Merchant Banker

Roles and Responsibilities:

• Guide and mentor corporate clients and startups, offering expertise in business model optimization, fundraising preparation, and go-to-market strategies.

• Oversee the origination, advisory, and execution of IPOs, ensuring regulatory readiness, investor communications, roadshows, and post-listing performance.

• Direct the creation of business plans, pitch decks, and detailed financial models to support client fundraising and investment decision-making processes.

• Lead enterprise valuation projects, applying diverse methodologies to support M&A transactions, fundraising, and exit planning for various client types.

• Supervise and evaluate credit opportunities, venture capital, and private equity investments, balancing risk and return profiles and overseeing due diligence processes.

• Structure and negotiate fundraising mandates for clients, managing the end-to-end process of deal syndication, investor roadshows, pricing, and closing.

• Advise on and facilitate mergers, acquisitions, and joint ventures.

• Ensure compliance with all SEBI and other regulatory requirements governing merchant banking operations.

Required Qualifications & Experience

• MBA (Finance), Chartered Accountant, or equivalent professional qualification.

• Minimum 5+ years of experience in a SEBI-registered merchant banking company.

• Proven track record in managing IPOs, M&A transactions, and fundraising mandates.

• Strong understanding of Indian capital markets, regulatory frameworks, and compliance norms.

• Hands-on experience in financial modeling, valuation, and transaction documentation.

Core Skills & Attributes

• Strong analytical, financial modeling, and valuation skills.

• Ability to structure and execute complex financial transactions.

• Excellent communication, presentation, and client advisory capabilities.

• High attention to detail with strong project management and organizational skills.

• Ethical, compliance-oriented, and able to maintain confidentiality.

• Strong decision-making and negotiation skills under dynamic market conditions.

Performance Metrics

• Successful execution and closure of fundraising and advisory mandates.

• Compliance adherence and audit outcomes.

• Client satisfaction and retention levels.

• Timely completion of regulatory filings and approvals.

• Quality and accuracy of financial deliverables and documentation.