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. 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
We are seeking an experienced VP / SVP tojoin our Industrials team, covering manufacturing, engineering andcapital goods, auto components, chemicals, metals and mining, infrastructure,and industrial services . This is anorigination-and-execution role. You will build and convert your own pipeline ofmandates across these sub-segments, structure and price transactions, and beaccountable for delivery and successful closure of deals against agreed revenueand origination targets.
You will own your mandates end to end:cultivating relationships with promoters, founders, and CFOs, as well as theinvestor community (private equity funds, strategic investors, family offices,and lenders) across the industrials ecosystem; converting opportunities intosigned mandates on commercially attractive terms; and driving execution throughstructuring, due diligence, and closing — supported by the practice's sectorstrategy and leadership, Capwise's broader platform, central origination network,and execution capabilities.
Key Responsibilities
1. Origination & ClientRelationship Management
- OriginationOwnership: Own end-to-end originationfor the Industrial vertical, independently building and converting a high-valuepipeline through personal network and relationship-led sourcing.
- RevenueAccountability: Carry primaryaccountability for mandate wins and fee revenue generated by the vertical.
- CXO &Board Relationships: Act as thefirm's senior relationship owner with promoters, founders, boards, andinstitutional investors, shaping their strategic capital and exit decisions.
- MarketPositioning: Represent the firm andshape its origination strategy across investor forums, industry events, and thebroader ecosystem.
- PortfolioOversight: Oversee execution acrossmultiple concurrent mandates within the vertical, ensuring quality, pace, andcompliance across the full deal lifecycle.
- Complex DealLeadership: Personally lead thevertical's most complex, high-value transactions, stepping in on structuring,negotiation, and closing where needed.
- Escalation& Risk Resolution: Act as thefinal escalation point for execution risks, deal-breakers, and negotiationimpasses.
- MarketStrategy: Set the vertical's marketintelligence agenda — tracking macro trends, regulatory shifts, andconsolidation themes that inform origination strategy.
- StrategicInvestor Relationships: Build and ownstrategic relationships with marquee PE funds, strategic investors, familyoffices, and institutional investors.
- Team Building: Build, lead, and scale the vertical'steam — including AVPs, Managers, Associates, and Analysts.
- Succession& Development: Own successionplanning, performance management, and career development for the team.
- Culture: Set the vertical's culture, accountability standards,and capability-building roadmap.
- P&LOwnership: Own the vertical's overallfinancial performance, including revenue, deal economics, and profitability.
- GovernanceRepresentation: Ensure regulatory,governance, and ethical compliance across all transactions, and represent thevertical in firm-wide governance reviews.
Requirements
Qualifications & Experience
- Education: MBA from a Tier-1 business school, Chartered Accountant (CA), or CFA.
- Experience: 11 to 14+ years of core investment banking experience within a reputed IBfirm, 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 judgement(pricing, resourcing, cost control), master-level negotiation skills, strong understanding of legaldocumentation/deal structures, and sharp analytical acumen.