We are looking for an experienced Investment Banking professional to join our Sell-Side Investment Banking team, focused on helping companies raise capital and prepare for their next stage of growth.

The role will primarily involve working with IPO-bound, pre-IPO and high-growth companies on fundraising, capital structuring, investor positioning and transaction execution.

The ideal candidate should have strong experience in investment banking, equity fundraising, IPO/pre-IPO transactions, corporate finance, valuation and client acquisition, along with the ability to independently manage relationships with promoters, founders, investors and other transaction stakeholders.

Key Responsibilities

1. Origination & Client Acquisition

* Identify and develop relationships with companies that are potential pre-IPO or IPO candidates.
* Source new mandates through promoter/founder relationships, professional networks, intermediaries and industry relationships.
* Develop a strong pipeline of potential fundraising and IPO mandates.
* Understand the company’s business, capital requirements, growth plans and fundraising objectives.
* Pitch and present investment banking solutions to promoters, founders and senior management.

2. Fundraising & Transaction Execution

* Lead and support equity fundraising transactions, including pre-IPO/private placements and other structured equity transactions.
* Work with companies to determine appropriate fundraising size, valuation, transaction structure and investor positioning.
* Coordinate the complete transaction process from mandate acquisition through successful closure.
* Prepare transaction timelines, investor lists, deal structures and execution plans.
* Coordinate with legal, secretarial, accounting, merchant banking, due-diligence and other professional advisors.

3. IPO & Pre-IPO Advisory

* Evaluate companies for IPO readiness and identify gaps that need to be addressed before listing.
* Assist companies in developing an appropriate roadmap from private/pre-IPO stage to IPO.




* Work closely with management on business positioning, equity story and investor communication.
* Support preparation of investor presentations, information memoranda, financial analysis and other transaction-related materials.
* Assist in valuation analysis and benchmarking against listed and comparable companies.

4. Investor & Institutional Relationships

* Develop and maintain relationships with HNI, family office, institutional and strategic investors.
* Build and maintain an investor database across sectors.
* Match suitable companies and transactions with relevant investors.
* Coordinate investor meetings, management presentations, conference calls and due-diligence discussions.
* Understand investor requirements and communicate transaction opportunities effectively.

5. Financial Analysis & Valuation

* Build and review financial models, projections and valuation analyses.
* Conduct comparable-company, precedent-transaction and other relevant valuation analyses.
* Analyse financial statements, business performance, growth prospects and key operating metrics.
* Assist management in understanding valuation expectations and capital-market positioning.

6. Deal Management

* Take ownership of assigned mandates and ensure timely execution.
* Manage multiple transactions simultaneously and maintain transaction trackers.
* Coordinate with internal teams and external advisors throughout the transaction lifecycle.
* Identify transaction risks, bottlenecks and execution issues and proactively resolve them.
* Maintain high standards of confidentiality and transaction discipline.

Business Development Expectations

For the Manager/AVP level,



this is not intended to be a purely execution-oriented role.

The candidate will be expected to:

* Build a meaningful company/promoter pipeline.
* Develop independent relationships with founders, promoters and senior management.
* Generate new investment-banking mandates.
* Convert opportunities into signed mandates and successfully executed transactions.
* Build long-term relationships with companies beyond a single fundraising transaction.

Key Skills & Competencies

* Strong understanding of Investment Banking and Sell-Side transactions.
* Experience in equity fundraising, pre-IPO, IPO or corporate finance.
* Strong financial modelling and valuation skills.
* Excellent understanding of financial statements and capital structures.
* Strong business-development and relationship-management capabilities.
* Excellent communication, presentation and negotiation skills.
* Ability to interact confidently with promoters, CXOs, investors and senior stakeholders.
* Strong transaction-management and execution capabilities.
* Ability to work independently in a high-growth, entrepreneurial environment.

Preferred Background

Candidates from the following backgrounds would be relevant:

* Investment Banking
* CFA (Mandatory)
* Equity Capital Markets
* Merchant Banking
* Corporate Finance
* M&A; / Transaction Advisory
* Private Equity / Venture Capital with strong transaction exposure
* Big 4 Transaction Advisory / Deals
* Securities / Capital Markets

Experience specifically involving IPO, pre-IPO or equity fundraising transactions will be an advantage.

What Success Looks Like

The successful candidate will be expected to build and manage a robust pipeline of IPO-bound and pre-IPO companies, originate high-quality mandates, execute fundraising transactions efficiently and develop long-term relationships with promoters and investors.

In short: Originate → Advise → Structure → Raise Capital → Execute → Build Long-Term Client Relationships.

📌 Manager / Assistant Vice President (AVP) (Mumbai)
🏢 Planify Capital
📍 Mumbai