Investment Banker
Helps individuals, businesses and corporations with capital raising, mergers and acquisitions.
Overview
Investment Bankers help individuals, businesses, organisations, or other corporate entities in activities such as capital raising, mergers and acquisitions.
Where they work
- Banks
- Insurance agencies
- Mutual Fund Companies
- Stock Exchanges
Work environment
You will have a desk job and may have to handle a team. Local travel is part of this job role. You will have to work for 5 to 6 days a week and 10 to 12 hours every day. This may vary from organisation to organisation. Entrepreneurship: you can start your own business.
Opportunities for work exist for differently abled in this field.
Skills and interests
This career might suit you if…
- You like to persuade people
- You are good at Maths
- You like to lead
- You like to analyse problems/situations
Eligibility and education roadmap
Please check the duration of the course during enrolment.
Route 1
- 1Complete 10+2 in the Commerce or Science stream
- 2Complete Bachelor's in Finance/Accounting/Economics/Mathematics etc.
Alternative route 2
- 1Complete Bachelor's and then follow it up with an MBA in Finance
Alternative route 3
- 1Complete Bachelor's and then follow it up with three exams of the Chartered Financial Analyst program
Alternative route 4
- 1Complete Bachelor's and then follow it up with a Post Graduate Diploma in Investment Banking
Forms, exams and applications
Chartered Financial Analyst (CFA) examinations or MBA entrance exams, depending on the route chosen. Check the official notification for current eligibility and dates.
Exam names above are as printed in the source card. Application windows, eligibility and syllabi change — always check the official notification for current dates.
Where to apply
The course is offered by the Department of Commerce.
Government institutes
- University of Lucknow, Lucknow, Uttar Pradesh
- University of Mumbai, Mumbai, Maharashtra
- Osmania University, Hyderabad, Telangana
- University of Allahabad, Prayagraj, Uttar Pradesh
- Devi Ahilya Vishwavidyalaya, Indore, Madhya Pradesh
- Bangalore University, Bengaluru, Karnataka
- The University of Burdwan, Bardhaman, West Bengal
- Maharaja Sayajirao University of Baroda, Vadodara, Gujarat
Private institutes
Please check if the institute is affiliated and accredited before applying.
- J.D. Birla Institute, Kolkata, West Bengal
- St. Xavier's College, Kolkata, West Bengal
- Christ University, Bengaluru, Karnataka
- Chandigarh University, Chandigarh
- Birla Institute of Technology and Science, Pilani, Rajasthan
- Galgotias University, Noida, Uttar Pradesh
- Vellore Institute of Technology, Vellore, Tamil Nadu
- Nirma University, Ahmedabad, Gujarat
Distance learning
Indira Gandhi National Open University (IGNOU)
These institute lists are indicative examples from the source card, not a ranked or complete directory. Always verify accreditation on the institute's official website.
Career outcomes
Growth path
- 1Analyst
- 2Associate
- 3Account Manager
- 4Senior Account Manager
- 5Managing Director
Expected income
₹60,750 – ₹5,00,000 per month or more
The figures are indicative and subject to change.
SourceRelated careers to explore
Investment/Portfolio Manager
Investment decision-maker who handles investing strategies for individuals and organisations.
Equity Research Analyst
Researches and analyses stocks to recommend what clients should buy or sell.
Student action plan
What you can do this month
- Read this whole roadmap and note any subjects, exams or institutes you don't recognise yet.
- Talk to a teacher or school counsellor about how your current subjects connect to Commerce, Science, Maths.
- Look for a school club, competition or online course related to analysing.
- Shortlist 2–3 institutes from the list above and check their official website for current admission details.
- Save this career and compare it with 1–2 others you're considering.
Example from the field
Sonal Biyani — An Investment Banker by the day and a stand-up comic by the night. A former analyst, she is one of the founding partners of Basic Roots Consulting—an investment advisory firm that helps startups raise funds. She completed her engineering degree from J N Vyas University, Jodhpur and MBA (Master of Business Administration) from the Indian Institute of Foreign Trade, New Delhi.
SourceThis profile is shared for training/educational purposes only, as printed in the source card.
Sources and update notice
- Career card source: Exploring Career Paths with Career Cards, Volume 1, printed page 231 (NCERT / UNICEF India / PSSCIVE Bhopal, First Edition, April 2025).
- Income source: https://www.payscale.com/research/IN/Job=Investment_Banker/Salary
- Last reviewed on this site: 2026-08-21
Eligibility, fees, exam patterns and admissions change often. Always verify current details on official institute, exam-body or government websites before making decisions.