- Experience in investment banking, corporate finance or business development, with a strong track record of developing pitch books for transactions in sectors of Healthcare, Pharmaceuticals and Industrials.

- Proven experience in Deal Closure (minimum 2 deals) and client management

- Expertise in financial modeling, preparing pitch books & IM, valuation, and financial analysis.

- Experience in leading brainstorming sessions, guiding teams and reviewing deliverables to ensure high standards.

Position Summary:

This position will lead to the development of pitch books, investor presentations and client communications. The role will guide the team through the entire process from brainstorming ideas to presenting financial models and ensuring alignment with business development objectives. It requires a deep understanding of equity processes and involves regular communication with clients, prospects, and internal teams.

Key Responsibilities:

Deal Execution:

- Managing all aspects of the deal process, collaborating with internal teams and external stakeholders and ensuring that each stage is handled with precision.

- Oversee the development of pitch books for various equity transactions. Ensure content is compelling, consistent and tailored to the specific audience (investors, clients, internal stakeholders).

- Guide the structure and flow of presentations, ensuring they are clear, persuasive and aligned with the client's strategic goals.

- Ensure that all outputs are aligned with internal standards, addressing any issues or feedback before delivering the final version to the client.

- Provide strategic insights into financial projections, scenario analysis, and valuation metrics.

- Present the analysis done by Analyst in a meaningful way - Conduct in-depth industry research to identify trends, opportunities, and risks.

- Develop insights to support deal origination and client decision-making

Leadership & Team Development:

- Guide and mentor the team through all stages of pitch book development from brainstorming and idea generation to final execution.

- Collaborate with Analysts and junior team members to ensure deliverables meet the highest standards.

- Mentor junior team members, fostering a culture of excellence and learning.

Stakeholder Communication/Client Management:

- Provide clear updates to clients and internal stakeholders on progress, key milestones, and any strategic changes or opportunities.

- Ensure that all communication, both internal and external, is clear, concise and professional.

- Support ETL/Directors in relationship management and deal structuring

Business Development:

- Lead discussions with prospective clients, presenting the firm's capabilities, and understanding client needs to build strong relationships. Proactively engage in business development calls and client meetings.

- Contribute to deal origination by preparing client proposals, market analyses, and engaging in idea generation.

- Maintain and build client relationships, acting as the key point of contact for both current and potential clients.

Work Environment:

- Fast-paced, dynamic work environment with a focus on teamwork and collaboration.

- Opportunity to interact with senior leadership clients and investors at senior level.

- Requires flexibility and the ability to adapt to changing priorities and deadlines.

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Posted By

Sonali

HR at Anand Rathi Shares Stock Brokers Ltd.

Last Active: 02 December 2025

Job Views:
799

Applications: 155

Recruiter Actions: 43

Posted in

Banking & Finance