Capital Consultant

Recur Club; Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

A financial services company, Recur Club, is seeking a Capital Consultant to enhance client relationships and drive growth. The role requires identifying new clients, managing existing accounts, and effectively communicating their needs while aligning with company values. The ideal candidate should have relevant experience and a degree in finance or business administration.

Qualifications

• 1-4 years of experience in Financial Services or Venture Capital.
• Proven experience in client acquisition and relationship management.
• Strong understanding of financial products and services.

Responsibilities

• Identify and engage potential clients to expand the client portfolio.
• Manage and nurture client relationships for high satisfaction and retention.
• Strategically deploy funds to meet existing client needs.

Skills

Client Acquisition

Relationship Management

Financial Services Knowledge

Communication

Interpersonal Skills

Education

Bachelor's degree in Business Administration or Finance

Tools

CRM Systems

Microsoft Office Suite

Job description

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Unleashing the Power of People and Building Future-Ready Culture at Recur Club

As a Capital Consultant at Recur Club, you will play a pivotal role in expanding our client portfolio and nurturing long-term relationships. Your responsibilities will revolve around identifying and strategically onboarding new clients, understanding their unique use cases and guiding them through our platform's features and processes with a customer obsessed mindset. Additionally, you will be responsible for managing and deploying funds to existing clients mapped to you, ensuring their ongoing financial needs are met. Your work will directly contribute to the growth and success of our clients while upholding Recur Club's values and commitment to excellence.

Responsibilities:

• 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.

Requirements

• Relevant Experience from 1-4 Yrs in Financial Services, Venture Capital industries
• Bachelor's degree in Business Administration, Finance, or a related field
• Proven experience in client acquisition, relationship management, or business development, preferably in the fintech industry.
• 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

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