1,181 Tata Capital jobs in India

Core Responsibilities:

Market Assessment and Business Development

§ Conducts market research to understand consumers, competition and current market conditions to help identify new business opportunities in target segments, viz, Domestic Banks, DFIs, MF, Insurance, Co-operative Banks, International Banking business for GCC, Africa, APAC Market, NBFCs & Capital Market.

§ Participates as and when required in meetings with key customers, promoters, prospective customers to understand customer needs and use that information to propose possible solutions.

§ Works towards maintaining and enhancing relationships with key customer accounts and prospective customers to ensure business continuity and growth.

§ Leverages opportunities to manage complex relationships independently, under the overall supervision of Senior Relationship Managers/Team Leaders.

Revenue Generation

§ Assist in Identifying new sales opportunities and leveraging a knowledge sector driven relationship approach to enhance sales and revenue generation through new and existing customers for achievement of established targets and objectives.

§ Targets product/ industry specific business opportunities leading to achievement of the budget and ensures seamless coordination between customer & relationship manager.

Portfolio Management

§ Works independently and under the supervision of Senior Relationship Managers/Team leaders to ensure clients’ financial requirement is addressed effectively.

§ Conducts research and collates necessary data for preparing credit proposals in line with customer requirements.

§ Coordinates with CAD and other relevant stakeholders to ensure proposals/ approvals are approved and followed up in an efficient and timely manner.

Credit Appraisal

§ Credit Assessment and CAM preparation through detailed analysis § Works in close coordination with key stakeholders from Risk Management to ensure adherence to established credit guidelines. Documentation and Compliance

§ Completes all documentation and CRM updation to ensure adherence to established guidelines and maintenance of highest quality standards of documentation, client communication, process compliance.

§ Works in close coordination with relevant BUs to ensure smooth and quick turnaround of transactions as and when required.

• Identify, prospect, onboard new clients (HNI, family offices, institutional)
• Pitch and close investment solutions across equity, derivatives, PMS, fixed income, AIFs, global equities, unlisted & private deals
• Understand client goals, risk appetite, financial situation; structure tailored portfolios and advice
• Cross-sell and deepen wallet share of existing clients
• Monitor portfolios, provide periodic reviews, performance reporting, rebalancing suggestions
• Stay updated on market trends, macro / micro developments, regulatory changes; share insights with clients
• Coordinate with research, operations, legal / compliance teams to ensure seamless execution
• Hit revenue / AUM targets, track and report pipeline, client metrics, conversions
• Maintain high levels of client service, retention, and satisfaction; handle escalations

• Bachelor's / Master's degree in Finance, Economics, Business or equivalent
• 2+ years of experience in wealth management, investment sales, client acquisition, or advisory roles
• Track record of sourcing and closing deals in equities, alternatives, PMS / AIF, or private markets
• Strong understanding of capital markets, derivative instruments, fixed income, alternate investments
• Excellent relationship building, communication, negotiation, presentation skills
• Self-motivated, target driven, ability to work independently and as part of a team
• NISM Certification required

Assist in smooth running of back-office tasks: client reporting, and trade support to ensure accuracy and timely delivery.

• Generate and send periodic reports (e.g. portfolio statements, contract notes)
• Support post-trade tasks: trade validation, reconciliation, exception handling
• Respond to client / internal queries regarding reports or accounts
• Ensure posting of funds in clients ledger , Pay in and Pay Out
• Coordinate with internal teams (front office, compliance, IT, Collateral)
• Ensure pay in and pay out of client's securities

• Bachelor's degree (Finance / Commerce / Business)
• 0–2 years of experience in financial services or operations
• Good attention to detail, accuracy, strong organizational skills
• Basic knowledge of capital markets / securities operations
• Proficiency in MS Excel / Office
• Good communication and responsiveness

• Lead and manage all aspects of the investment banking division, including M&A advisory, corporate finance, and capital raising.
• Develop and execute strategic plans to expand the division's market share and revenue generation.
• Build and maintain strong relationships with key corporate clients, private equity firms, and institutional investors.
• Oversee the origination, structuring, and execution of complex financial transactions.
• Mentor and manage a team of high-performing investment bankers and analysts.
• Ensure compliance with all regulatory requirements and internal policies.
• Represent the firm in high-level client meetings and industry events.
• Drive market intelligence gathering and identify new business opportunities.
• Maintain the firm's reputation for excellence and integrity.

• MBA or Master's degree in Finance, Economics, or a related field; CFA designation is a plus.
• A minimum of 10-15 years of progressive experience in investment banking or corporate finance, with a proven track record of successful deal execution.
• Extensive experience in M&A advisory, debt and equity capital markets, and financial modeling.
• Strong leadership, team management, and interpersonal skills.
• Excellent analytical, negotiation, and presentation abilities.
• A well-established network of contacts within the corporate and financial communities.
• Deep understanding of Indian capital markets and regulatory environment.
• Ability to work effectively in a hybrid office setting.

The Role

This is not a support role — you’ll work directly with senior partners on:

• Deal research & financial modeling
• Investor targeting & outreach
• Pitch deck prep & analysis
• Due diligence & benchmarking
• Funnel and mandate support

What You’ll Gain

• Real exposure to live deals
• Mentorship from senior bankers
• Insight into Signal Architecture
• Network across VC, family offices & founders

Qualifications

• Bachelor’s (completed or in progress) in Finance, Business, Economics, etc.
• Strong modeling & analytical skills
• Excellent communication
• Driven, fast learner, high ownership
• Interest in global markets

Compensation

• No fixed salary
• High commissions on closed mandates
• Six-figure monthly potential for top performers
• Minimal stipend for expenses (if needed)

Who Should Apply

Ideal for those entering investment banking, fundraising advisory, or strategy consulting and ready to learn fast and perform under pressure.

Apply

Email your CV + 2-minute video pitch to 

Subject:  IB Intern Application – (Your Name)

Let me know if you want it made even crisper or formatted for LinkedIn or WhatsApp.

#Hiring for Investment Banking - Origination & Coverage - Equity Capital Markets ( #ECM )

Min Exp - 5 years

Job Location -#SouthMumbai

• The Analyst in Investment Banking - Origination & Coverage - Equity Capital Markets (ECM) focuses on equity financing deals, combining client relationship management with business development for equity issuances like IPOs and follow-on offerings.
• The role involves strategic advisory and pitching, working closely with industry bankers to identify opportunities and win mandates, emphasizing market insight, relationship-building, and deal origination.
• Key responsibilities include client coverage, deal origination and pitching, market intelligence and advisory, transaction structuring support, execution preparation, and cross-functional collaboration.

#IPO #DealOrigination

Dear Candidate,

We need a banking Subject matter expert to support us Content development for BFSI trainings.Below are the details,kindly go through and share profiles on

Roles & Responsibilities

• Work Location – Mumbai
• Mode - Vendor
• Prefer Mumbai based candidate.
• Good Experience in working on the BFSI Content based on Client requirements, and focused group discussion with Client Business team.
• Preferably candidate having Banking Experience.
• SME with strong experience in content creation for the BFSI sector, specifically in areas such as NBFCs and investment banking. Prior experience in Instructional Design (ID) will be an added advantag.

·Shift Timings :General

·City: Mumbai

·Mode : Work from office(Mon-Sat)

·No of working Hours-8 hours

·Assignment duration -3 months(Extendable basis performance)

·Start date Immediate

About the Role

Key Responsibilities

• Leadership and Strategic Direction:
• Develop and implement a long-term vision for client’s Investment Banking practice, ensuring alignment with broader organizational objectives.
• Lead the profitability and growth strategy, driving expansion into new markets, geographies, and investor segments.
• Establish Client as a preferred advisor for investors and enterprises seeking capital solutions in emerging markets.
• Collaborate with senior leadership across group entities to enhance synergies and create integrated solutions for clients.
• Represent the firm as a thought leader at industry conferences, investor forums, and global capital markets events, shaping discussions around impact finance, ESG, and blended capital models.

• Business Development and P&L Management:
• Own and drive deal origination, identifying and structuring equity & M&A transactions across impact-driven sectors.
• Develop and nurture C-suite and investor relationships with global and domestic PE/VC funds, DFIs, investment banks, and institutional investors.
• Lead fundraising mandates, assisting clients in securing capital through strategic investment partnerships.
• Strengthen global investor networks, positioning client as a go-to investment banking advisory firm for sustainable finance transactions.
• Innovate new financial instruments, structures, and investment models that align with ESG and impact-driven capital strategies.
• Ensure regulatory compliance and risk management in all transactions.

• Execution & Transaction Management:
• Oversee the end-to-end deal execution process, from financial structuring, due diligence, and valuation analysis to investor negotiations and closure.
• Manage high-stakes negotiations, balancing client interests with investor expectations to drive successful transaction outcomes.
• Leverage data-driven insights, financial modeling, and deal structuring techniques to maximize transaction efficiency and impact.
• Ensure compliance with global financial regulations, corporate governance standards, and risk management protocols.
• Work closely with legal, financial, and sector experts to mitigate risks and optimize deal outcomes for clients.
• Team Development and Talent Management:
• Build and nurture a high-performing team, fostering a culture of collaboration, innovation, entrepreneurship and performance excellence.
• Define the key competencies required for team success and actively mentor and coach emerging leaders within the practice.
• Establish a robust performance management and reward system, ensuring high levels of team engagement and retention.
• Partner with HR to create development programs that attract and grow superior talent and build a pipeline for future leadership roles.
• Monitor and evaluate team KPIs, ensuring alignment with overall strategic goals.
• Attract and retain top-tier investment banking talent, ensuring expertise in structured finance, M&A, debt syndication, and capital advisory.

Key Performance Indicators (KPIs):

• Revenue & P&L Performance – Achieve business growth targets and maintain high profitability across transactions.
• Deal Execution & Capital Mobilization – Successfully close multiple high-impact transactions across equity, debt, M&A, and structured finance.
• Investor & Market Engagement – Expand and strengthen global investor networks, and institutional investor relationships, engagement with PE/VCs, DFIs, and strategic investors securing new investment partnerships.
• Market Positioning & Thought Leadership – Enhance client’s brand visibility, contributing to global dialogues on sustainable finance and impact investing.
• Talent Development & Team Performance – Strengthen talent retention, mentorship programs, and professional development within the team by fostering a dynamic, skilled, and high-performing investment banking team.

Required Skills and Qualifications:

• M&A advisory, or structured finance.
• Deep expertise in deal structuring, capital raising, valuation and due diligence across impact-driven sectors.
• Extensive relationships with institutional investors, DFIs, family offices, impact funds, and strategic investors.
• Exceptional negotiation, stakeholder engagement, and deal-making skills.
• Proven track record in closing multi-million-dollar transactions across diverse sectors.
• Strong leadership capabilities, with experience in managing P&L, business units, drive financial performance and multi-disciplinary teams.
• MBA/CA/CFA or equivalent financial qualification from a top institution.

Desired Competencies:

• Entrepreneurial mindset with the ability to innovate and solve complex problems.

Profile: - Analyst/ Sr. Analyst – M&A

Experience – 4 to 6 Years

Qualification – CA/ MBA - or any PG Degree in Finance

Location: - BKC. Mumbai

About the Company

Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management . With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey.

About the Role

This role offers the opportunity to work on Private Equity and M&A transactions with a focus on deal origination and execution . Key responsibilities include financial modeling, valuation (DCF, comps, precedent deals), due diligence, and preparation of investment memoranda/pitchbooks . The role also covers transaction structuring, synergy analysis, negotiation support, and exit planning (secondary sales, strategic buyouts, IPO readiness) .

The candidate will actively engage with corporates, financial sponsors, and institutional investors , supporting senior bankers in managing relationships and identifying new investment opportunities.

Key Responsibilities

Deal Origination & Sourcing

• Identify and evaluate potential investment and acquisition opportunities through industry research, databases, and professional networks.
• Build and maintain relationships with promoters, corporates, funds, bankers, and advisors to generate deal flow.
• Track private equity transactions, strategic acquisitions, and fund-raising opportunities across sectors.

Financial Analysis & Valuation

• Develop detailed financial models for M&A and PE transactions, including DCF, trading/transaction comps, and scenario analysis.
• Conduct in-depth financial statement analysis, benchmarking, and sensitivity analysis.
• Prepare investment memoranda, valuation reports, and board-level presentations.

Transaction Execution

• Support end-to-end execution of M&A and PE deals including due diligence, negotiations, structuring, and documentation.
• Coordinate with legal, tax, and due diligence advisors to ensure smooth execution.
• Assist in drafting term sheets, transaction notes, and regulatory submissions where required.

Client Coverage & Advisory

• Assist senior bankers in managing client relationships with corporates, investors, and financial sponsors.
• Prepare pitchbooks, proposals, and client presentations for new mandates.
• Participate in client discussions, offering analytical insights and strategic inputs.
• Support in post-investment monitoring, portfolio tracking, and exit strategy planning.

Market & Sector Research

• Conduct sector mapping and thematic research to identify new investment themes and acquisition opportunities.
• Track macroeconomic, regulatory, and competitive developments impacting M&A/PE activity.
• Generate insights to support origination, client advisory, and strategic decision-making.

Team Collaboration & Representation

• Work closely with Directors/Partners in live deal execution.
• Collaborate with internal teams (Research, Debt, ECM, Coverage) to deliver integrated solutions for clients.
• Represent the firm at investor conferences, roadshows, and industry forums to strengthen network and visibility.

Qualifications & Experience:

• CA / CFA / Postgraduate in Finance or related field.
• 4–6 years of experience in investment banking or corporate banking.
• Prior exposure to coverage banking or client-facing analytical roles preferred.
• Experience in preparing pitchbooks and working on live deals will be an advantage.