Opportunity is with one of our client, a fast-growing fintech platform that provides flexible, non-dilutive growth capital to startups and digital-first businesses. The company leverages technology and data-driven underwriting to enable founders to access funding quickly while supporting business growth and expansion.

Capital Consultant

- Experience: 2–6 years
- Background: Strong finance background with experience in finance, sales, and deal execution
- Preferred industries: Funds + NBFCs, or Banks (candidates from funds will be highly preferred)
- Budget- upto 30 LPA
- Location Gurgaon
- Pedigree key: CA/CFA or Tier 1 college preferred
- Exp in credit funds, NBFCs, or IB; deal origination and sourcing focus; own network essential

Key Responsibilities Client Acquisition & Relationship Management

· Identify and engage high-potential startups and SMEs that require growth capital.

· Build a strong pipeline through strategic outreach, referrals, and relationship building.

· Conduct detailed discussions with founders and finance teams to understand their business model, financial position, growth plans, and funding requirements.

· Assess funding parameters including loan size, pricing expectations, collateral/security, repayment structure, and end-use of funds.

· Develop long-term, trust-based relationships by adopting a "co-founder mindset" and serving as a strategic financing partner rather than a transactional advisor.

· Continuously identify opportunities for repeat financing and cross-selling relevant debt products.

Deal Structuring & Execution





· Own the complete deal lifecycle from qualification to successful disbursement.

· Gather, validate, and analyze financial and operational information required for credit evaluation.

· Prepare engagement letters, investment summaries, deal one-pagers, and other transaction documentation with high accuracy.

· Coordinate with internal credit, operations, legal, and product teams to ensure smooth execution.

· Manage multiple live transactions simultaneously while maintaining turnaround timelines and quality standards.

Lender Management

· Present well-structured investment opportunities to lending partners, highlighting business strengths, financial metrics, and risk considerations.

· Coordinate negotiations between clients and lenders to achieve commercially viable funding structures.

· Facilitate documentation, approvals, and due diligence throughout the lending process.

· Resolve bottlenecks proactively to ensure timely closures and an exceptional customer experience.

Portfolio Management

· Monitor funded accounts and maintain ongoing engagement with portfolio companies.

· Track collections and proactively monitor Early Warning Signals (EWS), Days Past Due (DPD), and portfolio health.





· Build long-term client relationships to identify refinancing, top-up funding, and future capital requirements.

· Collaborate with operations and collections teams to ensure healthy portfolio performance.

Process Excellence

· Maintain accurate and up-to-date deal information in HubSpot and internal systems.

· Ensure complete documentation, compliance, and audit readiness across every transaction.

· Resolve client and lender queries promptly while driving adoption of the platform.

· Continuously improve internal processes to enhance deal conversion, turnaround time, and customer satisfaction.

Invoicing & Revenue Realization

· Work closely with Operations to manage invoicing and payment collections.

· Ensure timely realization of fees and smooth closure of commercial transactions.

· Monitor outstanding payments and support resolution wherever required.

Desired Candidate Profile

We are looking for professionals who combine strong financial knowledge with excellent relationship-building skills and an ownership mindset.

Preferred Qualifications

· 4–6 years of experience in NBFCs, banks, fintechs, or financial institutions.

· Exposure to both client-facing and credit/deal execution environments is highly preferred.

· Experience in credit underwriting, financial analysis, term sheet negotiation, or structured lending.

· CA, MBA from a Tier-1 institution, or CFA qualification is preferred.

· Strong understanding of debt products and business financing.

📌 Capital Consultant || 2-6 years || CA / MBA (tier1 college) || ctc upto 30 LPA (Gurugram)
🏢 Talentiser
📍 Gurugram