CRM - Management Trainee

Urgent Hiring Management Trainee CRM

Experience: 0-1 years of experience in Working Capital, Term Loans, Project Finance, Stressed Asset Financing, Special Situations Financing, Debt Restructuring or Equity Funding.

About Company: -

FinLender stands as Indias premier and most rapidly expanding investment banking institution, boasting a well-documented history of success. We proudly hold the position of being the leading financial services, consultancy, and advisory firm, catering to the needs of Corporates, MSMEs, and Enterprises in domains encompassing Fundraising, Debt Resolution, Investment Banking, and Vital Funding Solutions.

Location:

Noida, India

Department:

Debt Syndication

Position: Management Trainee - CRM

Employment Type: Full Time

Experience: 0-1 relevant experience

Qualification: M.B.A. in Finance or equivalent degree.

Freshers can apply

About Role:

This role requires a proactive professional with strong client acquisition, relationship management, and financial expertise to drive business growth through remote or online sales activities, while effectively collaborating with internal and external stakeholders. The candidate will be responsible for achieving revenue targets by identifying new business opportunities, building and maintaining client relationships, and ensuring seamless execution of indirect sales strategies. Additionally, the role demands a strategic approach to align remote sales efforts with organizational goals, contributing to overall business growth and success.

• Proven expertise in deal sourcing for Debt Syndication, Stressed Asset Financing, Special Situations Financing, Debt Restructuring Opportunities, and Equity Funding from remote indirect online sales.
• Excel in identifying and assessing potential applications, leveraging expertise in financial projections, credit risk analysis, and market trend reporting to track client performance.
• Develop and execute client acquisition and relationship strategies to drive funding proposals and business growth.
• Responsible for preparing, negotiating, finalizing, and securing term sheets, ensuring all conditions are met, and overseeing the disbursement of funds for smooth execution of financing agreements.
• Sound knowledge of reviewing funding teasers, financial models, cash flow statements, audited financials and information memorandums to support effective decision-making.
• Skilled in client servicing, including tailored assistance throughout the client lifecycle, due diligence, and risk assessments.
• Generate leads through remote or open market sales activities including tele-calling, data-mining (e.g., NCLT, DRT, IBC, SARFAESI notices), and networking with channel partners to meet monthly sales targets.
• Ensure seamless client onboarding, portfolio management, and ongoing service excellence through remote engagement and effective communication.
• Act as a liaison between clients, internal teams, and external stakeholders, including bank or financial institution recovery teams, to ensure smooth operations.
• Engage with clients and channel partners through calls, emails, and meetings to maintain strong relationships and drive business growth.

• 11. Meet project timelines and quality standards while ensuring compliance with regulatory and organizational requirements.
• 12. Responsible for sourcing and generating new business opportunities to expand the client base and achieve revenue targets.
• 13. The candidate must consistently meet or exceed monthly targets in terms of revenue generation, sanctions, and disbursements.

Skills & Abilities:

1. Strong analytical, communication, and negotiation skills to effectively manage client relationships and drive business growth through remote sales activities.

2. Ability to thrive in dynamic market conditions, meet tight deadlines, and deliver results under pressure while ensuring compliance with industry regulations and company standards.

3. Proactively identify opportunities to improve processes, enhance efficiency, and achieve performance goals through data mining, networking, and client engagement.

4. Demonstrated ability to generate leads.