Company Overview

Capwise Financial Services Pvt. Ltd. (CFPL) is a financial services company catering to companies across all segments and all sectors in India. They offer customized financial advisory services and best finance strategy for the company’s growth. With full-fledged investment banking services including debt syndication, private equity, advisory, M&A, and more, Capwise focuses on innovative solutions and fast deal closures in the Indian lending space. They have successfully built a reputation in debt syndication and project finance.

Job Overview

As a Relationship Manager at Capwise Financial Services Private Limited, you will be responsible for managing client relationships and identifying opportunities for revenue generation. This mid-level position requires 4 to 6 years of experience and is based in Mumbai and Mumbai Suburban. This is a Full-Time role that requires skills in Project Management, CRM, Interpersonal Skills, Analytical Skills, Communication, Lead Generation, Debt Syndication, and Revenue Generation.

Qualifications and Skills

• Project Management
• Customer Relationship Management (CRM)
• Interpersonal Skills
• Analytical Skills
• Communication
• Lead Generation
• Debt syndication
• Revenue Generation

Roles and Responsibilities

• Manage client relationships and serve as the main point of contact for clients
• Identify opportunities for revenue generation through cross-selling and upselling financial services
• Collaborate with internal teams to ensure client satisfaction and successful deal closures
• Conduct market research and analysis to identify new business opportunities
• Create and maintain strong relationships with existing and potential clients
• Assist in debt syndication and project finance activities to meet client needs