- Maintain up-to-date databases of investor preferences, allocations, and feedback.
- Identify and target institutional investors (domestic and international) in coordination with sales and IB team.
- Participation in Investors picks meeting and selection of investors in coordination with sales team.
- Coordination for meeting with issuer, Investors, other Lead Manager for fixing the meeting and slots.
- Build relationships with Investors through regular interaction and deal marketing.
- Track market sentiment, deal flows, recent ECM transactions, and investor behaviour.
- Collaborate with sales teams to gauge investor appetite pre-deal and manage demand during the offering.
- Monitor demand, pricing, and investor feedback during deal execution.
- Provide competitive analysis on pricing,



structure, and timing of deals
- Manage the book-building process and allocation of shares to investors.
- Maintain confidentiality and manage conflict-of-interest situations.
- Coordinate with internal and external stakeholders (CMG execution team, legal, compliance, sales, research, Investors) during equity transactions
- Prepare deal memos, allocation reports, and post-deal analysis.
- Ensure smooth execution of IPOs, FPOs, QIPs, and block trades.
- Provide feedback to origination teams on investor preferences and deal success.

📌 ECM Syndication (Lucknow)
🏢 Intellectual Capital HR Consulting
📍 Lucknow