Management Trainee- CRM – Structured Finance (Origination)

FinLender

Dadri

On-site

INR 300,000 - 420,000

Full time

14 days+

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Benefits offered by this job

Competitive salary
Growth opportunities
Collaborative work environment

Job summary

FinLender is seeking a motivated Management Trainee - CRM at our Noida HQ to identify and qualify leads, understand financial products, and drive business growth. The role emphasizes communication, data mining and remote sales for client engagement.

No prior experience is required; a PPO awaits successful completion of the six-month tenure, offering strong growth opportunities in a collaborative environment.

Qualifications

  • MBA in Finance or equivalent degree required.
  • Diploma in Corporate Financing would be an added benefit.
  • Strong analytical and communication skills essential.

Responsibilities

  • Identify, generate and qualify leads through remote sales, telecalling and data mining.
  • Collaborate with senior management to transfer qualified leads for closure.
  • Maintain CRM records and track lead progress for performance monitoring.
  • Contribute ideas for lead generation and process improvement.

Skills

Lead generation
Communication
Negotiation
Data mining

Education

MBA in Finance or equivalent
Diploma in Corporate Financing

Tools

CRM tools

Job description

About the job

Hiring: Management Trainee - CRMLocation: Noida (HQ), Type – On‑SiteDepartment: Business DevelopmentExperience: 0-1 yearsIndustry Preference: Banking | Investment Banking | Financial Services | Alternate Investment Fund | Private Credit| Special SituationsOrganization:FinLenderCapital

FinLenderCapital is India's premier mid‑market platform for Investment Banking, Structured Private Credit and Special Situations Opportunities. We work with mid-size corporates and MSMEs in the ₹5 Cr to ₹2,000 Cr deal range, matching every borrower with the right institutional capital from our curatedFisnetwork.Our team comprises CAs, CFAs, ex‑Bankers, IIM alumni, and ex‑Big4 professionals, each with 20+ years of experience. India's top 500+ FIs work with us.You'llengage directly with Promoters, Founders, andCFOs of mid‑market businesses generating ₹5Cr to ₹500Cr in revenue.

Job Description
  • We are seeking a motivated and self-driven individual who understands financial products and can identify and generate qualified leads for business growth. Prior experience is not mandatory—what matters most is your clarity about our products, your communication skills, and your willingness to learn.
  • This program provides hands‑on exposure in corporate finance and offers a Pre‑Placement Offer (PPO) upon successful completion of the 6‑month tenure.
  • Develop a strong understanding of the company’s financial products and services, including Debt Syndication, Stressed Asset Financing, Special Situations Financing, Debt Restructuring Opportunities, Equity Funding, Pre‑IPO Funding, IPO Advisory, and Mergers & Acquisitions (M&A).
  • Identify, generate, and qualify leads through remote sales, tele calling, networking, and data mining.
  • Collaborate with senior management by transferring qualified leads for further evaluation and closure, while maintaining consistent communication with clients and channel partners.
  • Maintain proper tracking, reporting, and lead progress in CRM tools to ensure effective performance monitoring.
  • Take ownership where possible—independent deal closures will be eligible for performance‑based incentives.
  • Contribute new ideas for lead generation, process improvement, and client engagement to help achieve team goals.
Skills & Abilities
  • Strong analytical, communication, and negotiation skills to effectively manage client relationships and drive business growth through “remote sales activities & open market sales activities”.
  • Ability to thrive in dynamic market conditions, meet tight deadlines, and deliver results under pressure while ensuring compliance with industry regulations and company standards.
  • Proactively identify opportunities to improve processes, enhance efficiency, and achieve performance goals through data mining, networking, and client engagement.
  • Demonstrated ability to generate leads.
Qualifications
  • M.B.A. in Finance or equivalent degree.
  • Diploma in Corporate Financing would be an added benefit.
Why Join Us
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and inclusive work environment.
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