Job Description

A leading Financial services and Wealth Management firm is looking for an experienced and resourceful professional to Head their Investment Banking vertical.

n

n

About the Job

n

n

Build. Advise. Execute — At the Strategic Capital End of Markets

n

n

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.

n

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.

n

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.

n

The role goes far beyond managing mandates.

n

The incumbent will be expected to originate opportunities, build promoter relationships, develop transaction pipelines, create strategic partnerships, and establish the firm as a trusted advisor across the corporate ecosystem.

n

This is not a maintenance role.

n

This is a platform-building opportunity where capital markets expertise, strategic advisory, commercial thinking, and execution excellence converge to create long-term value.

n

The ideal candidate should possess strong promoter relationships, deep transaction experience, business development capability, and the ability to build and scale teams.

n

This role carries direct responsibility for transaction origination, fee generation, client acquisition, business development, and franchise growth.

n

n

Roles & Responsibilities

n

n
- Build and scale the Investment Banking platform in alignment with the organization's long-term growth objectives.
n
- Originate and execute Investment Banking mandates across IPOs, Fund Raising, M&A;, Strategic Advisory, and Corporate Finance transactions.
n
- Develop long-term relationships with promoters, entrepreneurs, corporates, investors, and strategic stakeholders.
n
- Create and maintain a sustainable pipeline of transaction opportunities.
n
- Drive fee income generation through business origination and successful deal execution.
n
- Lead client engagements across capital raising, restructuring, valuations, and strategic transactions.
n
- Collaborate with Research, Institutional Equity, Wealth, and Product teams to identify business opportunities.
n
- Build and mentor a high-performance Investment Banking team.
n




- Represent the organization at industry forums, investor meetings, conferences, and networking events.
n
- Strengthen the firm's positioning within the SME, Mid-Market, and Corporate advisory ecosystem.
n
- Utilize technology, analytics, and AI-enabled tools to improve business development and execution efficiency.
n
- Contribute towards overall organizational growth through strategic partnerships and transaction-led business expansion.
n

n

n

Skills Required

n

Domain Skills

n

n
- Extensive experience in Investment Banking, Corporate Finance, and Capital Markets.
n
- Strong understanding of IPOs, SME IPOs, Mainboard IPOs, Rights Issues, QIPs, and Capital Raising transactions.
n
- Deep expertise in Mergers & Acquisitions, Strategic Advisory, and Corporate Restructuring.
n
- Experience in Private Equity, Venture Capital, and Fund Raising mandates.
n
- Proven track record of originating and executing Investment Banking transactions.
n
- Strong understanding of Valuation Methodologies, Financial Structuring, and Transaction Advisory.
n
- Experience in working with Promoters, Boards, CXOs, Investors, and Financial Sponsors.
n
- Understanding of regulatory frameworks applicable to Investment Banking and Capital Markets.
n
- Ability to identify transaction opportunities and convert them into fee-generating mandates.
n
- Solid network across Corporate India, Investor Community, and Capital Market Participants.
n

n

Technical Skills

n

n
- Financial Modelling and Advanced Valuation Techniques.
n
- Transaction Structuring and Deal Execution Frameworks.
n
- Due Diligence and Financial Analysis.
n
- AI-enabled Business Development and Opportunity Mapping Tools.
n
- Pitch Book Preparation and Transaction Marketing Materials.
n
- Capital Market Databases and Financial Information Platforms.
n
- Revenue Forecasting and Transaction Pipeline Management.
n
- Advanced Excel, PowerPoint, and Financial Presentation Skills.
n
- CRM Platforms and Client Relationship Management Systems.
n
- Data Analytics and Market Intelligence Tools.
n

n

Managerial Skills

n

n
- Business Building and Revenue Leadership.
n
- Deal Origination and Commercial Negotiation Skills.
n
- Team Building, Mentoring, and Performance Management.
n




- Relationship Management with Promoters, Investors, and Corporates.
n
- Strategic Thinking and Long-Term Business Planning.
n
- Stakeholder Management across Internal and External Ecosystems.
n
- Problem Solving and Decision Making.
n
- Project Management and Transaction Coordination.
n
- Commercial Acumen and P&L; Orientation.
n
- Ability to create scalable and sustainable Investment Banking businesses.
n

n

n

Qualification

n

n
- MBA (Finance), CA, CFA, or equivalent professional qualification from a reputed institution.
n
- Additional certifications in Valuation, Corporate Finance, Investment Banking, or Capital Markets preferred.
n
- NISM Certifications will be an added advantage.
n

n

n

Experience

n

n
- Minimum 12–18 years of relevant experience in Investment Banking, Corporate Finance, Capital Markets, or Transaction Advisory.
n
- Minimum 5 years in a leadership role managing client relationships, deal teams, and transaction execution.
n
- Proven track record of transaction origination and fee generation is mandatory.
n
- Experience with Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Big 4 Transaction Advisory Practices, or Capital Market Institutions preferred.
n

n

n

We are looking for a deal maker and business builder rather than a transaction executor.

n

n

The ideal candidate would:

n

n

n
- Have strong promoter, entrepreneur, investor, and corporate relationships.
n
- Possess a proven track record of originating mandates and generating fee income.
n
- Demonstrate experience building and scaling Investment Banking businesses rather than only executing transactions.
n
- Have independently sourced, negotiated, and closed transactions.
n
- Understand both capital raising and strategic advisory opportunities.
n
- Be capable of creating a sustainable transaction pipeline through relationship-driven business development.
n
- Have experience leading and mentoring deal teams.
n
- Possess strong commercial orientation and ownership mindset.
n
- Be comfortable working closely with Research, Institutional Equity, Wealth, and Leadership teams.
n
- Be capable of positioning the firm as a trusted advisor across the corporate ecosystem.
n
- Demonstrate long-term relationship-building capability rather than transaction-focused thinking.
n
- Be comfortable operating in a technology-enabled and AI-driven business environment.
n

n

n

Candidates from Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Capital Market Institutions, and Transaction Advisory Businesses will be prefered.

📌 Head of Investment Banking (Mumbai)
🏢 Talent Corner HR Services
📍 Mumbai