About Us:

BankersKlub is India’s first fintech aggregator platform designed exclusively for former and retired bankers. Our 2,000+ ex-banker network combines deep promoter relationships, credit expertise, and local market knowledge. We are building a distributed investment banking engine to serve mid-market businesses across India, supported by fintech-enabled lending and wealth solutions.

Mission:

We seek an entrepreneurial Business Head – West, to build and lead M&A; and Equity Advisory across Maharashtra, Goa, and Gujarat. This is a full P&L; leadership role requiring proven deal origination, transaction execution, regional market development, team-building and mentoring capabilities, and client relationships.

Position Overview

Designation: Business Head – West

Core Expertise: M&A;/Equity (public & private markets)/Structured Debt

Employer Name: BankersKlub

Job Location: Mumbai, Maharashtra

Experience Level: 15+ years in M&A; / Private Equity / Investment Banking

CTC Range: Competitive fixed compensation, deal-linked incentives and ESOPs

Qualifications: MBA (Finance)/CA or any other comparable qualification

Key Responsibilities

1. Build M&A; and Equity Advisory: Establish a credible mid-market practice covering sell-side and buy-side M&A;, private equity fundraising, pre-IPO capital raising and strategic stake sales. Originate and execute mandates end-to-end, including pitches, information memoranda, valuation, financial modelling, investor outreach, due diligence, negotiations, term sheets and closure. Uphold confidentiality, execution quality, and client trust.
2. Own the Regional P&L;: Revenue, profitability and growth targets for the business region. Develop a consistent pipeline of qualified opportunities, signed mandates, and executable transactions. Track conversion, fee realization, costs and deal timelines,



balancing near-term revenues with lasting client relationships.
3. Mobilize the Ex-Banker Network: Activate former bankers across Maharashtra and convert their established promoter, CFO and corporate relationships into M&A; and equity mandates. Create structured referral, lead qualification and conversion processes. Train, enable and co-execute with network members to multiply origination capacity while maintaining a seamless client experience.
4. Build Investor and Partner Relationships: Leverage and expand connections with family offices, PE/VC funds, AIFs, strategic acquirers, banks, NBFCs, private bankers and transaction advisors. Identify appropriate investors, buyers, and financing partners. Represent BankersKlub at investor meets, investment banking conclaves and industry forums. Develop selective partnerships that strengthen sourcing and execution.
5. Lead Teams and Execution: Build and mentor a high-performing regional team. Institute disciplined pipeline reviews, reporting, transaction governance, and accountability. Coordinate with internal teams, lenders, investors, legal advisors, and other stakeholders to deliver transactions efficiently. Identify relevant opportunities to cross-sell fintech-enabled lending and wealth solutions based on genuine client needs.

Must Have:

- 15+ years of substantial experience in M&A;, private equity, investment banking or corporate finance advisory,



with hands-on origination and successful transaction closure.
- Proven track record & robust deal sheet in M&A; and Equity transactions including closed deals across private and public markets; a deal sheet specifying transaction type, value and personal contribution is essential.
- Strong existing relationships with promoters, CFOs, family offices, investors and intermediaries across Mumbai and Maharashtra.
- Demonstrated leadership of a team, geography, business unit or P&L; ability to build revenue pipelines and drive profitable growth.
- Sound understanding of valuation, financial modelling, transaction structuring, due diligence, negotiations and regulatory or documentation requirements.
- Commercial judgment, analytical ability, resilience and comfort operating in a rapid-paced, entrepreneurial workplace. Former bankers and investment banking leaders seeking to build a business are encouraged to apply.

Qualifications:

MBA (Finance), CA or a comparable qualification from a reputed institution preferred. Demonstrated deal- closing ability and a verifiable transaction record matter more than credentials alone.

Compensation and Opportunity:

Competitive fixed compensation, attractive deal-linked performance incentives and ESOPs, subject to company policy. For a proven deal closer, compensation is not a constraint. This is an opportunity to lead a regional investment banking business with substantial autonomy and access to a nationwide banker network.

How to Apply:

1. Email your CV and deal sheet to [email protected]. Subject: Application – Business Head West - M&A; / Equity.
2. Must highlight your closed transactions, specific role, deal values, sector experience and regional leadership responsibilities. Applications will be treated confidentially.

📌 Business Head (West) (Mumbai)
🏢 Bankersklub
📍 Mumbai