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.
Who are we looking for
Relevant Experience from 2-4 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
