A leading Financial services and Wealth Management firm is looking for an experienced and resourceful professional to Head their Investment Banking vertical. /n About the Job /n Build. Advise. Execute — At the Strategic Capital End of Markets /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 prospect 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 Roles &

Responsibilities /n /n

- Build and scale the Investment Banking platform in alignment with the organization's long-term growth objectives.

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- Originate and execute Investment Banking mandates across IPOs, Fund Raising, M&A;, Strategic Advisory, and Corporate Finance transactions.

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- Develop long-term relationships with promoters, entrepreneurs, corporates, investors, and strategic stakeholders.

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- Create and maintain a sustainable pipeline of transaction opportunities.

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- Drive fee income generation through business origination and successful deal execution.

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- Lead client engagements across capital raising, restructuring, valuations, and strategic transactions.

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- Collaborate with Research, Institutional Equity, Wealth, and Product teams to identify business opportunities.

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- Build and mentor a high-performance Investment Banking team.

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- Represent the organization at industry forums,



investor meetings, conferences, and networking events.

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- Strengthen the firm's positioning within the SME, Mid-Market, and Corporate advisory ecosystem.

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- Utilize technology, analytics, and AI-enabled tools to improve business development and execution efficiency.

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- Contribute towards overall organizational growth through strategic partnerships and transaction-led business expansion.

/n /n Skills Required /n Domain Skills /n /n

- Extensive experience in Investment Banking, Corporate Finance, and Capital Markets.

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- Strong understanding of IPOs, SME IPOs, Mainboard IPOs, Rights Issues, QIPs, and Capital Raising transactions.

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- Deep expertise in Mergers & Acquisitions, Strategic Advisory, and Corporate Restructuring.

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- Experience in Private Equity, Venture Capital, and Fund Raising mandates.

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- Proven track record of originating and executing Investment Banking transactions.

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- Strong understanding of Valuation Methodologies, Financial Structuring, and Transaction Advisory.

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- Experience in working with Promoters, Boards, CXOs, Investors, and Financial Sponsors.

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- Understanding of regulatory frameworks applicable to Investment Banking and Capital Markets.

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- Ability to identify transaction opportunities and convert them into fee-generating mandates.

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- Strong network across Corporate India, Investor Community, and Capital Market Participants.

/n /n Technical Skills /n /n

- Financial Modelling and Advanced Valuation Techniques.

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- Transaction Structuring and Deal Execution Frameworks.

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- Due Diligence and Financial Analysis.

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- AI-enabled Business Development and Opportunity Mapping Tools.

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- Pitch Book Preparation and Transaction Marketing Materials.

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- Capital Market Databases and Financial Information Platforms.

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- Revenue Forecasting and Transaction Pipeline Management.

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- Advanced Excel, PowerPoint, and Financial Presentation Skills.

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- CRM Platforms and Client Relationship Management Systems.

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- Data Analytics and Market Intelligence Tools.

/n /n Managerial Skills /n /n

- Business Building and Revenue Leadership.

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- Deal Origination and Commercial Negotiation Skills.

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- Team Building, Mentoring, and Performance Management.

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- Relationship Management with Promoters, Investors, and Corporates.

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- Strategic Thinking and Long-Term Business Planning.

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- Stakeholder Management across Internal and External Ecosystems.

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- Problem Solving and Decision Making.

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- Project Management and Transaction Coordination.

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- Commercial Acumen and P&L; Orientation.

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- Ability to create scalable and sustainable Investment Banking businesses.

/n /n Qualification /n /n

- MBA (Finance), CA, CFA, or equivalent professional qualification from a reputed institution.

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- Additional certifications in Valuation, Corporate Finance, Investment Banking, or Capital Markets preferred.

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- NISM Certifications will be an added advantage.

/n /n Experience /n /n

- Minimum 12–18 years of relevant experience in Investment Banking, Corporate Finance, Capital Markets, or Transaction Advisory.

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- Minimum 5 years in a leadership role managing client relationships, deal teams, and transaction execution.

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- Proven track record of transaction origination and fee generation is mandatory.

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- Experience with Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Big 4 Transaction Advisory Practices, or Capital Market Institutions preferred.

/n /n We are looking for a deal maker and business builder rather than a transaction executor. /n The ideal candidate would: /n /n

- Have strong promoter, entrepreneur, investor, and corporate relationships.

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- Possess a proven track record of originating mandates and generating fee income.

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- Demonstrate experience building and scaling Investment Banking businesses rather than only executing transactions.

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- Have independently sourced, negotiated, and closed transactions.

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- Understand both capital raising and strategic advisory opportunities.

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- Be capable of creating a sustainable transaction pipeline through relationship-driven business development.

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- Have experience leading and mentoring deal teams.

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- Possess strong commercial orientation and ownership mindset.

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- Be comfortable working closely with Research, Institutional Equity, Wealth, and Leadership teams.

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- Be capable of positioning the firm as a trusted advisor across the corporate ecosystem.

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- Demonstrate long-term relationship-building capability rather than transaction-focused thinking.

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- Be comfortable operating in a technology-enabled and AI-driven business environment.

/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