Vice President - Origination - Investment Banking

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 Purpose

Lead 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.
  
  

Skills Required
Market Analysis, Transaction Structuring, Financial Modeling