Role & responsibilities
Assist in compiling and analysing financial data, transaction details, and key financial metrics to support investment evaluations, prepare financial summaries, and facilitate informed decision-making by the Head of Transaction Advisory.
Collect, organize, and maintain financial, legal, technical, and commercial documents required for transaction evaluation and due diligence.
Coordinate with internal teams and external consultants to obtain the required information and track pending documents.
Maintain systematic transaction records for easy access, reference, and reporting.
Assist in preparing investment notes, business proposals, transaction summaries, financial presentations, and pitch decks based on inputs provided by the Head of Department and relevant teams.
Organize financial and transaction-related information into structured presentations and reports. Ensure accuracy, consistency, and quality of information presented in all departmental collaterals.
Coordinate meetings with investors, developers, landowners, brokers/Institutional Property Consultants (IPCs), and other external stakeholders.




Maintain meeting schedules, prepare discussion materials, record minutes of meetings, and track action items.
Ensure timely follow-ups with internal and external stakeholders on pending information, commitments, and transaction-related activities.
Develop, update, and maintain databases of developers, landowners, brokers, investors, and other relevant business contacts.
Compile and organize transaction benchmarks and market information as required by the department.
Ensure data accuracy, completeness, and easy accessibility to support business development and transaction-related discussions.
Maintain accurate and up-to-date records of business prospects, investor details, counterparties, and transaction progress in the CRM platform.
Update pipeline information based on inputs received from the Head of Department and other stakeholders.
Track pending activities, follow-ups, and key milestones to facilitate effective monitoring of business opportunities.

📌 Transaction Advisor Mumbai
🏢 Nisus Finance
📍 Mumbai