Job Description
Purpose of the Role:
This role has responsibility of handling:
• Supporting the team in assessing Debt/Private equity/M&A deals, building financial models and marketing collaterals, participating in investor due diligence, market and industry research, preparing materials like Notes, Memos, PPTs, Information Memorandum to support a transaction for both internal and external stakeholders.
• Supporting the team for business development/origination of deals on Debt syndication/Private Equity/M&A
• Supporting the team for identifying relevant origination opportunities for participation and scheduling meetings with KMPs and/or Promoters
• Presentation to key internal/external stakeholders for Investment banking/ advisory clients
• Maintaining the dashboards/MIS regularly and updating the Partner on key developments
• Driving the Fee income business along with the Partner and contributing to the wallet share as per the targets assigned.
• Identification of new business opportunities and travel on assignment/s as and when required either BD or execution.
• Maintaining investor relationships viz; Banks, NBFC, PE/VC Funds, Family offices etc and updating the investor database specific to each deal.
Key Responsibilities
Business Development (BD)
• To continuously work to achieve new business opportunities and organizing Team meetings or setting up con-calls with senior management.
• Explore BD opportunities across core sectors and geographies and travel with senior management at short notices
• To identify new opportunities for existing clients and communicate to manager
Client service delivery/execution
• Execute the work on a multiple client base for Investment banking assignments
• Supporting in preparation of Information Memorandums, Financial Models, Pitch presentations, Project reports and/or Teasers
• Travelling at the client locations to ensure closure of Information gaps and/or execution related work as and when required.
• Participation in Due diligence of Deals till definitive documentation closures
• Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact issues with his/her clients
Risk Management
• Ensure compliance with risk management strategies, plans and activities.
• Understand the concept of risk management and is able to bring to focus risk issues on client assignments and take issues to the notice of the manager/supervisor.
Knowledge Management
• · Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge on ongoing basis.
Attributes/ Technical Skills
• Minimum 3-5 years working experience in Investment banking/Consulting.
• Exposure to Business development, execution of Debt/equity deals, Financial Modeling, and/or primary & secondary research.
• Expertise in macro-economic research and identification of KPIs/SWOT
• Have good working experience of financial modeling, preparation of marketing collaterals and investor relationships.
• Excel, Word, Powerpoint and Writing & Presentation skills
Education/ Memberships
• Any bachelor’s degree, Chartered Accountant/MBA (Finance)
• Strong communication and interpersonal skills
This role has responsibility of handling:
• Supporting the team in assessing Debt/Private equity/M&A deals, building financial models and marketing collaterals, participating in investor due diligence, market and industry research, preparing materials like Notes, Memos, PPTs, Information Memorandum to support a transaction for both internal and external stakeholders.
• Supporting the team for business development/origination of deals on Debt syndication/Private Equity/M&A
• Supporting the team for identifying relevant origination opportunities for participation and scheduling meetings with KMPs and/or Promoters
• Presentation to key internal/external stakeholders for Investment banking/ advisory clients
• Maintaining the dashboards/MIS regularly and updating the Partner on key developments
• Driving the Fee income business along with the Partner and contributing to the wallet share as per the targets assigned.
• Identification of new business opportunities and travel on assignment/s as and when required either BD or execution.
• Maintaining investor relationships viz; Banks, NBFC, PE/VC Funds, Family offices etc and updating the investor database specific to each deal.
Key Responsibilities
Business Development (BD)
• To continuously work to achieve new business opportunities and organizing Team meetings or setting up con-calls with senior management.
• Explore BD opportunities across core sectors and geographies and travel with senior management at short notices
• To identify new opportunities for existing clients and communicate to manager
Client service delivery/execution
• Execute the work on a multiple client base for Investment banking assignments
• Supporting in preparation of Information Memorandums, Financial Models, Pitch presentations, Project reports and/or Teasers
• Travelling at the client locations to ensure closure of Information gaps and/or execution related work as and when required.
• Participation in Due diligence of Deals till definitive documentation closures
• Network internally within the peer group and other levels in the firm in order to gain understanding of issues that may impact issues with his/her clients
Risk Management
• Ensure compliance with risk management strategies, plans and activities.
• Understand the concept of risk management and is able to bring to focus risk issues on client assignments and take issues to the notice of the manager/supervisor.
Knowledge Management
• · Support knowledge sharing efforts and continually improve processes so that the work team can capture and leverage knowledge on ongoing basis.
Attributes/ Technical Skills
• Minimum 3-5 years working experience in Investment banking/Consulting.
• Exposure to Business development, execution of Debt/equity deals, Financial Modeling, and/or primary & secondary research.
• Expertise in macro-economic research and identification of KPIs/SWOT
• Have good working experience of financial modeling, preparation of marketing collaterals and investor relationships.
• Excel, Word, Powerpoint and Writing & Presentation skills
Education/ Memberships
• Any bachelor’s degree, Chartered Accountant/MBA (Finance)
• Strong communication and interpersonal skills
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager Investment Banking position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.