Company Overview

Capwise Financial Services is a full-service investment banking and financial advisory firm that helps businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets. With experience spanning 200+ debt transactions and 35+ equity and M&A; deals, the firm combines a strong origination network with an active deal pipeline and a partner-led model, where sector heads own their client franchise, revenue budgets, and teams, supported by Capwise’s broader platform, central origination network, and execution capabilities.

Position Overview

We are looking for an experienced Investment Banking skilled to lead deal execution for our Industrial vertical, while building an increasing origination footprint. This role owns transactions from structuring through closure and works closely with senior leadership to convert relationships into mandates.

Key Responsibilities

1 Origination & Client Relationship Management
• Origination Contribution:



Actively originate and convert prospects into mandates within the Industrial vertical, working alongside senior leadership and the firm's origination network.
• Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, protecting the firm's commercial interests.
• Client Relationships: Serve as a senior point of contact for promoters, founders, and boards, advising on capital structuring, valuation, and transaction timing.
• Cross-Selling: Identify opportunities to cross-sell equity advisory, structured debt, and capital markets services within existing client relationships.

2. Transaction Execution & Deal Leadership
• Deal Leadership: Lead end-to-end execution of M&A; and fundraising mandates — structuring, valuation, negotiations, due diligence, and documentation.
• Data Room & Due Diligence: Set up and manage Virtual Data Rooms, and coordinate financial, legal, tax, and commercial due d

📌 Vice President (Mumbai)
🏢 Capwise Financial Services Private
📍 Mumbai