A career in investment banking is one of the most dynamic and rewarding paths in the financial world. It offers exposure to high-stakes deals, mergers and acquisitions, IPOs, and strategic financial advisory services. While it’s a dream career for many, the path to getting started in investment banking in India can feel overwhelming, especially for beginners.
This blog provides a comprehensive guide to help you understand investment banking, what it takes to break into the industry, and how to prepare effectively with the right training and certifications.
What is Investment Banking?
Investment banking is a specialized branch of banking focused on helping corporations, governments, and other institutions raise capital and execute complex financial transactions. Unlike retail or commercial banking, investment bankers don't deal with personal savings or home loans. Instead, they assist in:
➙ Mergers and Acquisitions (M&A)
➙ Initial Public Offerings (IPOs)
➙ Private placements and equity fundraising
➙ Corporate restructuring and advisory services
➙ Debt syndication and capital market transactions
In simple terms, investment bankers are financial experts who structure deals and offer advisory services that influence corporate strategy and capital flow.
Eligibility to Become an Investment Banker in India
To pursue a career in investment banking, you’ll need a strong academic foundation along with specialized training. Here's a breakdown of the typical eligibility:
Educational Background:
➙ Bachelor’s Degree: A degree in finance, commerce, economics, accounting, business administration, or mathematics is often preferred.
➙ Master’s Degree (Optional): An MBA in Finance or a Master’s in Economics or Financial Engineering can strengthen your candidacy, but is not mandatory for entry-level roles.
Certifications (Recommended):
✔️ Investment banking courses in India
✔️ Financial Modeling and Valuation certifications
✔️ Global credentials like CFA (Chartered Financial Analyst) can also be beneficial for mid-to-senior level roles.
No specific government license is required, but employers favor candidates who have undergone practical training through a recognized investment banking training institute.
Top Courses and Certifications for Investment Banking
To bridge the gap between academic learning and real-world investment banking skills, several institutes offer industry-aligned training programs.
Highly Recommended Investment Banking Courses in India:
➙ Certified Investment Banking Program
Offers hands-on training in financial modeling, valuation, and M&A deal structuring.
➙ Financial Modeling & Valuation Courses
Essential for analysts; teaches Excel-based modeling for real-world decision-making.
➙ KYC/AML & Compliance Certifications
Useful for candidates entering support roles in investment banking operations.
➙ CFA Program (Chartered Financial Analyst)
Globally recognized but more suited for long-term career growth than quick job placement.
Training Providers to Consider:
One reliable option is the Professional School of Indian Banking (PSIB), which offers focused, job-oriented programs. PSIB combines technical training with practical exposure, making it easier for students and professionals to transition into finance roles.
Skills Required to Succeed in Investment Banking
Success in investment banking demands more than technical knowledge. You must possess a blend of analytical, interpersonal, and time-management skills.
Technical Skills:
✔️ Financial modeling and advanced Excel
✔️ Company valuation (DCF, comparables, LBO)
✔️ Understanding of capital markets, IPOs, and M&A
Soft Skills:
✔️ Strong communication and presentation skills
✔️ Problem-solving under pressure
✔️ Attention to detail and numerical accuracy
✔️ Ability to work long hours and manage deadlines
How to Get Your First Job in Investment Banking
Breaking into investment banking is competitive, but with the right approach, it’s absolutely achievable.
Step-by-Step Guide:
1. Choose the Right Course:
Enroll in a job-oriented investment banking course in India to build practical knowledge.
2. Build a Solid Resume:
Highlight projects, certifications, financial modeling tools, and relevant coursework.
3. Internships Matter:
Even a short-term internship with a financial firm or boutique advisory company can improve your job prospects.
4. Prepare for Interviews:
Learn technical questions (e.g., valuation methods), along with case studies and behavioral interviews.
5. Network with Industry Professionals:
Attend webinars, LinkedIn events, or finance community meetups to connect with recruiters.
6. Target Entry-Level Roles:
Apply for analyst positions, back-end investment support roles, or internships at banks, NBFCs, and consulting firms.
Conclusion: Take the First Step Toward a Rewarding Career
Starting a career in investment banking in India may seem challenging, but it becomes a structured, attainable goal with the right preparation. Build your academic foundation, invest in practical training, and focus on gaining relevant experience.
Whether you're a student planning your future or a graduate ready to enter the workforce, consider enrolling in a certification from a trusted provider like the Professional School of Indian Banking (PSIB). Their career-focused curriculum and placement support can help you stand out in a competitive job market.
The first step to success in investment banking is education. The next is execution. Start building your path today