57 Merchant Banking Jobs

As an experienced professional in operational risk management, you will be responsible for implementing the Operational Risk Management Framework with a specific focus on risk analysis. Your key responsibilities will include reporting to Board Level Committees in alignment with the Framework, conducting root cause analyses on identified risk events, and making recommendations to prevent their recurrence. Additionally, you will be involved in reporting and monitoring business data related to third-party products, reviewing Product Notes for governance forums, and assessing Key Risk Disclosure documents for client offerings. You will also be expected to review due diligence processes in Public Issuance transactions, track activities under various Company policies such as the Product and Process Approval framework, Corporate Business Continuity Plan, Record Retention Policy, and Outsourcing Policy. Furthermore, you will monitor actionable items from Board Level committees and the Product and Process Approval Committee, create awareness about Company policies through initiatives like periodic mailers and tests, and conduct reviews of adhoc issues as they arise. To excel in this role, you should have 5-12 years of relevant experience and demonstrate core competencies such as adhering to principles and values, applying expertise and technology, analyzing information effectively, learning and researching new concepts, formulating strategies and concepts, and showcasing entrepreneurial and commercial thinking. Your ability to manage and prioritize your workload efficiently will be crucial in achieving positive results in this dynamic environment.,

As a Chartered Financial Analyst (CFA), you will be equipped with the knowledge and skills required in corporate finance, investment management, and financial services. The CFA Program is structured into three levels: preliminary, intermediate, and final. Recognized as a Postgraduate Diploma in Financial Analysis by AICTE, this self-study program provides study material to enrolled students. Additionally, there are other courses available such as Diploma in Basic Finance (DBF) and Merchant Banking and Financial Services (MBFS). To apply for job opportunities in this field, follow these simple steps: 1. Register and complete your profile on https://jobsmatcherai.com/signup 2. Upload your CV and utilize AI to import profile data. 3. Explore AI-matched opportunities and receive job suggestions based on employer matches. 4. Generate an ATS-friendly CV preview. 5. Complete a comprehensive SWOT analysis for a successful job application process. Eligibility criteria for becoming a Chartered Financial Analyst include completion of a graduation degree program in any discipline. Candidates who pass the admission test or are exempted can enroll in the program. The program has three levels of exams that must be cleared within specified time frames. The admission test assesses candidates" aptitude for financial analysis through quantitative reasoning. Various career options and job profiles available for CFAs include: - Private Banker - Chief Executive Officer - Investment Banker - Risk Manager Candidates with specific qualifications such as MBAs, Post Graduate Diploma Holders in Management, CAs, CWAs, CSs, CAIIBs, first-class graduates/post-graduates, and senior executives with ten years of service may be exempted from the admission test. The CFA Program offers a wide range of career opportunities for individuals with diverse educational backgrounds and work experience.,

- Draft Red Herring Prospectus (DRHP), prospectus and document - Relationship Management - Manage open offer processes, drafting letters, regulatory authorities, and ensuring compliance - Assets and Securities - Other Merchant Banking Activities Required Candidate profile Strong analytical and problem-solving skill Strong knowledge of SEBI regulations, industry standards Excellent drafting, communication Ability to work under pressure and meet deadlines

Company Description Swastika Investmart Ltd. is a leading public limited company in the stockbroking and capital markets industry, with a strong presence in India since 1992. The company offers a wide range of services including stock, derivatives, commodity, and currency broking, depository services, merchant banking, and NBFC services. With a strong client base, professional team, and nationwide network, Swastika has been recognized for its excellence in the industry. KEY RESPONSIBILITIESDeal Origination and Business Development Identify, evaluate, and pursue new investment banking opportunities across sectors. Build and maintain relationships with corporates, private equity firms, institutional investors, and startups. Prepare client pitches and presentations to secure mandates for fundraising, M&A, or IPO advisor Transaction Execution Lead and manage end-to-end execution of equity/debt fundraising, M&A, IPOs, buybacks, open offers, and other merchant banking assignments. Coordinate due diligence, valuations, negotiations, and documentation processes. Liaise with legal advisors, auditors, rating agencies, and other intermediaries to ensure smooth transaction closure. Financial Modelling & Analysis Develop detailed financial models including valuation (DCF, comparable companies, precedent transactions, etc.). Conduct industry and company-specific research to support deal analysis. Analyse financial statements to assess company performance and identify red flags. Regulatory & Compliance Coordination Ensure all transactions comply with SEBI, RBI, ROC, and other applicable regulatory frameworks. Manage filings and submissions under SEBI (ICDR), SEBI (LODR), SEBI (SAST), and Companies Act, as required. Act as a point of contact with regulators during approvals and observations. Client Relationship Management Act as a strategic advisor to clients throughout the deal lifecycle. Provide clients with timely market insights, regulatory updates, and investment opportunities. Ensure post-transaction client satisfaction and identify scope for future business references. Team Leadership & Mentoring (for Senior Manager) Supervise junior team members and analysts during transaction execution. Provide guidance and training on financial modeling, pitch creation, and industry practices. Lead internal knowledge-sharing and process improvement initiatives. Market Intelligence & Strategy Monitor capital markets, sectoral trends, and macroeconomic developments. Prepare periodic internal reports and strategic inputs for senior management. Explore innovative financing instruments or structures suitable for clients evolving needs. BASIC QUALIFICATIONS CA or equivalent post-graduate qualification. Certifications like NISM, financial modelling or similar will be an added advantage. Strong experience in IB & MB service of 3-5 years with required tools. MUST-HAVE QUALIFICATIONS Experience in investment banking & merchant banking services. Excellent team leadership, communication, interpersonal and decision-making skills. Experience handling multi-location teams across Tier I, II & III cities. Strong understanding of SEBI regulations, Exchange guidelines, and compliance frameworks. BASIC QUALIFICATIONS CA or equivalent post-graduate qualification. Certifications like NISM, financial modelling or similar will be an added advantage. Strong experience in IB & MB service of 3-5 years with required tools.

Minimum of 10–12 years of experience in accounting, finance, or a related field, with at least 5 years of experience in a senior financial management role, with a proven track record as a CFO or in a similar leadership position.

Qualification:Member of ICSI with a valid Certificate of Practice (COP), or CS with B.Com and LLB, with minimum 3 years of relevant experience. Employment Type:Permanent 6 months probation Work Mode:Office-based Required Candidate profile RoleManage statutory compliances for company n group entities- LLPs.Monitor and review regulatory amendments, circulars from MCA,SEBI,Stock Exchanges.Keep the team informed of all relevant updates

Preparing Financial Model, CMA Data, Working Capital and Restructuring, Credit Appraisal Notes, Information Memorandum, TEV reports. Strong Analysis of Balance Sheet or Financial Statement Liasoning and Relationship Management with Banks & Clients

You should possess a qualification such as MBA (Finance) / CA / ICWA / CFA or any equivalent qualification along with 2-5 years of experience in CA firms, Syndication, consultancy firms, financial consultancy firms, Banks (Corporate banking), NBFCs, or finance (treasury) side of mid-size manufacturing companies. Your expertise should include the preparation of financial models (Green field, brown field, restructuring), financial statement analysis, and project appraisal notes. Basic knowledge of Bank credit, risk evaluation & sanctioning activities is required. Fluency in written and spoken English is a must. Knowledge of TEV & LIE report preparation, and RBI guidelines related to lending is an added advantage. Candidates from financial consultancy firms, techno-commercial consultants, merchant banking companies, rating companies & Asset reconstruction companies, or those with experience in fund-raising in manufacturing companies are preferred. Understanding of debt restructuring guidelines and experience in handling stressed assets and restructuring will be advantageous. Your responsibilities will include offering various services related to banking support, such as Preparation of detailed project report (DPR), Appraisal / Techno Economic Viability (TEV) Study, Loan Syndication, Lender Independent Engineers (LIE) Services, Debt Restructuring, Due diligence (Technical / Financial), and Drafting the DPR / TEV / LIE report. You will also be involved in providing financial inputs for reports, evaluating financial models, assessing financial assumptions, creating independent financial models, calculating accounting ratios, assessing technical inputs, visiting client units/offices, attending meetings with clients/bankers/client consultants, and more. Remuneration will be based on your understanding, ability, exposure, and experience. For HR & Careers, Contact: hr@mitconindia.com,

Role & responsibilities A Merchant services sales officer is responsible for selling payment processing solutions and services to businesses/merchants. This role involves identifying potential clients, presenting suitable products, and managing the onboarding process, all while building strong client relationships and contributing to sales targets. Preferred candidate profile preferring Male candidates with driving license and 2- wheeler Graduation is mandatory age should be less than 35. Interview Details:- venue:- HDFC BANK LTD, 1st floor, No 315, Mettupalayam road, Coimbatore contact person:- Marimuthu Ganesan (7418265477) mail id:- marimuthu.ganesan@hdfcbank.com

Role: We are hiring energetic and self-driven individuals for Sales Officer role in the Merchant Acquisition Business. Contact Person - Harish (8089302900) Responsibilities : Identify and onboard merchants from the open market Promote and sell POS machines (Point of Sale) Achieve daily/monthly sales targets Ensure timely documentation and activation Maintain strong merchant relationships Who can apply : Open Market experience would be preferred for experienced candidates Two-Wheeler is mandatory Must be graduated Regards, Team HR

Role & responsibilities Oversee IPO processing for SME listings, including review of draft documents, basis of allotment, listing of securities and end-to-end listing coordination. Evaluate SME-specific eligibility criteria and ensure adherence to applicable listing norms and SME exchange regulations. Facilitate process automation and documentation standardization for SME IPOs. Monitor internal compliance activities related to SME listings and implement necessary policy changes as per regulatory updates. Support functional teams by providing training related to SME IPO and listing procedures. Assist internal and external auditors during compliance audits by providing relevant documentation. Act as the primary point of contact for stock exchanges and regulators to ensure smooth listing procedures. Stay updated with the latest SEBI guidelines and exchange norms relevant to SME IPOs and ensure complete IPO compliance. Regards, Mansi Shinde

You are an experienced and detail-oriented Execution Head responsible for leading the end-to-end execution of merchant banking assignments, with a primary focus on Initial Public Offerings (IPOs), Offer for Sale (OFS), and related capital market transactions. Your role involves bringing deep domain expertise in equity capital markets, along with strong project management and regulatory compliance skills. Your key responsibilities include leading and managing the execution of merchant banking assignments, conducting financial due diligence, assisting in structuring issues and fundraising strategy, preparing and filing Offer Documents with regulatory authorities, drafting responses to queries, ensuring regulatory compliance in public disclosures, collaborating with internal teams and stakeholders, and staying updated on regulatory guidelines and best practices in capital markets. The ideal candidate for this role is a Chartered Accountant (CA) with 7-8 years of relevant experience in merchant banking, equity capital markets, or investment banking. You should have a proven track record in managing and executing capital market deals independently, a strong understanding of SEBI, NSE, BSE guidelines, excellent communication, analytical, and leadership skills, and the ability to manage multiple stakeholders under strict timelines. If you are passionate about equity markets, possess a strong execution mindset, and are looking to be part of a growing and dynamic team, this opportunity is for you.,

Role & responsibilities Be motivated self-driven and passionate about customers. Experience in working to KPI or performance-based results Have foundations in financial acumen and the ability to communicate in simple language with customers. Evidence of working in an environment that requires proactive learning and best practice sharing. Preferred candidate profile 2-4 Years experience in merchant and digital services.

You will be responsible for leading and managing the execution of merchant banking assignments, with a primary focus on Initial Public Offerings (IPOs), Offer for Sale (OFS), and related capital market transactions. Your role will involve conducting financial due diligence, assisting in structuring issues, preparing and filing Offer Documents with regulatory authorities, and ensuring regulatory compliance in all public filings. Additionally, you will collaborate with internal teams, clients, legal advisors, auditors, and other stakeholders to facilitate smooth execution and timely delivery of projects. The ideal candidate should be a Chartered Accountant (CA) with 7-8 years of experience in merchant banking, equity capital markets, or investment banking. You should have a proven track record in managing and executing capital market deals independently, a strong understanding of SEBI, NSE, BSE guidelines, and other capital market regulations. Excellent communication, analytical, and leadership skills are essential, along with the ability to manage multiple stakeholders and deliver results under strict timelines. If you are passionate about equity markets and possess a strong execution mindset, we welcome you to join our dynamic team. Stay updated with regulatory guidelines and best practices in capital markets to ensure the success of our projects.,

Investment Banker Commerce Graduate Financial modeling & valuation Industry/market research Client presentations & deal support Mumbai location CTC upto 20 lpa Required Candidate profile Send your resume via WhatsApp: 8013014471 Ideaspot Consultant / Kolkata

Job Title: Company Secretary IPO Experience (5+ Years) Location: Sector-63, Noida / Delhi-NCR Company: Intensiv-Filter Himenviro Group Experience: Minimum 5 Years and Maximum 8 Years Job Description: We are looking for a qualified Company Secretary (CS) with minimum 5 years of post-qualification experience, specifically in handling Initial Public Offering (IPO) and SEBI/ROC compliance matters. The ideal candidate will work closely with senior management and merchant bankers to manage end-to-end IPO preparation and execution, along with ongoing secretarial and corporate governance responsibilities. Key Responsibilities: Handle all SEBI, ROC, and stock exchange compliances. Manage the complete IPO documentation process including DRHP, RHP, and listing formalities. Coordinate with merchant bankers, legal counsel, registrars, and auditors. Conduct and maintain Board meetings, shareholder meetings, and statutory registers. Ensure compliance with Companies Act, SEBI (LODR) regulations, and other applicable laws. Draft resolutions, minutes, and regulatory filings (MGT-7, AOC-4, etc.). Liaise with regulators and stock exchanges on pre- and post - IPO requirements. Key Requirements: Qualified Company Secretary (CS) from ICSI. Minimum 5 years of experience, including at least 2 IPOs handled directly or in a lead role. Strong knowledge of SEBI ICDR, LODR Regulations, and Companies Act 2013. Excellent communication, drafting, and compliance management skills. Experience in SME IPO process (preferred but not mandatory). What We Offer: Opportunity to lead a major IPO project. Collaborative, growth-focused work culture. Competitive salary based on experience. Career advancement opportunities in a growing listed group.

Walk In Interview-Sales Officer -Merchant Acquisition-14th -17th July, 10 am -4 pm Contact Person - Rajiv Lochan Kumar -ZSM Address- Indusind Bank Ltd Saket Building (6th Floor), 44 Park Street, Kolkata-700016 Role: We are hiring energetic and self-driven individuals for Sales Officer role in the Merchant Acquisition Business. Responsibilities : Identify and onboard merchants from the open market Promote and sell POS machines (Point of Sale) Achieve daily/monthly sales targets Ensure timely documentation and activation Maintain strong merchant relationships Who can apply : Freshers may also apply Open Market experience would be preferred for experienced candidates Two-Wheeler is mandatory Must be graduated Regards, Team HR Contact -7980927207

Roles and Responsibilities To Achieve Sales targets Establish continuous relationship with the merchants to gain maximum value To liaise with SBI Branch Managers and other teams of SBI to generate leads for merchant sourcing Regularly track and report performance of the zone in terms of targeted sales and business volume To execute the campaigns for increasing terminal usage/activation/sourcing through the team of Associates. Addressing to Merchant problems including Maintenance of Terminals, Merchant Training etc. including with support from Technology Service Providers (TSPs) To Train and monitor sales and relationship teams and percolating down the knowledge, expertise and corporate goals. Note: Candidates willing to work in Jorhat location should apply. Desired Candidate Profile She/he will also focus on expansion and acquisition of merchants within the zone regions assigned. Improve customer satisfaction and drive business volumes of merchant relationship. Provide Leadership Directions to the sales team.

Preparing Draft Red Herring Prospectus (DRHP), Red Herring Prospectus (RHP), and other offer documents, building financial models, conducting market research, and supporting transaction execution. proficiency in Excel and PowerPoint is essential.

Role & responsibilities * Identifying sales opportunities * Meeting with customer * Lead Generation * Closing business deals * Negotiating * Following up with customers * Meeting sales targets Preferred candidate profile * Must have a 2 wheeler * Must have driving license * Must belong to sales background * Must be willing to do field work Perks and benefits * Provision Provident Fund * Provision of ESIC * Provision of lucrative incentives Contact Person: - Mili Saxena (7987788312)

Job Title: Company Secretary Capital Market Location: Goregaon Experience: 3–4 Years (preferably in Merchant Banking or Capital Markets) Salary Range: based on experience & skills Job Description: We are seeking a semi qualified / qualified and experienced Company Secretary (CS) with a strong background in Merchant Banking/ Capital Market to join our team. The ideal candidate should have comprehensive knowledge of SEBI regulations, corporate laws, and compliance requirements related to IPOs, rights issues, takeovers, and listing obligations. Key Responsibilities: Ensure compliance with Companies Act, SEBI regulations, and other corporate laws. Handle IPO/Rights Issue/Preferential Allotment and Listing-related documentation and coordination. Assist in Due Diligence, Drafting Offer Documents, and Liaising with SEBI, Stock Exchanges, NSDL/CDSL, etc. Manage filings under SEBI (LODR), Takeover Code, Insider Trading Regulations, and other capital market requirements. Liaise with regulators, legal counsel, and merchant banking teams for transaction execution. If any one interested share resume on pratima.t@ipsgroup.co.in

Graduate with minimum 1- 2 years of experience in Banking/Insurance Must have experience in CA Sales or sales of any financial product Look for Installation of POS Machine and Sound Box Depth Knoweledge of Merchant Acquisiton Business The relationship officer will be responsible for ensuring engagement and visitation of all retail and Digital portfolio merchants assigned. Relationship Officer will be responsible for portfolio enhancement entailing activation, win-back of volume share from competition. Maintaining complete volume share for both POS & UPI, upselling Soundbox/POS etc & cross-sell. To achieve Merchant Acquiring product and cross-sell targets as Defined by management month on month. To source Merchant Acquiring products (POS, Soundboxes.) from the portfolio basis expansions by the existing merchants. (New outlet/New business line), self-employed segments, existing customer leads To create an additional income line & eventually make the merchants more profitable to business, the Relationship Officer must ensure increased cross-sell penetration in portfolio merchants basis benchmark. The Relationship Officer will be responsible for ensuring 100% leads & databases. Relationship Officer must ensure all documents are checked in Originals, including KYC. Sign OSV after checking the originals only. Visit the customers premises to pick up documents as per policy requirement and Login the file. The relationship officer will ensure quality business sourcing as per defined norms & ensure all sales processes are adhered.

About Citco: The market leader. The premier provider. The best in the business. At Citco, we ve been the front-runner in our field since our incorporation in 1948 led to the evolution of the asset servicing sector itself. This pioneering spirit continues to guide us today as we innovate and expand, push beyond the boundaries of our industry, and shape its future. From working exclusively with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes and geographies. For us, this progress is a pattern that we ll only maintain as we move forward, always prioritizing our performance. So for those who want to play at the top of their game and be at the vanguard of their space, we say: Welcome to Citco. About the Team & Business Line: Fund Administration is Citco s core business, and our alternative asset and accounting service is one of the industry s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience. About You: You are at least a Bachelors/College Degree, Mathematics, Quantity Survey, Commerce, Economics, Finance/Accountancy/Banking or equivalent. You have preferably 2-4 years of experience specializing in Finance - Corporate Finance/Investment/Merchant Banking or equivalent. Fresh graduates may also apply You have knowledge of hedge or mutual funds an asset You have excellent data and alphanumeric entry skills with high degree of accuracy Our Benefits Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect. Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection. Your Role: Reviewing and approving trades booked by Trade processors Coaching and supporting trade processors as required Entry of all trade activity within the global business unit, meeting established timelines Ensure high accuracy standards are maintained for the entry of trade activity Distributing correspondence to investors including confirmations, settlement advices, contract notes, statements and market value statements Assist with other related duties as required Maintain solid working knowledge of multiple systems for the processing of trades Follow fund specific instructions/variables Various shifts will be implemented in the Global Operations Support team

Dear Candidate, Greetings!! We are hiring for Executive Assistant the Job Description is mentioned below for your reference Role & responsibilities Oversee processing of IPOs for Main Board, including review of draft documents, basis of allotment, listing of securities and end-to-end listing coordination. Manage listing of Debt Instruments, including both private placements and public issues. Review departmental processes and implement automation for efficiency and accuracy. Develop and enhance internal compliance policies in line with evolving regulatory requirements. Conduct risk assessments and provide compliance-related training across departments. Collaborate with internal and external auditors during compliance audits, ensuring availability of all necessary documentation. Liaise with regulatory bodies and stock exchanges for smooth communication, query resolution, and timely submission of required information. Ensure seamless compliance with SEBI regulations, ICDR, LODR, and other applicable regulatory frameworks for Mainboard and Debt listings.

Roles and Responsibilities To Achieve Sales targets. To manage the SBI Hubs and FoS. Establish continuous relationship with the merchants to gain maximum value. To liaise with SBI Branch Managers and other teams of SBI to generate leads for merchant sourcing. Regularly track and report performance of the zone in terms of targeted sales and business volume She/he will be responsible for growing business volumes from existing portfolios and new acquisitions. Cross selling of the products to existing customers to generate revenue. Responsible for identifying, prioritizing & developing new & existing businesses. Handling Portfolios and serving queries of customers. Maintain strong relationships with the customers. Support leadership on key initiatives which support business growth and retention. Desired Candidate Profile She/he will also focus on expansion and acquisition of merchants within the zone regions assigned Improve customer satisfaction and drive business volumes of merchant relationship