Lead Generation Specialist- Merchant Banking

Name of the organization – Getfive Advisors Pvt Ltd. 

About the organization: 

Getfive is a SEBI-registered Merchant Banking firm having offices in Mumbai and Ahmedabad. 

The firm specializes in IPOs and pre-IPO private equity fund-raising. Along with the Merchant 

banking arm, the firm also manages an AIF focused on late-stage companies 

Address: 502-Getfive, Abhishree Avenue, Opp. Hanuman Temple, Nehru Nagar, Ahmedabad - 380015 

Reporting: Business Development Lead 

Key Responsibilities: 

1. Generate new leads through strategic partnerships, advisor networks, and business outreach. 

2. Conduct discovery calls, pitch presentations, and in-depth conversations with CXOs, founders, or leadership teams. 

3. Meet clients face-to-face to understand needs, present solutions. 

4. Actively follow up with prospective partners and clients. 

5. Develop and maintain strong long-term relationships with strategic partners to drive recurring business.

6. Collaborate with internal marketing, business development team to ensure smooth execution of partnership-driven opportunities. 

7. Nurture long-term client relationships and identify upsell or cross-sell opportunities post-engagement. 

Required skill sets: 

• Ability to proactively generate and convert leads through networks, partnerships, and outreach. 

• Strong capability to engage and build long-term relationships with clients. 

• Excellent communication and pitching skills for effective client interactions. 

• Sound understanding of merchant banking services, financial concepts, and client needs. 

• Proactive and disciplined approach to follow-ups, coordination, and driving deals to closure. 

Qualifications: 

• MBA in Finance and Marketing 

• Minimum 1-3 years of experience with strong expertise in lead generation and client relationship management.

• Experience working with CRM tools and managing multiple opportunities simultaneously 

• Ability to work collaboratively in a fast-paced environment