Vice President - Origination - Investment Banking (PSS07815)

40 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Work Mode

On-site

Job Type

Full Time

Job Description

About The Company

A 40-year-old boutique investment bank listed on the BSE, the firm has built a strong debt and private equity advisory practice. It provides mid-market clients with structured debt, promoter financing, PE buyout, acquisition finance, and non-dilutive capital solutions. The firm also supports clients in raising venture capital, early-stage and late-stage equity, and other forms of growth capital across listed and unlisted markets.Role PurposeLead and scale the Corporate Agency vertical end-to-end, own strategy and P&L, build multi-insurer partnerships, ensure IRDAI-compliant operations, and drive profitable growth across categories.Key Responsibilities
  • Originate and structure debt, structured debt, equity, and structured equity financing mandates with corporate clients.
  • Negotiate and secure mandates through strong relationships with promoters and CXO-level executives.
  • Assess and understand the full spectrum of client financial and capital-raising requirements.
  • Collaborate with the Investment Banking team to prepare teasers, pitch books, information memoranda, management presentations, and financial models.
  • Act as the primary relationship interface for all equity, debt, and structured finance products.
  • Develop and maintain strong working relationships with external stakeholders, advisors, and investors.
  • Support primary research including market sizing, competitor benchmarking, and due diligence to facilitate deal closure.
  • Monitor market trends and credit underwriting appetite to identify and originate suitable transactions.
  • Drive performance against revenue-based evaluation metrics.
  • Ensure high-quality execution and client satisfaction across all transaction stages.

Required Experience & Qualifications

  • Education: CA / CFA / MBA.
  • Experience: 15–18 years in insurance distribution/corporate agency/bancassurance with NBFC/MFI/Bank/Broking exposure.
  • Leadership: Proven ability to manage senior client relationships and influence Promoter and CXO-level stakeholders.
  • Technical Expertise: Financial modeling, valuation matrices, market analysis, and transaction structuring.
  • Soft Skills: Self-starter with strong communication, interpersonal, presentation, analytical, and problem-solving abilities; demonstrates initiative and maturity in client engagements.
Why Consider this Opportunity?
  • Lead origination and execution for high-impact debt and equity transactions in the mid-market segment.
  • Work directly with promoters, CFOs, and CXOs across diverse industries.
  • Join a long-established, listed investment bank with a strong advisory track record.
  • Shape strategic capital-raising solutions across structured finance and private equity domains.
  • High visibility and growth potential within a performance-driven, entrepreneurial environment.

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