Debt Consultant – B2B Vertical – Startup & SME Segment Lending HriZen

The Corporate Institute; Mumbai, Gurugram District; On-site; INR 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Ownership & equity

Top equipment

Work-life balance

Flexible vacation

Great colleagues

Job summary

The Corporate Institute in Mumbai seeks an experienced business development professional to grow the client portfolio, onboard new clients, and understand fintech use cases. You will drive client engagement with a customer-obsessed mindset, while coordinating with internal teams to meet clients’ needs.

Responsibilities include managing client relationships, deploying funds for existing clients, and collaborating with product and analytics teams to enhance the platform.

Qualifications

• 5–7 years experience in investment banking or venture debt/fintech finance
• 5+ years in debt structuring and risk assessment
• BA/Finance or related field
• Proven client acquisition and relationship management experience
• Proven team leadership in fintech or financial services

Responsibilities

• Identify and onboard new clients to expand the client portfolio.
• Understand client financing needs and guide on platform features and processes.
• Manage and nurture client relationships for high satisfaction and retention.
• Strategically deploy funds to existing clients based on growth and working capital needs.
• Collaborate with internal teams to improve platform features and UX.
• Stay updated on market trends and competitor activities to identify opportunities.
• Provide regular feedback to leadership to improve processes and customer experiences.

Skills

Client acquisition

Relationship management

Team leadership

Communication

Business development

Strategic thinking

Education

Bachelor's degree in Finance/Business Administration

Tools

CRM systems

Microsoft Office

Job description

Description

Expectations from this role

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.

– 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 5 – 7 Yrs in Investment banking / Investment management experience at venture debt funds, financial services, bankers from new age economy Services, Venture Capital industries

– Must have 5+ years in Debt Structuring and Risk Assessment

– Education in Business Administration, Finance, or a related field

– Proven experience in client acquisition, relationship management, or business development, preferably in the fintech 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

Benefits

– Ownership: We want you to feel like an owner & that will reflect in your salary and equity

– Resources: The best in class equipment for you to excel at work

– A good work-life balance: we do our best work when we’re balanced

– Flexible vacation and work hours: We don’t adopt conventional work practices that are meaningless for the type of work we do

– Great colleagues: We value a culture of authenticity, humility, and excellence. We want you to make a footprint on our culture