Unified Vision Capital - Team Leader - Client Coverage - Investment Banking

ROLE PURPOSE:

The incumbent will spearhead the Client Coverage team for our Mumbai office, focusing on strengthening relationships with corporates and investors while driving origination and execution of complex investment banking transactions.

The role provides exposure to a diverse range of deals including structured finance, project finance, M&A, equity fundraises, and capital market transactions across sectors with particular depth in structured debt, private equity, NBFC, and foreign bank relationships given Mumbai's role as UVC's primary execution hub.

P&L ACCOUNTABILITY:

This is a P&L-owning leadership role. The Team Leader holds direct accountability for revenue generation, deal origination targets, and cost management for the Mumbai Client Coverage vertical and team.

KEY RESPONSIBILITIES:

Strategic Client Coverage & Relationship Management:

• Serve as the senior liaison for corporate clients in Mumbai and Western India, delivering high-quality relationship management.
• Originate new business by understanding client strategies, industry dynamics, and capital requirements including large corporates, conglomerates, and NBFC treasuries.
• Collaborate with senior bankers to shape and execute relationship strategies aligned to client growth.
• Ensure seamless coordination across product and sector teams for integrated client service delivery.

Origination & Transaction Advisory:

• Develop and present tailored financing and strategic solutions in collaboration with sector and product teams.
• Lead the preparation of client materials including pitchbooks, company profiles, and financing proposals.
• Identify opportunities for M&A, equity/debt issuance, and restructuring based on financial analysis and market benchmarking.

Deal Execution Leadership:

• Drive execution of complex transactions by preparing information memorandums, supporting due diligence, coordinating with third-party advisors, and ensuring compliance with risk and legal protocols.
• Review and validate financial models, valuation analyses, and investor presentations.
• Oversee deal timelines and ensure transparent client communications throughout the transaction lifecycle.

Investor Management:

• Build and maintain relationships with PE/credit funds, onshore and offshore GPs and LPs, and foreign bank desks (Standard Chartered, JP Morgan) active in Mumbai.
• Identify investor mandates and match suitable proposals and transactions.
• Manage end-to-end investor interactions to ensure successful deal placement.

Sector & Market Intelligence:

• Develop deep expertise across relevant sectors, acting as a thought partner to clients.
• Monitor macroeconomic, regulatory, and competitive developments affecting clients.
• Share regular insights on sector outlooks, capital markets, and potential inorganic opportunities.

QUALIFICATIONS & EXPERIENCE:

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA/CFA preferred.
• 15+ years of overall experience, with 10+ years in investment banking, corporate finance, or client relationship leadership.
• Demonstrated experience managing teams/verticals and investor coordination, including direct P&L ownership.
• Proven track record in client coverage and execution of complex transactions, with existing relationships across NBFCs, foreign banks, and large corporates in Mumbai.
• In-depth knowledge of local regulatory frameworks and global financial markets.
• Strong leadership, communication, and relationship-building skills.

WHY JOIN US:

• Lead the Client Coverage function for Mumbai in a high-impact, P&L-owning leadership role.
• Exposure to diverse investment banking products and marquee clients across geographies.
• Be part of a meritocratic, collaborative culture driven by integrity and excellence.
• Opportunity to influence firm-wide strategy and work closely with senior leadership and investors globally.

REPORTING STRUCTURE:

• Reports To: CEO