Capital Consultant

As a Capital Consultant you will Live, Win & Thrive on:

LIVE

Expectations from this role

As a Capital Consultant, you will drive deal management acting as the bridge between clients and

lenders. You will oversee deal structuring, lender coordination, documentation, and portfolio management,

ensuring smooth funding processes and excellent client relationships.

Client Acquisition & Engagement

Identify and engage with potential clients to expand the Recur Club client portfolio.

Assess clients' funding requirements, including quantum, pricing, security, and use cases.

Build and nurture strong, trust-based relationships with clients by adopting a "co-founder mindset" to act

as a strategic partner in their growth journey.

Deal Management

Collect and validate all necessary data to curate and manage deal funnels across stages (Spark, Swift,

Scale).

Oversee the preparation and execution of engagement letters and validate deal one-pagers to ensure

accuracy and compliance.

Lender Coordination

Present curated deals to lenders, articulating key insights to facilitate timely closures.

Coordinate with lenders on documentation and promptly escalate any issues that arise during the

process.

Portfolio Monitoring

Proactively manage collections with a strong focus on Early Warning Signals (EWS) and Days Past Due

(DPD).

Strengthen ongoing relationships within the portfolio to identify and secure redeployment opportunities.

Process Excellence

Ensure deal hygiene by maintaining accurate and up-to-date information in HubSpot.

Address and resolve client and lender support queries while driving platform adoption and assisting in

lender selection.

Invoicing & Realization

Supervise invoicing and collections processes in collaboration with the Operations team to ensure timely

realization of payments.

WIN

Who are we looking for

● Relevant Experience from 1-4 Yrs in debt financing, Financial Services, Venture Capital

industries, Fintech, lending business.

● Demonstrated expertise in client acquisition, relationship management, or business

development, with prior experience in the debt financing domain being essential.

● Bachelor's degree in Business Administration, Finance, or a related field

● 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

THRIVE

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

★ Great colleagues: We value a culture of authenticity, humility, and excellence. We want

you to make a footprint on our culture

Job Type: Full-time

Pay: ₹800,000.00 - ₹15,000,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Provident Fund

Application Question(s):

• Current CTC
• Expected CTC
• Notice Period

Work Location: In person