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 Capital’s 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 2–6 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: jobs@graystonefs.com

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s.a@graystonefs.com

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