CA Monk | Investment Banking Specialist

2 days ago


india CA Monk Full time

🎓Qualification: Chartered Accountant (1st or 2nd attempt)

📍 Location: Pune

🌐 Domain: Investment Banking (Sellside)

🏢Work type: On-site/In-office

💼 Experience: 4+ Years


About the Role::

As a Senior Relationship Manager in the Real Estate Sell-Side division, you will be responsible for managing the end-to-end lifecycle of transactions, ensuring successful deal closures, and driving the firm’s growth strategy in the assigned region. This role involves working closely with the location head to oversee deal structuring, lender relationships, and P&L responsibilities.


🎯Key Responsibilities:

Transaction Management:

  • Oversee transactions from proposal generation to disbursement and fee collection.
  • Collaborate with buy-side teams to structure deals, prepare Information Memorandums (IMs), secure term sheets/sanctions, and facilitate documentation.

Lender Relationship Management:

  • Map the lending landscape within the region and establish strong networks with banks, NBFCs, real estate debt/equity funds, and investors.
  • Maintain long-term relationships to support fundraising efforts.

Strategic Leadership:

  • Partner with the Regional Director to define and implement strategies for the region’s real estate business.
  • Contribute to achieving P&L targets and operational excellence.

Sector Expertise:

  • Build and maintain in-depth knowledge of real estate financing trends, market opportunities, and competitor activities.
  • Provide insights on valuation, deal analysis, and sector-specific opportunities.

Team Leadership:

  • Guide and manage team members, fostering a motivated and results-driven environment.
  • Support skill development to ensure high-performance standards.


💻Desired Skills & Experience:

  • Professional Background:
  • 4+ years of experience in banks, NBFCs, real estate AIFs, or reputed investment banks.
  • Exposure to wholesale real estate lending is essential.
  • Key Competencies:
  • Strong understanding of real estate financing and risk assessment.
  • Proven ability to build relationships, close deals, and deliver results.
  • Leadership capabilities with a proactive and self-motivated approach.
  • Exceptional communication and negotiation skills.



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