Associate – Trade Finance & Working Capital Origination

Job Description

Associate Origination (Working Capital & Trade Finance)

Location: India (Backend / Offshore Support Office)

Coverage: GCC & Asia Markets

Employment Type: Full-Time

Industry: Financial Advisory & Consulting

About Graystone Capital

Graystone Capital is a financial advisory and consulting firm specializing in working capital solutions, trade finance, long-term financing, and growth capital advisory for SMEs, mid-sized corporates, and large enterprises across the GCC and Asia.

As part of our expansion, we are setting up a backend support center in India to support our regional offices through structured business origination and pipeline development.

Role Overview

The Associate Origination (Working Capital & Trade Finance) will be responsible for originating and qualifying business opportunities remotely for Graystone Capitals GCC and Asia offices.

The role involves identifying potential SME and mid-sized corporate clients, initiating outreach, qualifying financing requirements, and supporting senior advisory teams by building and managing a robust origination pipeline. This is a sales-oriented yet process-driven role, operating entirely from the Indian office.

Key Responsibilities

Business Origination & Lead Generation

• Identify SMEs and mid-sized corporates across GCC and Asia requiring:
• Working capital facilities
• Trade finance solutions (LCs, BGs, SBLCs, structured trade)
• Generate leads through:
• Market research
• LinkedIn and professional platforms
• Databases and referrals

Opportunity Qualification

• Conduct initial screening of prospects based on:
• Business profile
• Financing requirement
• Jurisdiction and banking readiness
• Prepare concise opportunity summaries for internal review
• Escalate qualified opportunities to relevant regional teams

Outreach & Coordination

• Support outbound outreach through:
• Introductory emails
• Follow-ups
• Meeting coordination for GCC & Asia teams
• Maintain professional communication aligned with financial advisory standards

Pipeline & Process Management

• Maintain accurate records of leads and opportunities
• Track follow-ups, status updates, and conversions
• Prepare periodic origination and pipeline reports for management

Internal Collaboration

• Work closely with:
• GCC & Asia advisory teams
• Research and marketing support teams
• Ensure smooth handover of qualified opportunities

Candidate Profile

Experience & Background

• 26 years of experience in:
• Business development
• Origination support
• Corporate banking / trade finance / financial services
• Prior banking experience (corporate banking, trade finance, SME banking) is a strong advantage

Skills & Competencies

• Strong sales and origination mindset
• Basic understanding of:
• Working capital products
• Trade finance instruments
• Excellent written and verbal English communication
• High level of follow-up discipline and ownership
• Comfortable working with overseas teams and time zones

Technical Skills

• Proficiency in:
• CRM systems
• Excel and PowerPoint
• Familiarity with LinkedIn Sales Navigator and research tools preferred

What We Offer

• Exposure to international GCC & Asia markets
• Structured origination and advisory environment
• Career growth in corporate finance and banking advisory
• Opportunity to work closely with senior advisory professionals

How to Apply

Interested candidates may apply via LinkedIn or share their resumes at:

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