Real Estate Funds
ï‚· Create client friendly, world-class and high impact Pitch book, Teaser, Brochures,
Fund collateral
ï‚· Create training packs and educational materials for Distributors, Channel Partners,
IFAs, RMs, Investors, etc.
ï‚· Understand broad tax regulatory and legal framework related to the:
(a) Deals and products
(b) AIF/PMS/NBFC vehicles
ï‚· Build strong network and relationships with all partners, distributors, investors
ï‚· Get in place proper agreements, fee sharing terms and due diligence forms for all
partners
ï‚· Maintain Investor MIS and database with weekly updates on progress
ï‚· Scan the market and evaluate various new funds in RE space. Keep track of
competitors’ business models
ï‚· 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.