pitch books, teasers, brochures, and fund collaterals
.
Develop
training packs and educational materials
for distributors, channel partners, IFAs, RMs, and investors.
Understand broad
tax, regulatory, and legal frameworks
related to:
(a) Deals and products
(b) AIF/PMS/NBFC vehicles
Build strong
networks and relationships
with partners, distributors, and investors.
Establish proper
agreements, fee-sharing terms, and due diligence processes
with all partners.
Maintain and update
Investor MIS and databases
weekly.
Conduct
market scanning
to evaluate new funds in the Real Estate space and monitor competitor models.
Lead
marketing of onshore and offshore funds
.
Expand the investor base including
LPs and co-investors
.
Develop understanding of
Real Estate NCDs, PE deals
, and manage financial closure of transactions.
2. Investment Banking
Expand
investor relations
and drive closure of investment banking deals.
3. Compliance & Reporting
Ensure compliance and prepare reporting required for
investors, distributors, and regulatory frameworks
.
Education Qualification
Post-Graduate in
Finance and/or Marketing
.
Professional qualifications such as
CFA or CA
preferred.
Years of Experience
2-5 years
of relevant experience.
Prior experience in
financial services, private wealth management, or investment funds
is preferred.
Required Skill Set
Strong
presentation skills
.
Excellent
financial acumen
.
Strong
networking and relationship-building
ability.
Deep understanding of
financial products and markets
.
Proficiency in
Excel
and well-versed with the
MS Office suite
.
Job Types: Full-time, Permanent
Pay: Up to ₹1,500,000.00 per year
Benefits:
Cell phone reimbursement
Application Question(s):
Are you familiar with AIF, PMS, NBFC, or real estate investment products? Please give examples.
Do you have experience in preparing pitch books, investment collaterals, or investor presentations?
Current CTC
Expected CTC
Notice Period
Current Location
Are you comfortable working in Worli?
Work Location: In person
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