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 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 1-2 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