Relationship Manager: 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: 5th Floor, Motilal Oswal Tower, Opp. Zion Z1 tower, Sindhubhavan Rd, Thaltej, Ahmedabad, Gujarat 380059.

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.

8. Open to travel for business/client engagements across locations.

Required skill sets:

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

• 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 3-4 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