CA Monk - Relationship Manager - Real Estate Financing

About the Firm:

The firm is a leading boutique investment banking and financial advisory firm, headquartered in Mumbai with regional offices across India. It has a strong focus on the Real Estate vertical and is expanding its business in the SME/Mid-Market segment across non-real-estate sectors.

On the Real Estate side, the firm offers Syndication (Equity/Debt), Land Intermediation, Strategy Advisory and Asset Management services. Its SME/Mid-Market practice provides traditional syndication products (Working Capital and Term Loans/Non-Fund Based Limits), Structured Finance, Corporate Advisory and Equity Capital Raise services. The firm also plans to expand into a lending-based fintech platform for Mid-Market/SME clients.

The firm is founded and led by experienced bankers and investment banking professionals with extensive expertise in financing, fundraising and investment advisory. The team brings together over five decades of experience in Real Estate financing and has executed transactions worth approximately INR 20,000 crore across key markets.

What We Look For:

• A strong bias for action, deal-making and speed, balanced with perfection and goal orientation.
• Decision-making guided by the ethos: Customer > Company > Team > Me.
• The ability to thrive in a flat, transparent and open organisation.
• A self-starter mindset, ownership of company and team goals, and a strong desire to learn and grow.

Why Explore This Opportunity?:

• Opportunity to work with a fast-growing, investment banking-led financial advisory platform with strong sector knowledge, client relationships and an established track record.
• A flat organisational structure that enables wider exposure and direct involvement in transactions.
• A culture focused on learning, ownership and goal orientation.
• A dynamic and creative work environment with passionate teammates and experienced leadership.
• An opportunity to build hard work, ownership and self-sustainability into your professional approach.
• Greater responsibility and the opportunity to make a visible contribution.

Key Individual Growth Areas:

• Enhance deal-making skills: Investment banking requires more refined deal skills compared with direct lending.
• Accelerated growth trajectory: Compared with larger financial institutions, the role offers the opportunity to take ownership, build expertise and make a meaningful impact.

Sector Coverage:

Bank / NBFC / Fund - Real Estate Financing; SME / Mid-Market - Bank / NBFC.

Job Brief:

Drive new client acquisition and generate new business from existing clients. Originate, structure and conclude deals on the buy side, while working closely with sell-side participants and other stakeholders to successfully close transactions.

Roles & Responsibilities:

• Generate business across the Real Estate sector, including Syndication, Land Intermediation, Asset Management and Strategy Advisory.
• Stay updated on the Real Estate market and wholesale funding landscape; define and align the target universe.
• Identify prospects for Real Estate developer funding and build, maintain and execute target lists.
• Manage key accounts to drive revenue generation and referrals.
• Handle the complete transaction lifecycle, from prospecting and sourcing to deal execution and fee recovery.
• Participate in stakeholder discussions and negotiations for mandates, closure of term sheets and finalisation of deal structures.
• Support the preparation of transaction collaterals and documentation, including:

• 1. Pitch books.
• 2. Analysis of proposals relating to funding, land, strategy and asset management.
• 3. Information memoranda and cash-flow statements for transactions.

• Develop deep knowledge of the industry, including both formal and informal market intelligence.

Requirements, Desired Skills & Experience:

• 7+ years of experience working with a Bank, NBFC or AIF in the Real Estate space, or working with a Bank/NBFC in the SME/Mid-Market segment.
• Management qualification from a Category A institute.
• Essential skills: Networking, interpersonal effectiveness, analytical and organisational skills, deal-making ability, and the ability to independently manage negotiations.
• Desirable skills: Multitasking, ability to work independently and local-language proficiency.
• A proven track record in a fast-paced, high-growth and competitive environment.
• Ability to manage multiple internal and external stakeholders and handle conflicting situations with maturity.

Preferred Candidate Profile:

• Senior Relationship Managers, Team Managers and business-side professionals from ECG, SME or Mid-Market teams of banks, NBFCs and other financial institutions.
• Senior Relationship Managers and Team Managers from HFCs, Real Estate funds, IPCs and consulting firms.
• Senior Business Development Managers and finance professionals working with Real Estate developers.