Relationship Manager - BFS

Capital Consultant

- 2-8 years

- Gurgaon

- Full-Time

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 Recur Club 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-pagers for accuracy and compliance.

Lender Coordination:

- Present meticulously curated deals to lenders, distilling key insights to catalyse swift closures.

- Orchestrate lender-side documentation and escalate friction points with urgency and finesse.

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) with strong written communication memos, IC notes, deal narratives.

- Ability to manage multiple deals simultaneously.

- End-to-end ownership mindset where 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.