Loan Consultant

Job Title: Loan Consultant – Corporate & Business Finance

Location: off no 403 D-77 sec 63 Noida

Department: Debt Funding & Financial Advisory

Company: Connect Ventures Group

About Connect Ventures: Connect Ventures is a fast-growing business advisory and global expansion consulting firm helping Indian businesses scale across borders. Alongside our international business advisory practice, we provide comprehensive financial solutions including debt funding, structured finance, business advisory, FEMA compliance, international taxation, corporate structuring and strategic growth consulting.

Our debt funding vertical works with Banks, NBFCs, Financial Institutions, Private Credit Funds, Family Offices, UHNIs and Alternative Lenders to help businesses secure the most suitable financing solutions.

We believe that funding is not merely about arranging loans—it is about understanding businesses, identifying opportunities and creating sustainable financial solutions.

About the Role: We are looking for an intelligent, commercially driven and client-focused Loan Consultant who enjoys solving business finance challenges.

This role goes far beyond tele-calling or loan sales. You will work closely with entrepreneurs, MSMEs and corporates to understand their business, evaluate their financial position, identify suitable funding structures and coordinate with multiple lending institutions until successful disbursement.

If you enjoy interacting with business owners, analysing financial statements, negotiating with lenders and successfully closing complex financial transactions, this role offers excellent career growth.

• Key Responsibilities: Client Advisory & Relationship Management. Understand clients' business models and funding requirements.
• Conduct detailed discussions with promoters and business owners.
• Identify the most suitable debt products based on business requirements.
• Build long-term relationships with clients through professional advisory.
• Financial Analysis: Analyse Financial Statements.
• Review Balance Sheets, Profit & Loss Accounts and Cash Flow Statements.
• Understand banking behaviour and financial ratios.
• Assess repayment capacity and funding eligibility.
• Identify strengths and concerns before approaching lenders.

Loan Structuring: Recommend and structure various financing solutions, including:

• Working Capital Finance
• Cash Credit
• Overdraft
• Term Loans
• Machinery Loans
• Project Finance
• LAP (Loan Against Property)
• Business Loans
• MSME Loans
• Startup Funding (Debt)
• Supply Chain Finance
• Invoice Discounting
• Trade Finance
• Export Finance
• CGTMSE-backed Loans
• Structured Debt Solutions
• Documentation & Processing: Collect and verify client documentation.
• Prepare loan proposals.
• Coordinate with banks and NBFCs.
• Resolve documentation queries.
• Track applications till sanction and disbursement.
• Ensure timely completion of compliance requirements.
• Lender Relationship Management: Build strong working relationships with Banks and NBFCs.
• Negotiate commercial terms.
• Coordinate with credit teams.
• Resolve underwriting queries.
• Explore alternate funding avenues whenever required.
• Business Development: Convert qualified leads into successful funding mandates.
• Cross-sell advisory services wherever appropriate.
• Generate referrals from satisfied clients.
• Build relationships with Chartered Accountants, Company Secretaries, Consultants and Business Advisors.

Desired Candidate Profile: We are looking for professionals who possess:

Educational Qualification Preferred:

• MBA (Finance)
• CA Inter / CA
• CMA
• CFA
• B.Com / M.Com
• Finance Graduates with relevant experience

ExperiencePreferred experience:

• 2–8 years

Experience in one or more of the following:

• Bank Loan Processing
• Corporate Banking
• SME Banking
• Credit Analysis
• Loan Consultancy
• NBFC Operations
• Financial Advisory
• Working Capital Finance
• Business Loans
• Credit Underwriting

Freshers with exceptional financial aptitude and learning attitude may also be considered.

Required Skills:

Technical Skills

• Financial Statement Analysis
• Ratio Analysis
• Credit Assessment
• Loan Documentation
• Banking Products
• Microsoft Excel
• Financial Modelling (basic understanding preferred)
• Proposal Preparation
• Business Communication

Soft Skills:

• Excellent communication skills
• Strong analytical ability
• Problem-solving mindset
• Negotiation skills
• Relationship management
• Client handling
• Attention to detail
• Professional ethics
• Ownership mindset

What Will Make You Successful?You will thrive in this role if you:

• Think like a financial consultant rather than a salesperson.
• Enjoy interacting with entrepreneurs.
• Can simplify complex financial information.
• Build trust with clients.
• Work independently.
• Follow up persistently without being pushy.
• Take ownership until successful loan disbursement.

Why Join Connect Ventures? At Connect Ventures, you won't just process loan files—you'll become a trusted business finance advisor.

We offer:

• Exposure to diverse industries and business models
• Opportunity to work with Banks, NBFCs, Private Credit Funds and Investors
• Learning across corporate finance, business advisory and international business
• Performance-driven incentives with significant earning potential
• Fast career progression based on merit
• Continuous learning and professional development
• Collaborative and entrepreneurial work culture
• Compensation: Competitive Fixed Salary
• Attractive Performance Incentives
• Additional Rewards for Exceptional Closures
• Career Growth based on Performance

Ideal Candidate: The ideal Loan Consultant is someone who can confidently sit across the table from a business owner, understand the business within a short span, analyse financial information, recommend the right funding solution, coordinate with lenders, overcome obstacles during credit processing and successfully close the transaction while building a long-term advisory relationship.

How to Apply: If you believe finance is about creating business opportunities rather than merely processing loan applications, we would love to hear from you.

Join Connect Ventures and become part of a team that empowers businesses with smart financial solutions while helping them achieve sustainable growth.