About The Company

A 40-year-old boutique investment bank listed on the BSE, the firm has built a strong debt and private equity advisory practice. It provides mid-market clients with structured debt, promoter financing, PE buyout, acquisition finance, and non-dilutive capital solutions. The firm also supports clients in raising venture capital, early-stage and late-stage equity, and other forms of growth capital across listed and unlisted markets.

Role Purpose

Lead and scale the Corporate Agency vertical end-to-end, own strategy and P&L, build multi-insurer partnerships, ensure IRDAI-compliant operations, and drive profitable growth across categories.

Key Responsibilities

Originate and structure debt, structured debt, equity, and structured equity financing mandates with corporate clients.
Negotiate and secure mandates through strong relationships with promoters and CXO-level executives.
Assess and understand the full spectrum of client financial and capital-raising requirements.
Collaborate with the Investment Banking team to prepare teasers, pitch books, information memoranda, management presentations, and financial models.
Act as the primary relationship interface for all equity, debt, and structured finance products.
Develop and maintain strong working relationships with external stakeholders, advisors, and investors.
Support primary research including market sizing, competitor benchmarking, and due diligence to facilitate deal closure.
Monitor market trends and credit underwriting appetite to identify and originate suitable transactions.
Drive performance against revenue-based evaluation metrics.
Ensure high-quality execution and client satisfaction across all transaction stages.

Required Experience & Qualifications

Education: CA / CFA / MBA.
Experience: 15–18 years in insurance distribution/corporate agency/bancassurance with NBFC/MFI/Bank/Broking exposure.
Leadership: Proven ability to manage senior client relationships and influence Promoter and CXO-level stakeholders.
Technical Expertise: Financial modeling, valuation matrices, market analysis, and transaction structuring.
Soft Skills: Self-starter with strong communication, interpersonal, presentation, analytical, and problem-solving abilities; demonstrates initiative and maturity in client engagements.

Why Consider this Opportunity

Lead origination and execution for high-impact debt and equity transactions in the mid-market segment.
Work directly with promoters, CFOs, and CXOs across diverse industries.
Join a long-established, listed investment bank with a strong advisory track record.
Shape strategic capital-raising solutions across structured finance and private equity domains.
High visibility and growth potential within a performance-driven, entrepreneurial environment.

Vice President - Origination - Investment Banking (PSS07815)