• Ability to work in a fast-paced, dynamic environment.

Responsibilities

• Identify and engage with potential clients to expand the client portfolio.
• Manage and nurture client relationships for retention and satisfaction.
• Strategically deploy funds based on client needs.

Skills

Client acquisition

Relationship management

Business development

Financial products knowledge

Communication skills

Team leadership

Microsoft Office Suite

CRM systems familiarity

Education

Education in Business Administration, Finance, or related field

Job description

10-12

Mumbai, Chennai

Full-Time

Requirements:

• Identify and engage with potential clients to expand the Recur Club client portfolio.
• Understand the specific financing needs of each client and effectively communicate how our platform can address these requirements (Build a mindset of being a Co-founder to Founders we are servicing and engaging with)
• Manage and nurture client relationships, ensuring high levels of client satisfaction and retention.
• Strategically deploy funds to existing clients based on their growth and working capital demands.
• Collaborate with the internal teams to continuously improve the platform's features and user experience.
• Stay updated on market trends and competitor activities to identify potential business development opportunities.
• Provide regular feedback and insights to the leadership team to improve processes and enhance customer experiences.

Who are we looking for:

• Relevant Experience from 10 - 12 Yrs in Bank/NBFC catering to mid to large SME clients.
• Education in Business Administration, Finance, or a related field
• Proven experience in client acquisition, relationship management, or business development, preferably in the fintech industry.
• Proven experience of building & leading a team
• 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