Role OverviewThe Assistant Vice President (AVP) – Private Capital & Investing (Real Assets) will be a part of capital raise, origination, and investor relations efforts within the Mumbai Metropolitan Region (MMR). This high-impact, entrepreneurial role focuses on marketing specialized real asset financial offerings—including but not limited to AIFs, REITs, SM REITs, Credits and Private Equity —to institutional and ultra-high-net-worth investors.The ideal candidate brings deep financial modelling expertise, comprehensive knowledge of alternative/real estate asset classes, and an active network of top-tier family offices and HNIs.Core Responsibilities1. Investor Relations & Capital Raising- Target Segments: Build and manage relationships with family offices, HNIs, banks, insurance companies, and PF trusts across Mumbai.- Product Marketing: Actively market sophisticated real asset investment themes and financial structures (AIFs, REIT/SM REIT IPOs, unlisted real assets focussed fund raises).- Revenue Generation: Maintain a sharp focus on yield-generating assets and capital market transactions to achieve commercial targets.2. Deal Origination & Execution- Deal Sourcing: Originate capital market transactions by engaging with asset owners, developers, family offices, and institutional clients.- Financial Analysis: Build, analyse, and present complex financial models and valuation data to diverse investor profiles.- Internal Liaison: Collaborate with internal stakeholders for cross-functional deal origination and investor referrals.3. Compliance & Relationship Management- Regulatory Compliance:
Partner closely with internal and external legal counsel to ensure all transactions meet regulatory standards.- CRM Management: Maintain a rigorous, updated database of clients and active prospects within the MMR ecosystem.Qualifications & Experience- Education: Master’s degree in business, Finance, or Accounting. A Chartered Accountant (CA) designation or an MBA from a premier institution is highly preferred.- Experience: 5+ years of proven experience in capital markets and real estate investment banking, syndication, or private equity.- Network Benchmark: Must possess active, verifiable relationships with at least 25+ HNIs and family offices maintaining an investable surplus of ₹100 Crores and above.- Asset Expertise: In-depth, 360-degree knowledge of real asset classes, including residential, commercial, and alternatives.Technical Skills & Competencies- Financial Modelling: Deep proficiency in advanced Excel, financial modelling techniques, and institutional valuation methods.- Market Intelligence: Thorough understanding of macroeconomics, capital market trends, competitor strategies, and industry-specific metrics.- Communication: Exceptional written and verbal communication skills, with a proven ability to draft highly engaging investment narratives for institutional investors.Key Performance Indicators (KPIs) & Expectations- Commercial Target: Ability to operate independently to run a profitable business unit, with a minimum performance target of 3X of base salary in gross collections.- Work Environment: Proven capability to thrive in a quasi- entrepreneurial ecosystem while maintaining a robust client-first philosophy.
📌 Assistant Vice President – Private Capital & Investing (Real Assets) (Pune)
🏢 ANAROCK
📍 Pune