Investment Banking - Executive Director / Director - South India Coverage

JM Financial Ltd · Bengaluru, India

Overview: A sector-agnostic Investment Banking Coverage role focused on developing and strengthening client relationships across industries within the assigned geography. The incumbent will be responsible for originating, structuring, and executing a broad range of investment banking transactions while driving senior-level client engagement and business development.

Eligibility:

• Education - MBA from a premier institute/CA
• Experience - 8+ Years
• Role – Vice President / Director / Executive Director
• Location - Bangalore

Key Responsibilities

• Originate ECM, M&A, and strategic advisory opportunities within the Southern part of India.
• Build and deepen relationships with CXOs, promoters, and senior management teams across industries.
• Sector agnostic - Drive business development initiatives and generate transactions.
• Lead industry research, market mapping, and opportunity identification.
• Prepare client presentations, transaction proposals, and mandate pitches.
• Develop insights on industry trends, competitive landscapes, and potential deal opportunities.
• Manage end-to-end life cycle of buy-side, sell-side, fundraising, and strategic advisory mandates along with Products team.
• Serve as the primary relationship manager for key clients.
• Advise clients on transaction strategy, valuation, structuring, and execution.
• Negotiate pricing, deal structures, and transaction terms.
• Lead and mentor junior team members.
• Review financial models, valuation analyses, information memoranda, and presentations.
• Coordinate with product specialists, sector teams, legal advisors, and other internal stakeholders to ensure smooth deal execution.

This role is best suited for a senior investment banker with a strong blend of origination capability, transaction execution expertise, and CXO-level relationship management experience.