26/06 Kashbi Mehta
HR Consultant at COE Solution

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Relationship Manager - SME/Mid Market - Real Estate Finance - Banking (8-10 yrs)

Mumbai Job Code: 713777

Responsible for overseeing the following areas :


- End to end Relationship Management with SMEs of the location/city.

- Market Mapping including sizing up of the Industry / Market and crystalizing the target universe and then cherry-picking within the target universe.

- Initiate continuous dialogue with the target universe.

- Identification of potential targets/prospects for Investment Banking proposal(s), in the space of Structured Finance, Debt Syndication (domestic and international finance), Private Equity, M&A, Advisory Services for Capital and Corporate Structuring / Re-structuring.

- Data compilation/collation on the potential targets/prospects, the industry, sector, analyze the target company based on the available information, including financial and generic analysis.

- Support the preparation of pitch books/presentation/ discussion material (PowerPoint or otherwise) for the potential targets/prospects, wherein the credentials of the Firm are well presented, apart from the pitch being made to the prospective clients

- Provide all the required inputs of the potential client/prospects to the management and settle the Pitch Books / Fact Packs, as the case may be.

- Maintaining database and MIS of the potential targets/prospects for showing them various ideas/options/ prospects in various other options Co-ordinate with the execution team for deal processing, once the mandate is signed

Other requirements :

- Should have independently sourced and executed structured deals / transactions and done trouble-shooting, in case required.

- Ability to close the transaction when more than two intermediaries are involved as a prominent /principal representative of the Firm

- Ability to multi-task & work independently

- Ability to network with outside agencies, fund houses, analysts etc.

- Good Analytical and Organizational skills

- Highly-developed verbal and written communication skills

Local linguistic knowledge preferred

Women-friendly workplace:

Maternity and Paternity Benefits

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