Job Purpose

Deal Origination, Investment Banking
at Mumbai:

This is a highly entrepreneurial role responsible for leading deal origination across the Investment Banking business. The role will focus on building senior client relationships, identifying transaction prospects and converting them into mandates.

Key Responsibilities

Relationship & Coverage Management
Develop, cultivate and sustain relationships with senior decision-makers (Promoters, CEOs, CFOs, PE/VC) across multiple industries.
Identify current target clients and initiate outreach campaigns; build industry-by-industry coverage strategy.
Maintain and grow a qualified-intermediary network (CAs, CSs, legal/tax advisors) that sources potential mandates.

Origination & Pipeline Development
Screen markets and sectors for deal opportunities (M&A;, capital-markets, fundraising, JVs, divestments, restructuring) across industries.
Maintain a live pipeline: prospects, expected mandate size, conversion likelihood, timeline, sector categorisation.
Monitor industry and macro trends, regulatory changes,



valuations and investor appetite to generate origination themes and pitch ideas.
Launch strategic campaigns/thematic outreach (e.g., digital manufacturing, consumer consolidation, healthcare roll-ups, infrastructure monetisation) to prime prospects.

Pitching & Mandate Acquisition
Prepare compelling pitch decks, industry-tailored proposals and value-creation narratives for prospective clients.
Lead client meetings and presentations to secure mandates or exclusivity agreements.
Negotiate preliminary engagement terms (scope, fees, exclusivity) and align with execution teams for hand-over.

Performance Tracking & Reporting
Track and report pipeline metrics (number of leads, stage progression, conversion rates, expected revenue) across sectors.
Prepare dashboards/MIS for senior management: sector performance, geography breakdown, lead sources, lost mandates and reasons.
Provide strategic in

📌 Deal Origination Ahmedabad
🏢 monarch networth capital
📍 Ahmedabad