Capital Consultant - CA/CFA/IIM/MDI/FMS

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.

Experience & Background:

- 3-5years of relevant experience in Debt Financing, Financial Services, Venture Capital, Fintech, or Lending businesses.

- Prior exposure to credit underwriting, term sheet negotiation, and deal execution

- End-to-end ownership mindset.

- Prior exposure to credit, lending, or structured finance is a plus.

- Comfortable using AI tools deal analysis, early screening, and improving conversion. Tech-savviness is a must.

Skill Set:

- Strong communication and articulation skills - memos, IC notes, deal narratives

- CA / MBA from a Tier-1 institution or CFA charterholder

- Ability to work in a fast-paced, high-growth environment

- Comfortable adapting to evolving business needs and ambiguity