Name of the organization – Getfive Advisors Pvt Ltd. 

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. 

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

Present Role – Relationship Manager- Corporate Banking 

Reporting – Managing Director 

Role Overview : We are looking for a proactive and dynamic Relationship Manager to drive business growth  through advisors’ network, direct client engagement, and strategic collaborations. The role  involves identifying, reaching out, and building relationships with advisors meeting clients face to-face, and converting leads into long-term partnerships. 

Key Responsibilities 

• Identify, approach, and build partnerships with wealth managers, financial consultants,  chartered accountants, investment advisors, family offices, portfolio managers, and  other advisors. 
• Generate new leads through strategic partnerships, advisor networks, and business  outreach. 
• Meet clients face-to-face to understand needs, present solutions 
• Actively follow up with prospective partners and clients 
• Develop and maintain strong long-term relationships with strategic partners to drive  recurring business. 
• Collaborate with internal marketing, business development team to ensure smooth  execution of partnership-driven opportunities. 
• Represent the company in networking events, roadshows, and industry forums to  expand reach. 
• Provide regular reporting on partnership activities, pipeline, and conversion metrics to  management. 

Requirements 

• Master’s degree in Business, Finance or Marketing/ CA 
• 2-6 years of experience in business development, corporate banking, partnerships within financial services, wealth management, or capital markets. 
• Strong network of advisors (CAs, wealth managers, IFAs, investment bankers, etc.) is  highly desirable. 
• Excellent communication, presentation, and interpersonal skills. 
• Willingness to travel frequently to meet advisors and clients. 
• Relationship-building and networking ability