About the Job
We are looking to appoint a Head – Investment Banking to lead and scale the firm's Investment Banking vertical. The role will be responsible for origination, execution oversight, revenue growth, and client relationships across Private equity fund raising, structured finance, and strategic advisory.
This is a senior leadership role with direct responsibility for building a strong deal pipeline, closing marquee transactions, and institutionalising the IB franchise in alignment with the firm's Wealth, PMS, and AIF platforms.
Roles & Responsibilities
- Lead the Investment Banking business, including Private equity fund raising, strategic transactions, and structured finance.
- Drive deal origination through promoters, UHNI / Family Offices, PE/VC funds, corporates, and institutional relationships.
- Oversee end-to-end deal execution, including pitchbooks, IMs, valuations, due diligence, negotiations, and transaction closure.
- Build and manage a robust IB pipeline, ensuring consistent fee generation and high conversion ratios.
- Work closely with Wealth Management, PMS, and AIF teams to enable cross-selling and capital raise opportunities.
- Lead client engagement at CXO / promoter / investor level, acting as a trusted strategic advisor.
- Build, mentor, and manage the IB team (Associates, VPs, Directors) with strong execution discipline.
- Ensure adherence to regulatory, compliance, and governance standards across all IB transactions.
- Represent the firm in market forums, investor meetings, and strategic partnerships.
- Own IB revenue targets, profitability, and cost discipline.
Skills Required
Domain Skills
- Strong experience in Investment Banking, covering:
- Private equity / strategic fund raising
- Corporate finance & strategic advisory
- Deep understanding of Indian capital markets, PE/VC ecosystem, and corporate deal landscape.
- Proven track record of closed transactions with measurable deal value.
- Sector exposure across financial services, manufacturing, consumer, healthcare, infrastructure, or technology preferred.
Technical Skills
- Expertise in financial modelling, valuation (DCF, comps, transaction multiples).
- Strong command over IMs, pitchbooks, teasers, and transaction documentation.
- Understanding of SEBI regulations, Companies Act, FEMA, and transaction structuring.
- Ability to evaluate business models, risks, and deal economics.
- Comfortable with CRM tools, pipeline management, and financial analysis platforms.
Managerial Skills
- Strong leadership and people management capabilities.
- Excellent client management, negotiation, and stakeholder engagement skills.
- Ability to work in a high-pressure, target-driven environment.
- Strategic thinking with strong execution orientation.
- Proven ability to collaborate across Wealth, PMS, AIF, and Research teams.
Experience & Qualifications
- 10+ years of relevant experience in Investment Banking, Corporate Finance, or Transaction Advisory.
- Prior experience at investment banks, Big 4 deal advisory, boutique IB firms, or leading financial institutions.
- MBA / CA / CFA or equivalent professional qualification preferred.
- Demonstrated experience in leading teams and managing P&L or revenue targets.
