Capital Consultant – CA/CFA/IIM/FMS/MDI/ISB HriZen

The Corporate Institute; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Recur Club in Gurugram seeks a Capital Consultant to 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 and strong client relationships.

The role requires 3-5 years in debt financing or fintech, with exposure to credit underwriting and term sheet negotiation. Proficiency with AI tools for deal analysis is a plus in a fast-paced environment.

Qualifications

• 3-5 years of relevant experience in Debt Financing, Financial Services, Venture Capital, Fintech, or Lending businesses.
• Prior exposure to credit underwriting, term sheet negotiation, and deal execution.
• End-to-end ownership mindset.
• Prior exposure to credit, lending, or structured finance is a plus.
• Comfortable using AI tools – deal analysis, early screening, and improving conversion.

Responsibilities

• Identify and engage 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.
• 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 elevate 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.
• 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.

Skills

Communication

Tech-savvy

Deal management

Relationship building

Writing and memos

Education

CA / MBA from a Tier-1 institution or CFA charterholder

Tools

HubSpot

Job description

About the company:

Recur Club is a debt marketplace where companies can raise debt capital tailored to their business needs with a dedicated, capital expert. They secure the best capital offers from 100+ marquee lenders like Tata Capital, HSBC, Aditya Birla Capital, INCRED, Ugro Capital, and many more NBFCs, banks, and institutional capital providers. A dedicated capital expert helps you select the best debt offer according to your cash flows. They work with one obsession: to help you focus on running your business while you hand off the fundraising to them.

Website:

https://www.recurclub.com/

Industry:

Financial Technology (fintech) Company

Company Size:

51-200 Employees

Headquarters:

New Delhi, India

Designation:

Capital Consultant (Must have Fund + nbfc/bank)

Location:

Gurugram

Qualification:

CA / MBA from a Tier-1 institution or CFA charterholder

About the Role:

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.

Lender Coordination:

• Present curated deals to lenders, articulating key insights to facilitate timely closures.
• Coordinate with lenders on documentation and promptly elevate any issues that arise during the process.

Portfolio Monitoring:

• 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.

Invoicing & Realization:

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

Experience & Background:

• 3-5 years of relevant experience in Debt Financing, Financial Services, Venture Capital, Fintech, or Lending businesses.
• Prior exposure to credit underwriting, term sheet negotiation, and deal execution.
• End-to-end ownership mindset.
• Prior exposure to credit, lending, or structured finance is a plus.
• Comfortable using AI tools – deal analysis, early screening, and improving conversion. Tech-savviness is a must.

Skill Set:

• Strong communication and articulation skills – memos, IC notes, deal narratives
• CA / MBA from a Tier-1 institution or CFA charterholder
• Ability to work in a fast-paced, high-growth environment.
• Comfortable adapting to evolving business needs and ambiguity.