Capital Consultant

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

Job summary

Club Technologies Private Limited in India is seeking a Capital Consultant to drive deal management, bridging clients and lenders, and overseeing funding processes. You will coordinate with lenders, structure deals, and ensure accurate documentation for smooth closures.

Role emphasizes building strong client relationships, assessing funding needs, and maintaining pipeline health while meeting timelines in a fast-paced FinTech environment.

Qualifications

• 2–4 years of experience in debt financing, financial services, or fintech lending.
• Proven ability to acquire clients and manage relationships.
• Bachelor's degree in Business Administration, Finance, or related field.
• Strong communication and interpersonal skills.
• Familiarity with CRM systems and MS Office.

Responsibilities

• Drive deal management between clients and lenders.
• Oversee deal structuring, lender coordination, and documentation.
• Identify and engage potential clients to expand the portfolio.
• Present deals to lenders and assist in closures.
• Ensure timely invoicing, collections, and portfolio management.

Skills

Debt financing

Client acquisition

Relationship management

Business development

Financial services

Education

Bachelor's degree in Business Administration or Finance

Tools

HubSpot

Microsoft Office

Job description

Capital Consultant Mumbai, Gurgaon Full-time 1-3

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 escalation 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.

Requirements

Who are we looking for

Relevant Experience from 2-4 yrs in debt financing, Financial Services, Venture Capital industries, Fintech, lending business.

Demonstrated expertise in client acquisition, relationship management, or business development, with prior experience in the debt financing domain being essential.

Bachelor's degree in Business Administration, Finance, or a related field

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