Relationship Manager – Private Credit Impeccable HR Consulting

The Corporate Institute; Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a deal-driven professional with 2–4 years in private credit and lending to lead end-to-end engagements—from initial conversation to disbursement—using our platform. You will structure debt solutions across venture debt, working capital, structured credit, leasing, and factoring, coordinate with lenders, and uphold data hygiene in HubSpot.

If you excel at client dialogue and closing, you’ll thrive here with AI-supported deal analysis and a fast-paced

Qualifications

• 2-4 years in private credit/lending.
• Prior exposure to credit underwriting, term sheet negotiation, and deal execution.
• Strong written communication memos, IC notes, deal narratives.
• Ability to manage multiple deals simultaneously.
• End‑to‑end ownership mindset.
• Comfortable using AI tools – we use them for deal analysis, early screening, and improving conversion.
• Need genuine interest in client conversations, not just transactions.

Responsibilities

• Identify and engage high-potential clients to fortify and expand the portfolio.
• Astutely assess funding requirements quantum, pricing, security, and end-use with precision.
• Cultivate deep, trust-anchored relationships by embodying a “co-founder mindset” in every client growth odyssey.
• Collate and validate critical data to curate and shepherd deal funnels across stages – Spark, Swift, and Scale.
• Spearhead the preparation and execution of engagement letters; scrutinize deal one-pages for accuracy and compliance.
• Present meticulously curated deals to lenders, distilling key insights to catalyse swift closures.
• Orchestrate lender-side documentation and escalations.
• Proactively govern collections with an eagle eye on Early Warning Signals and Days Past Due.
• Deepen portfolio relationships to unearth redeployment opportunities.
• Uphold impeccable deal hygiene – keeping HubSpot data accurate, current, and audit-ready.
• Resolve client and lender queries with alacrity while championing platform adoption and informed lender selection.
• Supervise invoicing and collections in close collaboration with Operations.

Skills

Private credit

Lending

Deal execution

Underwriting

AI tools usage

Education

CA Rank Holder

Tier1 MBA (IIM)

Tools

HubSpot

AI tools

Job description

Job Description

You’ll be working directly with late-stage startups and mid-sized SMEs understanding their capital needs and structuring the right debt solution using our proprietary platform. Not just pitching, but actually owning the deal from first conversation to disbursement. This means getting fluent across debt products venture debt, working capital, structured credit, leasing, factoring etc. and knowing what fits where.

Client Acquisition & Engagement

• Identify and engage high-potential clients to fortify and expand the portfolio.
• Astutely assess funding requirements quantum, pricing, security, and end‑use with precision.
• Cultivate deep, trust‑anchored relationships by embodying a “co‑founder mindset” – becoming a genuine strategic ally in every client’s growth odyssey.

Deal Management

• Collate and validate critical data to curate and shepherd deal funnels across stages – Spark, Swift, and Scale.
• Spearhead the preparation and execution of engagement letters; scrutinize deal one‑pages for accuracy and compliance.

Lender Coordination

• Present meticulously curated deals to lenders, distilling key insights to catalyse swift closures.
• Orchestrate lender‑side documentation and escal…

Portfolio Monitoring

• Proactively govern collections with an eagle eye on Early Warning Signals (EWS) and Days Past Due (DPD).
• Deepen portfolio relationships to unearth and capitalise on redeployment opportunities.

Process Excellence

• Uphold impeccable deal hygiene – keeping HubSpot data accurate, current, and audit-ready.
• Resolve client and lender queries with alacrity while championing platform adoption and informed lender selection.

Invoicing & Realization

• Supervise invoicing and collections in close collaboration with Operations – ensuring timely, frictionless payment realization.

Who We’re Looking For:

• 2-4 years in private credit/lending.
• Prior exposure to credit underwriting, term sheet negotiation, and deal execution.
• CA Rank Holder/ Tier1 MBA (IIM)
• Strong written communication memos, IC notes, deal narratives.
• Ability to manage multiple deals simultaneously.
• End‑to‑end ownership mindset. You don’t wait to be told what to do next.
• Comfortable using AI tools – we use them for deal analysis, early screening, and improving conversion. Tech‑savviness is a must.
• Someone who genuinely enjoys the client conversation – curious about businesses, not just transactions.