Relationship Manager/Senior Relationship Manager - Transaction Advisory - Buy Side - Real Estate Sector

MBA Tier I/CA_5 to 9 Years_Mumbai

About Company:

Our client is a boutique Investment Banking firm with headquarters in Mumbai and five regional offices across India. It is focused on Real Estate Vertical. It is growing the business for SME/MID MARKET space (non-real estate - all sectors). It provides the following services on the Real Estate side - Syndication (Equity/Debt), Land Intermediation services, Strategy Advisory & Asset Management. It provides the following services on SME/MID-MARKET side - Syndication - Traditional products (Working Capital/Term loan/non-fund limits), Structured Finance, Corporate Advisory, Equity Capital Raise. During the period of financial year 23-24 it plans to venture into setting up an Asset Management Company to start a Real Estate Fund. In near future it plans to expand to a lending based fintech for Mid-market/SME'S. It is formed by senior erstwhile bankers & Investment Banker with extensive knowledge and experience of financing, fundraising and investments advisory.

The team has combined experience of over 5 decades in Real Estate financing and have executed transactions worth over ~INR 18,000 crores across key markets. The team has successfully executed transactions across all the services listed.

Designation: RM (Real Estate - Buy Side)

Experience: 5 to 9 years of experience of working with BANK/NBFC/AIF in real estate space

Location:Mumbai

Qualification: CA or MBA Tier I/TierII Institutes only

Why explore this opportunity:

- Opportunity to work with fast growing Investment Bank. It is an investment bank backed by strong knowledge of sectors it operates, Strong relationships with clients and performance of almost a decade

- Flat organization structure allowing for wider exposure.

- Culture of learning & goal orientation.

- Dynamic and creative work atmosphere along with passionate teammates and great leaders to work with.

- You'll be instilled with the value of hard work, ownership, and self-sustainability.

- We give you larger responsibility.

Key Individual Growth areas:

Enhance Deal Skills - Investment banking requires more refined skill as compared to direct lending.

Faster growth trajectory - Compared to larger financial institutes - this creates opportunity to be somebody rather than be a nobody in a larger institute.

Sector: BANK/NBFC/FUND - Real Estate Financing, SME/MIDMARKET - BANK/NBFC

Job Brief:

New Client Acquisition, Existing Client new business generation, Deal Structuring and Deal conclusion - Buy Side, work along with sell side to close transaction.

Roles & Responsibilities:

- To generate business across real estate sector (Syndication, Land Intermediation, Asset Management, Strategy)

- To be updated with the Real Estate Market and wholesale funding in Real Estate. To define and align the target universe.

- Identification of prospects for Real Estate Developer funding. To work on Target List

- Key Account Management for Revenue and Referrals

- To handle the transaction lifecycle from prospecting, sourcing to recovering fees.

- To participate and negotiate Stakeholders for Mandates, closure of Term Sheets and finalization of Deal Structure

Support the preparation of Collaterals including:

- Pitch Book

- Analysis of the Proposal (Funding/Land/Strategy/Asset Management)

- Information Memorandum and Cash flow statements for the Transaction

- Deep Knowledge on Industry - both formal and informal information.

Requirements, Desired Skills and Experience:

- 5 to 9 years of experience of working with BANK/NBFC/AIF in real estate space or working in BANK/NBFC in SME/MIDMARKET SPACE.

- Management Qualification from Category A institutes.

- Essentials Skills: Networking, Interpersonal, Analytical and Organizational, Deal Skills, independently handle Negotiations.

- Desirables Skills: Multitasking & working Independently, Local Linguistic

- Proven track Record in fast paced, high Growth & Competitive Environment

- Ability to work with multiple Stake holders both internal and external temperament to be able to handle the conflicting situations