Partner / Director - Investment Banking- Industrial

Capwise; Mumbai; On-site; INR 6,000,000 - 10,000,000; Full time

Job summary

Capwise Financial Services Private Limited is seeking a Partner/Director to lead the Industrial Sector practice, covering manufacturing, engineering, capital goods, autos, chemicals, metals, and infrastructure. This P&L‑owning role demands revenue budgeting, origination, pricing, and high‑level client leadership.

You will cultivate promoters and boards, oversee deal delivery, structure mandates, and drive profitability through a dedicated team of senior bankers, aligning with Capwise’s growth

Qualifications

• MBA from a Tier-1 business school.
• Chartered Accountant (CA) qualification.
• CFA charterholder would be beneficial.
• Track record of closing mid-to-large cap M&A and fundraising deals.

Responsibilities

• Own the industrial sector P&L and annual fee-revenue budget.
• Build and manage a proprietary pipeline of promoters and corporates.
• Lead pitches, mandates, and engagement negotiations to win mandates.
• Oversee delivery of fund-raising and M&A transactions; manage margins.

Skills

Business development

Client origination

P&L management

Negotiation skills

Legal documentation

Analytical thinking

Education

MBA (Tier-1 B-School)

CA

CFA charterholder

Job description

Capwise Financial Services Private Limited | Full time

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.

Job Description

Weare seeking an experienced Partner /Director to lead our Industrial Sector practice, covering manufacturing,engineering and capital goods, auto components, chemicals, metals and mining,infrastructure, and industrial services . This is a P&L-owning role. You will carry the revenue budget forthe sector, build and convert your own origination pipeline, price and winmandates, and be accountable for the profitability, resourcing, and growth ofthe practice .

You will own the industrial franchise endto end: cultivating relationships with promoters, boards, and financialsponsors; converting them into signed mandates on commercially attractiveterms; overseeing delivery of fund-raising and M&A transactions throughyour team; and managing the revenue, cost, and margin outcomes of the vertical.

KeyResponsibilities

1. P & LOwnership & Business Development

• Revenue & P&L Ownership: Own theindustrial sector P&L — set and deliver the annual fee-revenue budget,manage the team cost base and deal expenses, and report performance andforecasts to the firm's leadership.


• Origination & Pipeline: Build and own aproprietary pipeline of promoters, corporates, family offices, and financialsponsors across the industrial space, supplemented by the firm's centralnetwork and balance sheet.


• Pitch to Win: Lead pitches and bake-offs,presenting deep industrial-sector insight and bespoke transaction 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 capital raising andM&A (buy-side, sell-side, joint ventures) transactions.


• FinancialModeling & Valuation: Supervise the creation of complex financialmodels, valuation analyses (DCF, comparable companies, precedent transactions),and investment thesis formulations.


• CollateralPreparation: Ensure the highest quality production of pitch books,Confidential Information Memorandums, Teasers, and Management Presentations.


• Data RoomManagement: Oversee Virtual Data Rooms (VDR), managing the flow ofinformation between clients, investors, and buyers.


• DueDiligence Coordination: Lead the financial, legal, tax, and commercial duediligence processes, actively resolving deal-breakers and bottlenecks.


• DefinitiveDocumentation: Collaborate with legal counsels to negotiate and finalizeShare Purchase Agreements (SPA), Share Subscription Agreements (SSA),Shareholders' Agreements (SHA), and other definitive transaction documents.

4.Team Leadership & Stakeholder Management

• Team Building & Leadership: Hire,manage, mentor, and maximize the utilization and productivity of adedicated team of Vice Presidents, Associates, and Analysts within the Industrial Sector practice.


• ClientManagement: Act as the primary, trusted advisor to C-suite executives, boards, and promoters across the fullrelationship lifecycle, deepening wallet share and building a durable, repeatclient base.

Requirements

• Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFAcharterholder.


• Experience: 15+ years of core investment banking experience within a reputed IB firm,institutional platform, or boutique advisory house, including substantialcoverage of industrial and manufacturing clients.


• TrackRecord: A proven history of successfully closing mid-to-large cap M&Aand fundraising transactions. Must be able to demonstrate an extensive list ofclosed deals , together with evidenceof personally originated revenue and, ideally, prior ownership of a revenuebudget or practice P&L.


• SectorExpertise: Deep domain knowledge of industrial value chains (manufacturing, capital goods, auto ancillaries,chemicals, metals, infrastructure), familiarity with the relevant regulatoryand environmental regime, and active networks among strategic acquirers,PE/infrastructure funds, and promoter groups in the sector.


• Skills: Proven business -development andclient-origination ability, commercial and P&L management judgment(pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legaldocumentation/deal structures, and sharp analytical acumen.