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.