Capital Consultant - Gurgoan/Mumbai -15 LPA

Angel and Genie; Gurugram District; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

A fintech company is seeking a candidate with 7-10 years of experience in investment banking or venture capital. The role focuses on identifying and engaging with clients to expand the portfolio while ensuring high levels of client satisfaction. The ideal candidate should possess strong communication skills, proven client acquisition experience, and a proactive attitude. Proficiency in Microsoft Office Suite and experience with CRM systems are essential for this dynamic role, which aims to foster exceptional client relationships.

Qualifications

• 7-10 years of relevant experience in investment banking or venture capital.
• Proven experience in client acquisition or business development, especially in fintech.
• Strong understanding of financial products and exceptional communication skills.
• Prove n experience building & leading a team.
• Strong understanding of financial products and services with the ability to articulate complex concepts to clients.
• Familiarity with CRM systems and proficiency in Microsoft Office Suite.

Responsibilities

• Identify and engage with potential clients to expand the client portfolio.
• Manage and nurture client relationships to ensure high levels of satisfaction.
• Provide regular feedback to improve processes and enhance customer experiences.
• Manage and nurture client relationships, ensuring high levels of client satisfaction and retention.
• Collaborate with internal teams to improve the platform's features and user experience.
• Stay updated on market trends and competitor activities to identify business opportunities.
• Provide feedback to leadership to improve processes and customer experiences.

Skills

Client acquisition

Relationship management

Financial products understanding

Team building

Communication skills

Microsoft Office Suite

Tools

Microsoft Office Suite

CRM systems

Job description

We are dedicated to empowering businesses by providing innovative financing solutions tailored to their unique needs. Our mission is to support founders in their growth journey, fostering a culture of collaboration and excellence.

About the Role

The role involves identifying and engaging with potential clients to expand the client portfolio while ensuring high levels of client satisfaction and retention.

Responsibilities

• Identify and engage with potential clients to expand the 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.

Required Skills

• Relevant Experience from 7 - 10 Yrs in Investment banking / Investment management experience at venture debt funds, financial services, bankers from new age economy Services, Venture Capital industries.
• Proven experience in client acquisition, relationship management, or business development, preferably in thefintech 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

Preferred Skills

• Experience in the fintech industry.

Pay range and compensation package

Compensation details will be discussed during the interview process.