Financial Advisor Liaison

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. Hanauman 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

What Sets You Apart :

(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 :

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.