Job Description :
Name of the organization – Getfive Advisors Pvt Ltd.
About the organization – Getfive is a SEBI registered merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO Private Equity. Along with the merchant banking division, the firm has also launched AIF – CAT 1.
Ahmedabad address: 502, Abhishree Avenue, Opp. Hanuman Temple, Nehru Nagar, Ahmedabad – 380015
Present Role – Project Co-ordinator
Reporting – Execution Head
Role Overview:
We are seeking a highly organized and proactive Project Coordinator to manage and follow up on ongoing IPO related transactions. The ideal candidate will serve as the key point of contact for tracking transaction progress, coordinating with internal teams, and ensuring smooth execution of all IPO-related operational activities.
Key Responsibilities:
- Proactively follow up with investors regarding pending or ongoing IPO transactions (including KYC, fund transfers, agreements, etc.).
- Act as a liaison between investors and internal stakeholders (legal, finance, compliance).
- Maintain detailed trackers of each transaction status and escalate delays if needed.
- Coordinate with relationship managers or concerned persons for specific case updates.
- Prepare and share status reports with the execution team on a weekly basis. • Ensure all compliance and documentation requirements are met in a timely manner.
- Assist in managing timelines and dependencies for multiple IPO transactions simultaneously.
- Address client’s queries or concerns promptly by coordinating with respective departments.
- Support the onboarding team with project-level coordination as needed.
Requirements:
- Bachelor’s/ Master’s degree in business, finance, or a related field. • 2–4 years of experience in project coordination, or operations in financial services.
- Strong follow-up and tracking skills – must be highly detail-oriented. • Proficiency in MS Excel and reporting tools.
- Excellent written and verbal communication.
- Ability to manage multiple priorities and stakeholders.
- High sense of ownership and accountability