Associate Manager – Client Relations

FinLender; Dadri; On-site; INR 800,000 - 1,500,000; Full time

Benefits offered by this job

Direct visibility with senior leadership

Potential for variable pay and bonuses

Job summary

FinLender is seeking an Associate Manager – Client Relations, Engagement & Advisory in Dadri, Uttar Pradesh. You will lead client relationships, manage a defined client portfolio, and contribute to business growth by developing strategies for funding proposals. Candidates should have 3+ years of experience in business development and a strong understanding of credit underwriting. The role includes mentoring associates and collaborating with internal teams for successful deal closures.

Qualifications

• 3+ years of experience in business development, relationship management, or advisory at banks/Investment Banking Firms.
• Strong network across corporate CFOs, family offices, or mid-market promoters.
• Working knowledge of credit underwriting and deal structuring.

Responsibilities

• Build and maintain client relationships to drive funding proposals.
• Engage clients through calls, emails, and meetings to secure deals.
• Lead client conversations from initial contact to fund disbursement.

Skills

Analytical skills

Communication skills

Negotiation skills

Client relationship management

Remote sales

Education

3+ years experience in business development or banking

Job description

Designation: Associate Manager – Client Relations, Engagement & Advisory

Department: Business Development

Divisions: Specialization across one or two of: Investment Banking · Private Credit · Special Situations

FinLender Capital is India's premier mid-market platform for Investment Banking, Structured Private Credit and Special Situations Opportunities. We work with mid-size corporates and MSMEs in the ₹5 Cr to ₹2,000 Cr deal range, matching every borrower with the right institutional capital from our curated lender network — AIFs, NBFCs, Banks, distressed funds, PEs, VCs, and merchant banking partners.

Our team comprises CAs, CFAs, ex-Bankers, IIM alumni, and ex-Big 4 professionals, each with 20+ years of experience. India's top 500+ FIs work with us. You'll engage directly with Promoters, Founders, and CFOs of mid-market businesses generating ₹5 Cr to ₹500 Cr in revenue

About the Role:

As an Associate Manager – Client Relations, Engagement & Advisory, you'll lead a defined client book within one or two FinLender divisions and drive end-to-end relationship management for our institutional, corporate, and retail clientele. You'll combine origination, advisory, and transaction execution — owning revenue outcomes for your portfolio and mentoring a small team of Associates.

This role is for experienced professionals who can independently manage client conversations with founders, CFOs, family-office principals, and self-employed business owners — and who can structure capital solutions across multiple FinLender divisions, knowing which institutional lender pool to access for each mandate.

Key Responsibilities:

• Build a multi-channel sourcing engine — direct outreach, banker referrals, channel partners, DSAs, intermediary networks, remote sales, and open-market activities (tele-calling, data mining) — sourcing deals across Special Situations, Structured Private Credit, Investment Banking, and Instant LAP Funding
• Develop and execute client acquisition and relationship strategies to drive funding proposals and business growth
• Engage with clients and channel partners through calls, emails, and meetings to maintain strong relationships and drive new business
• Track mandate-to-closure conversion, manage deal velocity, and protect deal economics
• Deliver on monthly, quarterly, and annual targets — fee revenue, sanctions, and disbursements

Client Advisory & Solution Structuring

• Lead end-to-end client conversations from first meeting to mandate signing to till disbursement.
• Identify and assess applications by reviewing funding teasers, financial models, cash flow statements, audited financials, and information memorandums — using credit risk analysis and market trend reporting
• Structure and present capital solutions across Investment Banking advisory, Structured Private Credit and Special Situations capital
• Coordinate with internal credit, legal, underwriting, and product teams to prepare, negotiate, finalise, and secure term sheets — ensuring conditions are met and overseeing fund disbursement
• Provide tailored client servicing across the lifecycle — onboarding, due diligence, risk assessments, portfolio management, and ongoing service excellence
• Meet project timelines, quality standards, and regulatory/organizational compliance
• Build long-term advisory relationships that drive repeat mandates and lifecycle progression.
• Mentor 1–3 Associates / Senior Associates on client engagement, qualification frameworks, and deal structuring
• Act as a liaison between clients, internal teams, and external stakeholders.
• Conduct weekly pipeline reviews and contribute to team-level forecasting
• Drive CRM discipline and reporting hygiene across your sub-team.

Market Intelligence & Strategic Inputs

• Provide market intelligence on competitor pricing, lender appetite, product gaps, and emerging opportunities across the 30 sectors FinLender serves
• Contribute to strategic planning, product positioning and channel strategy with senior leadership.

Skills & Abilities

• Strong analytical, communication, and negotiation skills to effectively manage client relationships and drive business growth through remote sales and open-market sales activities
• Ability to thrive in dynamic market conditions, meet tight deadlines, and deliver results under pressure while ensuring compliance with industry regulations and company standards
• Proactively identify opportunities to improve processes, enhance efficiency, and achieve performance goals through data mining, networking, and client engagement
• Demonstrated ability to generate leads, meet sales targets, and ensure seamless client onboarding and portfolio management.

What You'll Gain

• Direct ownership of a fee-revenue book with visible P&L impact
• Cross-divisional exposure — work across institutional and retail capital products
• Defined progression to Manager → Senior Manager → AVP within 24–36 months
• Significant variable pay upside through deal-linked bonuses on closed mandates
• Direct visibility with senior leadership and founders.

Who Should Apply

• 3+ years of experience in business development, relationship management, credit sales, or advisory at banks, NBFCs, AIFs and Investment Banking Firms.
• Demonstrated track record of revenue / target achievement
• Strong network across one or more of: corporate CFOs, family offices, mid-market promoters, channel partners, DSAs, banker networks
• Working knowledge of credit underwriting, deal structuring, debt syndication, or IB transaction processes
• Excellent communication, negotiation, and client-handling skills
• Self-driven, ownership-led, and team-leadership oriented.