DRChoksey FinServ - Head - Investment Banking

Description:

About the Job We are looking to appoint a Head Investment Banking to lead and scale the firms Investment Banking vertical.

The role will be responsible for origination, execution oversight, revenue growth, and client relationships across M&A, private equity fund raising, structured finance, and strategic advisory.

This is a senior leadership role with direct responsibility for building a strong deal pipeline, closing marquee transactions, and institutionalising the IB franchise in alignment with the firms Wealth, PMS, and AIF platforms.

Roles & Responsibilities:

- Lead the Investment Banking business, including M&A advisory, private equity fund raising, strategic transactions, and structured finance.

- Drive deal origination through promoters, UHNI / Family Offices, PE/VC funds, corporates, and institutional relationships.

- Oversee end-to-end deal execution, including pitchbooks, IMs, valuations, due diligence, negotiations, and transaction closure.

- Build and manage a robust IB pipeline, ensuring consistent fee generation and high conversion ratios.

- Work closely with Wealth Management, PMS, and AIF teams to enable cross-selling and capital raise opportunities.

- Lead client engagement at CXO / promoter / investor level, acting as a trusted strategic advisor.

- Build, mentor, and manage the IB team (Associates, VPs, Directors) with strong execution discipline.

- Ensure adherence to regulatory, compliance, and governance standards across all IB transactions.

- Represent the firm in market forums, investor meetings, and strategic partnerships.

- Own IB revenue targets, profitability, and cost discipline.

Skills Required Domain Skills:

- Strong experience in Investment Banking, covering:

- M&A (buy-side and sell-side)

- Private equity / strategic fund raising

- Corporate finance & strategic advisory

- Deep understanding of Indian capital markets, PE/VC ecosystem, and corporate deal landscape.

- Proven track record of closed transactions with measurable deal value.

- Sector exposure across financial services, manufacturing, consumer, healthcare, infrastructure, or technology preferred.

Technical Skills:

- Expertise in financial modelling, valuation (DCF, comps, transaction multiples).

- Strong command over IMs, pitchbooks, teasers, and transaction documentation.

- Understanding of SEBI regulations, Companies Act, FEMA, and transaction structuring.

- Ability to evaluate business models, risks, and deal economics.

- Comfortable with CRM tools, pipeline management, and financial analysis platforms.

Managerial Skills:

- Strong leadership and people management capabilities.

- Excellent client management, negotiation, and stakeholder engagement skills.

- Ability to work in a high-pressure, target-driven environment.

- Strategic thinking with strong execution orientation.

- Proven ability to collaborate across Wealth, PMS, AIF, and Research teams.

Experience & Qualifications:

- 10+ years of relevant experience in Investment Banking, Corporate Finance, or Transaction Advisory.

- Prior experience at investment banks, Big 4 deal advisory, boutique IB firms, or leading financial institutions.

- MBA / CA / CFA or equivalent professional qualification preferred.

- Demonstrated experience in leading teams and managing P&L or revenue targets