Relationship Manager Sales

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.

Lead Generation & Corporate Outreach

• Build and activate a network of channel partners, CA firms, boutique advisors, family offices, and industry associations, to originate leads from companies evaluating IPO, pre-IPO fundraising, or AIF participation.

• Proactively identify target companies at the right stage of growth (revenue, profitability, promoter intent) for capital markets engagement.

• Conduct structured outreach and first-contact conversations with CXOs and founders to establish Getfive's credibility and assess fitment. Consultative Client Conversations

• Run in-depth discovery calls and face-to-face meetings to understand a company's business model, financial position, growth plans, and fundraising objectives.

• Present Getfive's merchant banking capabilities, IPO advisory, pre-IPO PE placement, AIF structuring, as tailored solutions, not generic pitches.

• Navigate multi-stakeholder conversations involving promoters, CFOs, legal advisors, and board members. • Follow up with rigour and intelligence, understanding where a prospect is in their decision journey and moving them forward without being transactional. Relationship Building & Account Management

• Develop and maintain long-term relationships with both clients and strategic intermediary partners to drive repeat and referral business.

• Collaborate with internal advisory and execution teams to ensure a seamless transition from mandate signing to deal execution.

• Identify upsell and cross-sell opportunities post-engagement, for example, follow-on services, AIF investments, or referrals within a promoter's network.

• Be available for travel to client locations, investor conferences, and partner meetings as required. Pipeline & CRM Management

• Maintain an accurate and up-to-date CRM pipeline — log every interaction, track deal stages, and flag risks proactively.

• Coordinate with the Business & Partnership Lead on deal status and handoffs; provide regular reporting on lead activity and conversion progress.

What We are Looking for

You have 2–4 years of experience where you were consistently engaging with business owners, CXOs, or senior corporate stakeholders, not consumers. You understand that selling in merchant banking is about building trust over time, not closing fast.

• You are curious about businesses, you enjoy understanding how a company makes money, what stage it is at, and what its promoter's ambitions are.

• You have experience in advisory, institutional, or corporate B2B sales, and understand why a relationship-first, solution-led approach outperforms transactional selling.

• You have a working knowledge of capital markets, merchant banking, or financial advisory services, or come with a strong finance background and the hunger to learn fast.

• You are disciplined about follow-ups and pipeline hygiene, you don't rely on memory; you rely on process.

• You hold an MBA in Finance & Marketing (or equivalent).

Required skill sets:

• Strong communicator and negotiator, able to win trust and handle complex conversations

• Highly organized, with a goal-oriented and execution-driven mindset

• Understanding of financial advisory, fundraising, or professional services business models

• Analytical thinker with problem-solving skills

Qualifications:

• MBA in Finance and Marketing

• Minimum 5-6 years of experience in B2B sales, transaction advisory, or consulting selling

• Proven track record of closing mid-to-high ticket deals independently

• Experience working with CRM tools and managing multiple opportunities simultaneously

• Ability to work collaboratively in a fast-paced environment