Capital Consultant- Debt Solutions

Role Overview:

Capital Consultants are responsible for managing deal flow for transactions under ₹30 crore annual revenue, with selective deals ranging from ₹30 crore to ₹80 crore annual revenue. They act as intermediaries between companies and lenders, ensuring a smooth and efficient funding process by managing deal details, lender communications, and documentation. The CapC role emphasizes client relationship management, deal curation, deal structuring, ensuring process and product hygiene, and portfolio monitoring

Key Responsibilities:

Deal Requirement Assessment:

- Understand customers requirements, including funding quantum, structure, pricing, security, and use case.

- Collaborate with customers to gather relevant information and align deal structure to lender preferences.

Engagement and Documentation:

- Sign engagement letters (ELs) as per the deal

- Vet and validate one-pagers prepared by Financial Analysts on Product to ensure accuracy and completeness.

Data and Deal Management:

- Collect necessary deal data and follow up on missing information as required.

- Allocate deals into appropriate funnels (Spark, Swift, Scale) based on size and complexity.

Lender Coordination and Communication on Deals:

- Pitch deals to activated lenders from product and DCM team and actively follow up to ensure deal closure with lenders

- Liaise with lenders for all documentation requirements, escalate to the Pod Owner or DCM if needed.

Portfolio Management and Repayments:

- Focus on collection activities, particularly on Early Warning Signals (EWS) to ensure low Days Past Due (DPD).

- Maintain strong relationships with portfolio companies to capitalize on re-deployment opportunities and enhance customer experience

Platform and Process Management:

- Maintain accurate deal information in HubSpot to ensure deal hygiene.

- Resolve support-related queries in collaboration.

- Select appropriate lenders (with support from the product team) and route deals effectively.

- Training & adoption of platform

Invoicing and Realisation:

- Oversee invoicing and realisation processes in partnership with Finance / Ops, as an escalation point.

Sharing your resume at bhumika.bisht@recur.club