01 Aug
|
The Guardians Real Estate Advisory
|
Mumbai
01 Aug
The Guardians Real Estate Advisory
Mumbai
About the Role
We are looking for a highly accomplished Senior Investor Relations professional with extensive experience in the Real Estate sector to build, manage, and expand relationships with Family Offices, Ultra High Net Worth Individuals (UHNIs), High Net Worth Individuals
(HNIs), Private Wealth Firms, Institutional Investors, and Investment Advisors.The ideal candidate will play a pivotal role in raising capital for premium residential,commercial, plotted developments, and alternative real estate investment opportunities.
This individual will serve as a trusted advisor to sophisticated investors while identifying new capital sources and strengthening long-term investor relationships.
Key Responsibilities
Investor Relationship Management
- Develop and maintain strong relationships with Family Offices, UHNIs, HNIs, Private Banks, Wealth Management Firms, Institutional Investors, and Investment Advisors.
- Act as the primary relationship manager for key investors throughout the investment lifecycle.
- Understand investor objectives, risk appetite, liquidity requirements, and investment strategies to recommend suitable real estate opportunities.
- Ensure exceptional investor servicing and timely communication.
Capital Raising & Business Development
- Source and onboard recent Family Offices, HNI/UHNI investors, and institutional capital.
- Raise funds for residential, commercial, land, mixed-use, and structured real estate investment opportunities.
- Present investment opportunities, financial projections, market insights, and project feasibility to prospective investors.
- Build a sustainable investor pipeline through networking, referrals, industry events, and strategic partnerships.
- Achieve fundraising and revenue targets.
Investment Advisory
- Advise investors on high-value real estate investment opportunities across luxury residential, commercial, warehousing,
land parcels, and income-generating assets.
- Conduct investment presentations and one-on-one meetings with key stakeholders.
- Assist investors in evaluating ROI, rental yields, capital appreciation, exit strategies and portfolio diversification.
Market Intelligence & Strategic Insights
- Monitor real estate market trends, macroeconomic developments, regulatory changes, and investment opportunities.
- Identify emerging micro-markets and high-growth investment corridors.
- Share market intelligence and investor feedback with senior leadership to support business strategy.
Stakeholder Management
- Collaborate with Sales, Investment Advisory, Legal, Finance, Marketing, and Project teams to ensure seamless transaction execution.
- Coordinate due diligence, documentation, investment agreements, and post-investment support.
- Represent the organization during investor roadshows, networking events, conferences, and developer meetings
Investor Reporting & Compliance
- Maintain an updated investor database and CRM.
- Prepare investor presentations, MIS reports, portfolio updates, investment summaries, and performance reports.
- Ensure all investor communications comply with applicable regulatory and company policies.
Required Qualifications
- Bachelor's degree in Finance, Business Administration, Commerce, Economics, or a related field.
- MBA (Finance/Marketing) is preferred.
- CFA, CA, or other investment-related certifications are an added advantage.
Experience
- 15- 20 years of experience in Investor Relations, Capital Raising, Wealth Management,Private Banking, Institutional Sales, or Real Estate Investments.
- Proven experience in managing relationships with Family Offices, UHNIs, HNIs, and institutional investors.
- Strong understanding of real estate investment products and transaction structures.
- Demonstrated success in fundraising and high-value deal closures.
📌 Senior Investor Relations Manager (Mumbai)
🏢 The Guardians Real Estate Advisory
📍 Mumbai