1. Organizational Context Job Title GM / AVP Equity fund Raise & Investor Relation Reports to CFO No. of Reportees Direct - Responsibility Level – Mid-Senior Management 2. Role Objective: We are seeking a seasoned Corporate Finance leader to head a critical vertical responsible for capital strategy, fund raising, IPO readiness, investor relations, valuation, and liquidity management. This role will partner closely with the CFO and executive leadership to drive long-term value creation, ensure optimal capital structuring, and build strong investor confidence. 3. Minimum Requirements Level of Education Chartered Accountant / MBA (Finance) or equivalent qualification Work Experience 8 to 12 + years of experience in corporate finance, investment banking, private equity, or similar fields 4. Competencies required for the Job: Responsibilities 1. Capital Raising & Structuring • Lead equity fundraising initiatives, including private placements, strategic investments, and institutional rounds • Develop and execute capital strategy aligned with company growth plans • Manage end-to-end fundraising lifecycle including investor identification, pitch preparation, negotiations, and closure • Build relationships with PE funds, investment banks, and institutional investors 2. IPO Readiness & Execution • Drive IPO preparedness including financial, governance, compliance, and regulatory alignment • Coordinate with investment bankers, legal advisors, auditors, and regulators • Oversee preparation of DRHP / prospectus and related documentation • Establish internal processes and controls required for a listed environment 3. Investor Relations (Pre- & Post-IPO) • Develop and execute investor communication strategy • Serve as the primary interface for investors, analysts, and stakeholders • Prepare investor presentations, earnings materials,



and board communication packs • Ensure consistent messaging aligned with company’s financial and strategic narrative 4. Valuation & Strategic Finance • Lead company valuation exercises using multiple methodologies (DCF, comparables, precedent transactions, etc.) • Support M&A; activities including due diligence, financial modeling, and transaction structuring • Provide insights on value creation levers and capital allocation decisions • Develop robust financial models to support strategic initiatives 5. Cash Flow & Liquidity Management • Oversee cash flow forecasting and liquidity planning • Ensure efficient capital deployment and cost of capital optimization • Efficient upstreaming of Cash from SPVs to parent company 6. Financial Planning & Analysis (FP&A;) Alignment • Collaborate with FP&A; to align financial forecasts with strategic objectives • Support scenario planning and stress testing for funding and liquidity • Drive data-driven decision-making across the organization Skills • Strategic thinking with solid commercial acumen • Exceptional stakeholder management and negotiation skills • Strong analytical and financial modeling capabilities • Excellent communication and presentation skills • High level of integrity and professionalism • Ability to operate in a fast-paced, high-growth environment Preferred Experience • Experience in taking a company through IPO or a major fundraising phase • Exposure to global capital markets and cross-border transactions • Strong exposure to infrastructure, renewable energy, EV, or mobility industries 5. Performance Measures Target Areas Key Result Areas (Targets) Key Performance Indicators (Measurement) Financial Perspective Process Perspective Customer Perspective People Perspective 6. Key Interactions Internal External Government & Statutory Authorities Board and Top Management HOD’s Clients, Vendors, Contractors Audit Teams Name & Signature: Ajanta Banerjee Date: 20th June 2025

📌 Equity fund Raise & Investor Relation -only Equity- Renewable co exp (Mumbai)
🏢 CIEL HR
📍 Mumbai