Head of Investment Banking

A leading Financial services and Wealth Management firm is looking for an experienced and resourceful professional to Head their Investment Banking vertical.

About the Job

Build. Advise. Execute - At the Strategic Capital End of Markets

The firm is looking for an accomplished leader who can build, scale, and institutionalize a high-impact Investment Banking business across Capital Raising, IPO Advisory, M&A, Strategic Advisory, Valuations, Private Equity, and Corporate Finance solutions.

This role is designed for a proven deal maker who understands that successful investment banking is not merely about transaction execution but about creating long-term value for promoters, entrepreneurs, investors, and businesses.

The successful candidate will play a pivotal role in building an investment banking franchise that combines market credibility, client relationships, transaction expertise, and business development capabilities.

The role goes far beyond managing mandates.

The incumbent will be expected to originate opportunities, build promoter relationships, develop transaction pipelines, create strategic partnerships, and establish the firm as a trusted advisor across the corporate ecosystem.

This is not a maintenance role.

This is a platform-building opportunity where capital markets expertise, strategic advisory, commercial thinking, and execution excellence converge to create long-term value.

The ideal candidate should possess strong promoter relationships, deep transaction experience, business development capability, and the ability to build and scale teams.

This role carries direct responsibility for transaction origination, fee generation, client acquisition, business development, and franchise growth.

Roles & Responsibilities

• Build and scale the Investment Banking platform in alignment with the organization's long-term growth objectives.
• Originate and execute Investment Banking mandates across IPOs, Fund Raising, M&A, Strategic Advisory, and Corporate Finance transactions.
• Develop long-term relationships with promoters, entrepreneurs, corporates, investors, and strategic stakeholders.
• Create and maintain a sustainable pipeline of transaction opportunities.
• Drive fee income generation through business origination and successful deal execution.
• Lead client engagements across capital raising, restructuring, valuations, and strategic transactions.
• Collaborate with Research, Institutional Equity, Wealth, and Product teams to identify business opportunities.
• Build and mentor a high-performance Investment Banking team.
• Represent the organization at industry forums, investor meetings, conferences, and networking events.
• Strengthen the firm's positioning within the SME, Mid-Market, and Corporate advisory ecosystem.
• Utilize technology, analytics, and AI-enabled tools to improve business development and execution efficiency.
• Contribute towards overall organizational growth through strategic partnerships and transaction-led business expansion.

Skills Required

Domain Skills

• Extensive experience in Investment Banking, Corporate Finance, and Capital Markets.
• Strong understanding of IPOs, SME IPOs, Mainboard IPOs, Rights Issues, QIPs, and Capital Raising transactions.
• Deep expertise in Mergers & Acquisitions, Strategic Advisory, and Corporate Restructuring.
• Experience in Private Equity, Venture Capital, and Fund Raising mandates.
• Proven track record of originating and executing Investment Banking transactions.
• Strong understanding of Valuation Methodologies, Financial Structuring, and Transaction Advisory.
• Experience in working with Promoters, Boards, CXOs, Investors, and Financial Sponsors.
• Understanding of regulatory frameworks applicable to Investment Banking and Capital Markets.
• Ability to identify transaction opportunities and convert them into fee-generating mandates.
• Strong network across Corporate India, Investor Community, and Capital Market Participants.

Technical Skills

• Financial Modelling and Advanced Valuation Techniques.
• Transaction Structuring and Deal Execution Frameworks.
• Due Diligence and Financial Analysis.
• AI-enabled Business Development and Opportunity Mapping Tools.
• Pitch Book Preparation and Transaction Marketing Materials.
• Capital Market Databases and Financial Information Platforms.
• Revenue Forecasting and Transaction Pipeline Management.
• Advanced Excel, PowerPoint, and Financial Presentation Skills.
• CRM Platforms and Client Relationship Management Systems.
• Data Analytics and Market Intelligence Tools.

Managerial Skills

• Business Building and Revenue Leadership.
• Deal Origination and Commercial Negotiation Skills.
• Team Building, Mentoring, and Performance Management.
• Relationship Management with Promoters, Investors, and Corporates.
• Strategic Thinking and Long-Term Business Planning.
• Stakeholder Management across Internal and External Ecosystems.
• Problem Solving and Decision Making.
• Project Management and Transaction Coordination.
• Commercial Acumen and P&L Orientation.
• Ability to create scalable and sustainable Investment Banking businesses.

Qualification

• MBA (Finance), CA, CFA, or equivalent professional qualification from a reputed institution.
• Additional certifications in Valuation, Corporate Finance, Investment Banking, or Capital Markets preferred.
• NISM Certifications will be an added advantage.

Experience

• Minimum 12-18 years of relevant experience in Investment Banking, Corporate Finance, Capital Markets, or Transaction Advisory.
• Minimum 5 years in a leadership role managing client relationships, deal teams, and transaction execution.
• Proven track record of transaction origination and fee generation is mandatory.
• Experience with Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Big 4 Transaction Advisory Practices, or Capital Market Institutions preferred.

We are looking for a deal maker and business builder rather than a transaction executor.

The ideal candidate would:

• Have strong promoter, entrepreneur, investor, and corporate relationships.
• Possess a proven track record of originating mandates and generating fee income.
• Demonstrate experience building and scaling Investment Banking businesses rather than only executing transactions.
• Have independently sourced, negotiated, and closed transactions.
• Understand both capital raising and strategic advisory opportunities.
• Be capable of creating a sustainable transaction pipeline through relationship-driven business development.
• Have experience leading and mentoring deal teams.
• Possess strong commercial orientation and ownership mindset.
• Be comfortable working closely with Research, Institutional Equity, Wealth, and Leadership teams.
• Be capable of positioning the firm as a trusted advisor across the corporate ecosystem.
• Demonstrate long-term relationship-building capability rather than transaction-focused thinking.
• Be comfortable operating in a technology-enabled and AI-driven business environment.

Candidates from Investment Banks, Merchant Banking Firms, Corporate Finance Advisory Firms, Capital Market Institutions, and Transaction Advisory Businesses will be prefered.