Partner / Director - Financial Institutions Group (FIG)

Capwise; Mumbai; On-site; INR 3,500,000 - 7,500,000; Full time

Job summary

Capwise Financial Services Private Limited invites a seasoned Director to lead the Financial Institutions Group (FIG), focusing on NBFCs, HFCs, MFIs, fintech lenders, and other financial institutions. This P&L role demands ownership of revenue, margin, and end-to-end deal execution, including structuring and closing debt capital transactions.

The candidate will cultivate promoters, CFOs, and treasury teams, drive origination, pricing, and win mandates, and oversee a team delivering term loans,

Qualifications

• MBA or equivalent from a top-tier business school.
• CA or CFA charterholder mandatory.
• 15+ years of core investment banking, debt capital markets experience.

Responsibilities

• P&L ownership for the FIG group: set and deliver revenue budgets, manage costs and margins, and report performance to leadership.
• Oversee debt capital market transactions: term loans, NCDs, securitization, direct assignment, co-lending, structured debt, ECB.
• Lead and develop a high-performing team of VPs, associates, and analysts; manage client relationships with NBFCs, HFCs, MFIs, banks, and institutional funds.

Education

MBA from a Tier-1 business school

Chartered Accountant (CA)

CFA charterholder

Job description

Capwise Financial Services Private Limited | Full time

Partner / Director - Financial Institutions Group (FIG)

Capwise Group comprises Capwise Financial Services Private Limited (Investment Banking & Advisory), Capwise Finance Private Limited (RBI-registered NBFC), Capwise Wealth Management Private Limited, and Capwise Financial Product Distribution Private Limited - delivering integrated solutions across advisory, lending, wealth management, and financial distribution. Capwise Financial Services is the Group's investment banking and financial advisory arm, helping businesses raise capital, execute strategic transactions, and navigate complex financial decisions across domestic and cross-border markets.

Job Description

Weare seeking an experienced Director to lead our Financial Institutions Group(FIG) — a debt-focused practice that helps non-banking financial companies(NBFCs), housing finance companies (HFCs), microfinance institutions (MFIs),small finance banks, fintech lenders, and other financial institutions raisefunds from banks, other NBFCs, and institutional debt investors. Coverage spansterm loans, non-convertible debentures (NCDs), securitization and directassignment, co-lending arrangements, structured and subordinated debt, andother debt capital markets products. This is a P&L-owning role. You willcarry the revenue budget for the sector, build and convert your own originationpipeline, price and win mandates, and be accountable for the profitability,resourcing, and growth of the practice.

You will own the FIG franchise end to end:cultivating relationships with promoters, CFOs, and treasury teams at NBFCs andother financial institutions, as well as with the credit and investment teamsof banks, NBFCs, mutual funds, AIFs, DFIs, and offshore credit funds on thelending side; converting these relationships into signed debt mandates oncommercially attractive terms; overseeing the structuring, syndication, andclosing of fund-raising transactions through your team; and managing therevenue, cost, and margin outcomes of the vertical.

KeyResponsibilities

1. P & LOwnership & Business Development

• Revenue & P&L Ownership: Own theFinancial Institutions Group (FIG) P&L — set and deliver the annualfee-revenue budget, manage the team cost base and deal expenses, and reportperformance and forecasts to the firm's leadership .
• Origination & Pipeline: Build and own aproprietary pipeline of NBFCs, HFCs, MFIs, fintech lenders, and other financialinstitutions seeking debt capital, alongside banks, NBFCs, mutual funds, AIFs,DFIs, and other lenders and debt investors, supplemented by the firm's centralnetwork and balance sheet.
• Pitch to Win: Lead pitches and bake-offs,presenting deep FIG and debt-market insight and bespoke fund-raising strategiesthat convert prospects into signed clients.
• MandateStructuring: Draft, negotiate, and finalize Mandate Letters, EngagementAgreements, and fee structures, pricingmandates to protect the practice's margin and the commercial interestsof the firm.

2. Transaction Oversight & Delivery

• TransactionManagement: Hold deliveryaccountability across the entire lifecycle of debt raising andsyndication (term loans, NCDs, securitization, direct assignment, co-lending,structured and subordinated debt, and ECB) transactions.
• FinancialModeling & Credit Analysis: Supervise the creation of complex financialmodels, credit and cash-flow analyses, asset-liability (ALM) and pool-cutanalyses, and the credit story and structuring rationale presented to lendersand rating agencies.
• CollateralPreparation: Ensure the highest quality production of pitch books, InformationMemoranda, lender presentations, rating agency presentations, andpool/portfolio data packs.
• Data RoomManagement: Oversee Virtual Data Rooms (VDR), managing the flow ofinformation between clients, lenders, and debt investors.
• DueDiligence Coordination: Lead the financial, legal, credit, and portfoliodue diligence processes, actively resolving deal-breakers and bottlenecks.
• DefinitiveDocumentation: Collaborate with legal counsels and debenture trustees to negotiate and finalize term sheets, sanction letters, Facility/Loan Agreements, Debenture Trust Deeds, securitization and assignment documents, security and hypothecation deeds, and other definitive financing documents.

4. Team Leadership & Stakeholder Management

• Team Building & Leadership: Hire, manage, mentor, and maximize the utilization and productivity of a dedicated team of Vice Presidents, Associates, and Analysts within the Financial Institutions Group.
• Client Management: Act as the primary, trusted advisor to promoters, CFOs, and treasury teams of NBFCs and other financial institutions across the full relationship lifecycle, while maintaining strong relationships with bank and institutional credit teams, deepening wallet share and building a durable, repeat client base .

Requirements

Qualifications& Experience

• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA charterholder.
• Experience: 15+ years of core investment banking, debt capital