Real Estate Funds
Create client friendly, world-class and high impact Pitch book, Teaser, Brochures,
Fund collateral
Create training packs and educational materials for Distributors, Channel Partners,
IFAs, RMs, Investors, etc.
Understand broad tax regulatory and legal framework related to the:
(a) Deals and products
(b) AIF/PMS/NBFC vehicles
Build strong network and relationships with all partners, distributors, investors
Get in place proper agreements, fee sharing terms and due diligence forms for all
partners
Maintain Investor MIS and database with weekly updates on progress
Scan the market and evaluate various new funds in RE space. Keep track of
competitors’ business models
Marketing of Clients funds (onshore & offshore)
Increase Clients universe of investors, LP’s, Co-investors
Understanding of RE NCD’s and PE deals, financial closure of transactions
2. Investment Banking
Expand investor relations to close Investment banking deals
3. Compliance and reporting required for Investors, distributors, etc.