Xped - Managing Director - Investment Banking

• Job Roles & Responsibilities:
• Origination and execution

• Lead the investment banking business within a designated sector, leveraging key relationships to track and convert opportunities into mandates.
• Build and maintain close relationships with key stakeholders, including promoters, board members, and CXOs, serving as their trusted advisor on strategic issues.
• Demonstrate in-depth knowledge of global and domestic economic and sector-specific trends, to proactively advise clients on strategic opportunities.
• Lead the team in sourcing and executing mandates, leveraging the expertise of colleagues in India and global offices.
• Oversee the entire transaction lifecycle, including deal origination, marketing, structuring, negotiations, diligence and closing across Private Equity and M&A transactions.
• Provide direction and oversight to team, ensuring flawless execution and alignment with client expectations.
• Establish yourself as a trusted advisor and an industry insider, someone the promoters and CXOs seek out for their strategic initiatives.
• Demonstrate ability to initiate and nurture strategic dialogues at the senior management level.

Promote a performance driven culture, setting high standards of conduct.

• Lead a high-quality reputable team, with an objective of building a profitable P&L.
• Act as the role model for the team, exemplifying behaviors that drive results while ensuring the respect of peers and colleagues.
• Develop strong working relationships with diverse client-side stakeholders.
• Earn the stakeholders trust through exceptional work ethics and a commitment to confidentiality.
• Demonstrate a strong understanding of business development with an ability to build and maintain a professional network.
• Conduct cold calls to potential investors to generate leads and pitch investment opportunities.
• Build and maintain strong relationships with retail and HNI clients.
• Perform regular portfolio reviews to align investments with clients financial goals.
• Actively engage in equity sales, including share selling, stock recommendations, and transaction execution.
• Keep clients informed about market trends, stock performance, and investment strategies.
• Collaborate with research and advisory teams to deliver timely and relevant market insights.
• Ensure strict adherence to regulatory compliance and internal policies.
• Maintain accurate records of client interactions, trades, and investment activity.

Key Requirements

• Proven experience in cold calling, equity sales, and portfolio management.
• In-depth knowledge of stock markets, trading platforms, and investment instruments.
• Strong sales acumen with the ability to pitch and close investment deals.
• Excellent communication, persuasion, and relationship-building skills.
• Strong analytical skills and ability to interpret market data and trends.

Communication And Soft Skills

• Demonstrate effective written and verbal communication skills, along with a commercial orientation and analytical abilities.

Team Leadership and Development:

• Build, mentor and lead a team of high-caliber investment banking professionals, fostering an environment that values teamwork and continuous learning.
• Set clear performance expectations and providing regular feedback and professional development opportunities to nurture talent.
• Encourage collaboration across the other teams in the firm, leveraging the organization's capabilities to provide holistic, multi-disciplinary solutions to clients.

Qualifications:

• Education: Any Graduate , CA or MBA from a premier institute.
• Experience: 7+ years of experience in investment banking.
• Sector expertise: Extensive knowledge of Indian markets, a strong network with mid-sized and large corporates and Private Equity investors, and a deep understanding of any one of the Consumer & Consumer-tech, Healthcare and Manufacturing & Industrials sectors.
• Leadership experience: Proven experience as part of the leadership team in an investment bank.