Location: [Delhi / Mumbai]
Experience: 5–12 years
Function: Investment Banking / Corporate Finance / Capital Market

About the Role

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 current 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.

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 strong 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.

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
- 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

📌 Investment Banker-Sell Side (Gurugram)
🏢 Planify
📍 Gurugram