Relationship Manager - Corporate Banking (Mumbai / Pune)

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.

Mumbai Address :

407- Meadows, Sahar Plaza Complex, Andheri Kurla Road, Andheri (East) -400059

Pune

www.getfive.in

Present Role – Relationship Manager- Corporate Banking (for Mumbai / Pune)

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

What Sets You Apart :

Embodies Getfive's core values : Ownership, Efficiency, Collaboration, and Relationship-building

Brings a proactive, solutions-oriented approach to complex challenges

Thrives in collaborative environments, building strong cross-functional relationships

Transforms obstacles into opportunities through creative problem-solving

(Ensure your resume highlights your experience in administrative support and alignment with our core values of Ownership, Efficiency, Collaboration, and Relationship-building.)

How to Apply :

Please fill out a form : https : / / forms.gle / Lyjhr56JwZtRatPV7

Email : Share your resume at hr@getfive.in

Visit www.getfive.in to learn more about us

Shortlisted candidates will be contacted by our HR team for further discussion.

Getfive Advisors is an equal opportunity employer committed to building a diverse and inclusive workplace.