A leading Financial services and Wealth Management firm is looking for an experienced and resourceful professional to Head their Investment Banking vertical. The firm is looking for an accomplished leader who can build, scale, and institutionalize a high-impact Investment Banking business across Capital Raising, IPO Advisory, M&A;, Strategic Advisory, Valuations, Private Equity, and Corporate Finance solutions. This role is designed for a proven deal maker who understands that successful investment banking is not merely about transaction execution but about creating long-term value for promoters, entrepreneurs, investors, and businesses. The successful candidate will play a pivotal role in building an investment banking franchise that combines market credibility, client relationships, transaction expertise, and business development capabilities. This is a platform-building opportunity where capital markets expertise, strategic advisory, commercial thinking, and execution excellence converge to create long-term value. The ideal candidate should possess strong promoter relationships, deep transaction experience, business development capability, and the ability to build and scale teams. This role carries direct responsibility for transaction origination, fee generation, client acquisition, business development, and franchise growth. Build and scale the Investment Banking platform in alignment with the organization's long-term growth objectives. Originate and execute Investment Banking mandates across IPOs, Fund Raising, M&A;, Strategic Advisory, and Corporate Finance transactions.



Build and mentor a high-performance Investment Banking team. Represent the organization at industry forums, investor meetings, conferences, and networking events. Extensive experience in Investment Banking, Corporate Finance, and Capital Markets. Deep expertise in Mergers & Acquisitions, Strategic Advisory, and Corporate Restructuring. Experience in Private Equity, Venture Capital, and Fund Raising mandates. Proven track record of originating and executing Investment Banking transactions. Strong understanding of Valuation Methodologies, Financial Structuring, and Transaction Advisory. Experience in working with Promoters, Boards, CXOs, Investors, and Financial Sponsors. Understanding of regulatory frameworks applicable to Investment Banking and Capital Markets. Strong network across Corporate India, Investor Community, and Capital Market Participants. Financial Modelling and Advanced Valuation Techniques. Due Diligence and Financial Analysis. AI-enabled Business Development and Prospect Mapping Tools. Capital Market Databases and Financial Information Platforms. Advanced Excel, PowerPoint, and Financial Presentation Skills. CRM Platforms and Client Relationship Management Systems. Data Analytics and Market Intelligence Tools.



Business Building and Revenue Leadership. Deal Origination and Commercial Negotiation Skills. Team Building, Mentoring, and Performance Management. Strategic Thinking and Long-Term Business Planning. Project Management and Transaction Coordination. Commercial Acumen and P&L; Orientation. Ability to create scalable and sustainable Investment Banking businesses. MBA (Finance), CA, CFA, or equivalent professional qualification from a reputed institution. Additional certifications in Valuation, Corporate Finance, Investment Banking, or Capital Markets preferred. NISM Certifications will be an added advantage. Experience Minimum 12–18 years of relevant experience in Investment Banking, Corporate Finance, Capital Markets, or Transaction Advisory. Experience with Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Big 4 Transaction Advisory Practices, or Capital Market Institutions preferred. Have strong promoter, entrepreneur, investor, and corporate relationships. Demonstrate experience building and scaling Investment Banking businesses rather than only executing transactions. Have experience leading and mentoring deal teams. Possess strong commercial orientation and ownership mindset. Demonstrate long-term relationship-building capability rather than transaction-focused thinking. Candidates from Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Capital Market Institutions, and Transaction Advisory Businesses will be prefered.

📌 Investment Manager - M&A (Mumbai)
🏢 Talent corner
📍 Mumbai