We are hiring!
Deal Operations Manager (Funding Origination)
Deal Operations Manager | Banking Operations | Corporate Finance | CRM
Experience 8-12 Years
Location: Pune (WFO)
Employment Type: Full-Time
About the Role
We are looking for an experienced Deal Operations Manager to drive operational excellence across the funding origination lifecycle. The role involves managing CRM, deal tracking, documentation, reporting, partner administration, and process governance while working closely with business development and fund management teams.
Key Responsibilities
Manage the complete deal lifecycle from lead generation to funding.
Own and administer CRM platforms (HubSpot/Salesforce/Zoho).
Track pipeline progress and maintain data accuracy.
Manage Channel Partner onboarding, agreements, and documentation.
Track commissions, referral ownership, and incentive eligibility.
Generate weekly and monthly MIS reports and dashboards.
Maintain document repositories with proper version control.
Drive process improvements and workflow automation.
Ensure compliance with internal processes and governance standards.
Lead operational teams, onboarding, and performance management.
Required Skills
Banking Operations
Corporate Finance Operations
Deal Desk
CRM Administration
HubSpot / Salesforce / Zoho
Advanced Excel
Power BI
SharePoint
MIS Reporting
Process Improvement
Stakeholder Management
Preferred Qualifications
MBA (Operations / Finance / Commerce)
Pay: ₹15,161.02 - ₹58,388.27 per month
Work Location: In person
