Principal Investment Banking Advisory Services Department:

Investment Banking / Advisory Designation: Principal

Location: Mumbai, Maharashtra

Employment Type: Full-Time

About the Role

We are looking for an experienced and commercially driven Principal Investment Banking Advisory Services to lead and grow our Investment Banking Advisory practice. The role will involve working closely with founders, promoters, CXOs, investors, HNIs, family offices, private equity/venture capital funds, and institutional investors across strategic and financial transactions. The ideal candidate should have strong experience in investment banking, M&A;, fundraising, private capital raising, financial advisory, transaction execution, and client relationship management, with a proven ability to originate and independently drive transactions from initial mandate through closure. This is a senior leadership role for someone who can combine deal-making capability, strong financial acumen, business development, and relationship management.

Key Responsibilities

1. Investment Banking & Transaction Advisory

Lead end-to-end sourcing to execution of investment banking mandates including: Mergers & Acquisitions (M&A;) Private Equity / Venture Capital fundraising Strategic investments Pre-IPO and IPO advisory Debt raising and structured finance Business restructuring and strategic advisory Secondary transactions and promoter stake transactions

Evaluate transaction opportunities and develop appropriate transaction structures.

Lead financial analysis, valuation, transaction modelling, due diligence and deal structuring.

Prepare and review financial models, valuation reports, Information Memorandums, pitch books, teasers and investor presentations.

Coordinate with legal, financial, tax, compliance and other external advisors throughout the transaction lifecycle.

Manage negotiations and support clients through term-sheet, due-diligence and transaction-closing processes.

2. Deal Origination & Business Development

Develop and maintain strong relationships with founders, promoters, CXOs, investors, PE/VC funds, family offices, HNIs and institutional investors.





Identify and originate recent investment banking and advisory opportunities.

Build a strong deal pipeline through existing relationships, industry networks, referrals and proactive outreach.

Conduct senior-level discussions with prospective clients and understand their strategic and financial requirements.

Prepare and deliver client pitches, transaction proposals and mandate presentations.

Own revenue generation and conversion of qualified opportunities into mandates.

Build long-term relationships with clients and identify cross-selling opportunities across advisory and capital market services.

3. Deal Execution & Client Management

Act as the primary senior point of contact for key clients and transaction stakeholders.

Independently manage multiple mandates simultaneously while ensuring quality and timely execution.

Lead transaction teams and coordinate analysts, associates and other internal stakeholders.

Review all major deliverables before they are presented to clients or investors.

Track transaction timelines, deliverables, risks and dependencies.

Ensure high standards of confidentiality, professionalism and client service.

4. Financial Analysis & Valuation

Conduct detailed company and industry analysis.

Develop and review financial models including: DCF Comparable Company Analysis Precedent Transactions Trading Multiples Transaction Models Scenario & Sensitivity Analysis

Evaluate business performance, unit economics, profitability, cash flows and growth potential.

Assess transaction attractiveness and provide strategic recommendations to clients.

Translate complex financial analysis into clear commercial insights for founders and senior management.

5. Team Leadership & Practice Building

Mentor and develop Associates,



Analysts and other junior team members.

Establish strong processes and quality standards for transaction execution.

Build frameworks for deal evaluation, financial analysis, research and client servicing.

Contribute to building and scaling the Investment Banking Advisory practice.

Represent the firm at industry conferences, investor forums, founder meetings and other relevant platforms.

Develop sector expertise and continuously monitor market trends, transactions and investor activity.

Key Performance Indicators The role will be measured on:

Investment Banking revenue generated

Number and value of mandates originated

Deal closure value

Deal pipeline and conversion ratio

Client acquisition and retention

Transaction execution quality and timelines

Investor / institutional relationships developed

Team productivity and development

Contribution to overall Investment Banking practice growth Required

Experience

Relevant experience in Investment Banking, M&A;, Corporate Finance, Transaction Advisory, Private Equity, Venture Capital, or a closely related field.

Proven experience in originating and executing investment banking/advisory transactions.

Strong track record in at least two or more of the following: M&A; Private Equity / VC fundraising Capital raising Pre-IPO / IPO advisory Debt raising Structured finance Strategic advisory

A strong existing network across founders, promoters, investors, PE/VC funds, family offices, HNIs or institutional investors will be highly preferred.

Experience managing senior client relationships and leading transaction teams.

Strong understanding of Indian capital markets and the broader investment banking ecosystem.

Demonstrated ability to independently manage transactions from origination to closure.

Educational Qualifications

MBA / PGDM in Finance from a reputed institution preferred.

CA / CFA / CFM or equivalent skilled qualification will be an advantage.

Candidates with strong transaction experience may be considered irrespective of additional professional qualifications.

📌 Investment Banking Advisory Services (Mumbai)
🏢 VRecruit First
📍 Mumbai