Channel / Project Finance Executive

EducoHire; Mumbai City; On-site; INR 900,000 - 1,500,000; Full time

Job summary

EducoHire is seeking a capable Channel / Project Finance Executive to manage and expand channel finance programmes in Mumbai. You will coordinate with lending institutions and fintech partners, oversee invoice financing, and advise on working capital and project finance solutions.

The ideal candidate has 3–4 years of NBFC/Fintech experience, with exposure to the IT industry, and will travel for business development and customer meetings. Strong financial product knowledge is essential.

Qualifications

• M.Com or MBA in Finance, Banking, Business Administration or related discipline.
• Minimum 3–4 years of relevant work experience in finance, lending, channel finance or working capital solutions.
• Experience in NBFC or Fintech company is preferred.
• Exposure to IT industry is considered a plus.

Responsibilities

• Monitor, manage and scale the Channel Finance programme.
• Coordinate with banks, NBFCs, lenders and fintech partners to facilitate financing solutions.
• Develop and maintain relationships with lending institutions and financial partners.
• Oversee end-to-end invoice financing process for timely processing and issue resolution.
• Understand customer financing requirements and recommend working capital and project finance solutions.
• Support implementation and management of channel finance arrangements.
• Coordinate with internal teams, lenders and customers for documentation, approvals, disbursements and follow-ups.
• Identify opportunities to expand channel finance usage and other financing products.
• Travel for customer meetings, business development and promotion of financing solutions.
• Engage with customers to understand financial needs and promote suitable products.
• Track financing transactions and prepare programme performance reports.
• Resolve operational issues and ensure smooth coordination among customers, lenders and fintech partners.
• Contribute to business growth by expanding existing financing relationships.

Skills

Channel Finance

Project Finance

Working Capital

Invoice Financing

Lender Coordination

Fintech Partnerships

Customer Relationship

Business Development

Documentation & Reporting

Negotiation

Communication

Analytical Skills

Education

M.Com / MBA

Job description

CHANNEL / PROJECT FINANCE EXECUTIVE

Job Location: Nariman Point, Mumbai, Maharashtra

Industry: Financial Services / NBFC / Fintech

Designation: Channel / Project Finance Executive

Employment Type: Full-Time

Experience: 34 Years

Qualification: M.Com / MBA

Preferred Background: NBFC, Fintech or IT Industry

About the Role

We are looking for a capable and commercially oriented Channel / Project Finance Executive to manage and expand channel finance programmes, coordinate with lending institutions and fintech partners, and oversee invoice financing activities.

The ideal candidate should have a sound understanding of working capital financing solutions and experience in managing financial products, lender relationships and customer engagements. Candidates with 3–4 years of experience in an NBFC or Fintech company will be preferred, particularly those with exposure to the IT industry.

Key Responsibilities

• Monitor, manage and scale the organisation's Channel Finance programme.
• Coordinate with banks, NBFCs, lenders and fintech partners to facilitate financing solutions.
• Develop and maintain strong working relationships with lending institutions and financial partners.
• Monitor and manage the end-to-end invoice financing process, ensuring timely processing and resolution of issues.
• Understand customer financing requirements and recommend appropriate working capital and project finance solutions.
• Support the implementation and management of channel finance arrangements.
• Coordinate with internal teams, lenders and customers for documentation, approvals, disbursements and transaction follow-ups.
• Identify opportunities to expand the adoption of channel finance and other financing products.
• Travel for customer meetings, business development and promotion of financing solutions.
• Engage with existing and prospective customers to understand their financial requirements and promote suitable products.
• Track financing transactions, maintain relevant records and prepare reports on programme performance.
• Resolve operational issues and ensure smooth coordination among customers, lenders and fintech partners.
• Contribute to business growth by identifying new customers and expanding existing financing relationships.

Working Capital & Financial Product Knowledge

Candidates should have a good understanding of working capital and financing products, including:

• WCDL (Working Capital Demand Loan)
• Leasing solutions
• Traditional Channel Finance
• Project Finance
• Term Loans
• Letters of Credit (LC)
• Invoice Financing

Qualification & Experience

• M.Com or MBA in Finance, Banking, Business Administration or a related discipline.
• Minimum 3–4 years of relevant work experience in finance, lending, channel finance or working capital solutions.
• Experience in an NBFC or Fintech company will be preferred.
• Candidates with relevant experience in the IT industry will receive preference.
• Practical understanding of lender coordination, financing processes and financial documentation.
• Experience in customer relationship management and business development for financial products.
• Willingness to travel for customer meetings and business development activities.

Required Skills

• Channel Finance & Project Finance
• Working Capital Solutions
• Invoice Financing
• Lender & Fintech Partner Coordination
• Financial Product Management
• Customer Relationship Management
• Business Development
• Financial Documentation & Reporting
• Negotiation & Communication
• Analytical and Problem-Solving Skills

Candidate Profile

• Strong commercial understanding of financial products and lending processes.
• Good communication, presentation and relationship management skills.
• Ability to coordinate effectively with lenders, fintech partners and customers.
• Customer-oriented and business-focused approach.
• Strong follow-up, analytical and problem-solving abilities.
• Willingness to undertake business travel as required.