Partner M&A

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; On-site; INR 4,000,000 - 6,000,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks a dynamic leader to head an independent Strategic Business Unit focused on investment banking, M&A advisory and strategic financings in the Pune region.

The role demands an entrepreneurial mindset with ownership of client management, deal execution and profitability across the unit. You will mentor a high-performing team and partner with senior leadership to drive growth and governance. MBA/CA/CFA preferred; extensive deal experience essential.

Qualifications

• Extensive experience in Investment Banking, M&A Advisory, Corporate Finance or Transaction Advisory.
• Proven track record in business origination and deal execution.
• Strong network among promoters, corporates, investors and financial institutions.
• Experience leading and mentoring high-performing teams.
• Demonstrated ability to build and manage profitable business verticals.

Responsibilities

• Lead an independent Strategic Business Unit with ownership of business development, client management, transaction execution and profitability.
• Own the overall performance and profitability of the SBU and monitor revenue, productivity, and operational efficiency.
• Lead end-to-end execution of investment banking mandates and coordinate due diligence, negotiations and documentation.
• Build, mentor and lead a team of investment banking professionals and foster a performance-driven culture.
• Drive client relationships, represent the organization at industry forums, and identify cross-sell opportunities.
• Ensure compliance with internal policies and regulatory requirements and maintain high ethical standards.
• Prepare periodic MIS and management reports to drive strategic decisions.
• Work closely with senior leadership on strategic initiatives and organizational growth.

Skills

Investment banking leadership

M&A advisory

Business development

Team leadership

Strategic thinking

Relationship management

Negotiation

Ethics & governance

Client management

Education

MBA / CA / CFA

Equivalent qualification

Tools

Excel

PowerPoint

MS Office

Job description

Role Overview

The successful candidate will lead an independent Strategic Business Unit (SBU) with complete ownership of business development, client management, transaction execution, team leadership, and profitability.

The role offers significant autonomy and is suited for professionals who possess an entrepreneurial mindset and enjoy building businesses.

Key Responsibilities

Business Development & Client Origination

• Develop and manage relationships with promoters, corporates, private equity funds, family offices, institutional investors and strategic buyers.
• Originate M&A, capital raising, strategic advisory and corporate finance mandates.
• Build and maintain a healthy transaction pipeline.
• Drive revenue generation through new client acquisition and existing client relationships.
• Represent the organization at industry forums and networking events.

Transaction Execution

• Lead end-to-end execution of investment banking mandates.
• Advise clients on mergers & acquisitions, fundraising, strategic partnerships and corporate finance transactions.
• Coordinate due diligence, negotiations, financial analysis, valuation and documentation.
• Ensure timely completion of transactions while maintaining high quality standards.

Team Leadership

• Build, mentor and lead a team of investment banking professionals.
• Develop sector expertise within the team.
• Allocate assignments and monitor execution quality.
• Foster a collaborative, performance-driven culture.
• Coach team members and support their professional development.

Business Unit Management

• Own the overall performance and profitability of the Strategic Business Unit.
• Monitor revenue, productivity and operational efficiency.
• Review business performance through periodic MIS and reporting.
• Ensure effective utilization of team resources.
• Drive continuous process improvements.

Risk & Governance

• Maintain high standards of ethics and professional conduct.
• Ensure compliance with internal policies and regulatory requirements.
• Identify potential conflicts of interest and mitigate associated risks.
• Maintain confidentiality of client information.

Client Relationship Management

• Build long-term trusted relationships with clients.
• Ensure superior client service throughout the engagement lifecycle.
• Provide regular updates on assignment progress.
• Identify opportunities for repeat and cross-functional business.

Organizational Structure

• Operate as the head of an independent Strategic Business Unit.
• Lead a dedicated team comprising investment banking professionals across various experience levels.
• Develop sector-focused expertise while collaborating with other business teams when required.
• Work closely with senior leadership on strategic initiatives and organizational growth.

Behavioral Competencies

The ideal candidate should demonstrate:

• Entrepreneurial mindset
• Strong leadership and people management skills
• Commercial acumen
• High level of ownership and accountability
• Strategic thinking
• Strong relationship-building abilities
• Excellent communication and negotiation skills
• Positive attitude with a solution-oriented approach
• Ability to work independently while collaborating across teams
• Strong ethical standards and professional integrity

Principal Accountabilities

• Drive business growth and profitability of the Strategic Business Unit.
• Lead business development initiatives and generate quality deal opportunities.
• Build and develop a high-performing investment banking team.
• Monitor team performance and conduct periodic performance reviews.
• Maintain discipline, governance and operational excellence.
• Prepare periodic MIS and management reports.
• Ensure timely execution of client assignments.
• Build strong relationships with clients and external stakeholders.
• Maintain quality standards across all engagements.
• Encourage knowledge sharing and cross-functional collaboration.
• Ensure adherence to organizational policies, compliance requirements and professional standards.

Preferred Experience

• Extensive experience in Investment Banking, M&A Advisory, Corporate Finance or Transaction Advisory.
• Proven track record in business origination and deal execution.
• Strong network among promoters, corporates, investors and financial institutions.
• Experience leading and mentoring high-performing teams.
• Demonstrated ability to build and manage profitable business verticals.

Education

• MBA / CA / CFA / Equivalent qualification preferred.
• Additional certifications in finance or valuation would be an advantage