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 solid 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 seeking an experienced SVP to join our Consumer team, covering consumer and retail brands, FMCG, food & beverage, consumer internet and D2C, quick commerce, consumer durables, apparel and lifestyle, and hospitality and QSR businesses. This is an origination-and-execution role. You will build and convert your own pipeline of mandates across these sub-segments, structure and price transactions, and be accountable for delivery and successful closure of deals against agreed revenue and origination targets. You will own your mandates end to end: cultivating relationships with promoters, founders, and CFOs, as well as the investor community (private equity funds, strategic investors, family offices, and venture capital funds) across the consumer ecosystem; converting opportunities into signed mandates on commercially attractive terms; and driving execution through structuring, due diligence, and closing, supported by the practice's sector strategy and leadership, Capwise's broader platform, central origination network,



and execution capabilities.

Key Responsibilities
1. Origination & Business Development
• Revenue & Target Ownership: Carry and deliver an annual fee-revenue and origination target for the consumer practice, managing your pipeline coverage and reporting performance and forecasts to the team's leadership.
• Origination & Pipeline: Build and own a proprietary pipeline of promoters, founders, CFOs, and investors across the consumer space, supplemented by the firm's central network and balance sheet.
• Pitch to Win: Lead pitches and investor processes, presenting deep sector insight and bespoke transaction structures that convert prospects into signed mandates.
• Mandate Structuring: Draft, negotiate, and finalize Mandate Letters, Engagement Agreements, and fee structures, pricing mandates to protect the practice's margin and the commercial interests of the firm. 2. Transaction Oversight & Delivery
• Transaction Management: Drive delivery across the entire lifecycle of M&A; and fundraising transactions — buy-side, sell-side, joint ventures, and private equity/growth capital — from mandate through to closure.
• Financial Modeling & Structuring: Supervise the creation of financial models, valuation analyses (DCF,



comparable companies, precedent transactions), and deal structures that balance client needs with investor expectations.
• Collateral Preparation: Ensure the highest-quality production of pitch books, investor presentations, Confidential Information Memorandums (CIMs), Teasers, and financing proposals. 3. Due Diligence & Deal Closing
• Data Room Management: Oversee Virtual Data Rooms (VDR), managing the flow of information between clients, investors, and buyers.
• Due Diligence Coordination: Lead the financial, legal, tax, and commercial due diligence processes with clients and investors, actively resolving deal-breakers and bottlenecks.
• Definitive Documentation: Collaborate with legal counsels to negotiate and finalize Share Purchase Agreements (SPA), Share Subscription Agreements (SSA), Shareholders' Agreements (SHA), and other definitive transaction documents. 4. Team Leadership & Stakeholder Management
• Team Leadership: Manage, mentor, and maximize the utilization and productivity of the AVP, Managers and Associates supporting the Consumer team, reviewing their work and developing their capabilities.
• Client & Investor Management: Act as a trusted advisor to promoters, founders, boards, and CFOs across the full relationship lifecycle, and maintain strong relationships across the investor community, deepening wallet share and building a durable, repeat client base. Qualifications & Experience
•

Education:
MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA charterholder.

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