Business & Partnership Lead – Merchant Banking Getfive Advisors

The Corporate Institute; Ahmedabad District, Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Getfive Advisors Pvt Ltd. is seeking a results-driven sales professional in Ahmedabad, Gujarat, to identify and partner with financial consultants, manage deal structuring, and close mid-to-high ticket engagements. You will collaborate with advisory teams to ensure smooth onboarding and maintain CRM hygiene.

The role requires 4–6 years in B2B sales, transaction advisory, or consulting selling, with a proven closing track record and CRM experience. Travel across locations is expected.

Qualifications

• Strong communicator and negotiator with ability to win trust.
• Highly organized with goal-oriented execution.
• Understanding of financial advisory, fundraising, or professional services models.
• Analytical thinker with problem-solving skills.

Responsibilities

• Identify, approach, and build partnerships with financial consultants.
• Create compelling proposals, manage negotiations, and handle deal structuring.
• Drive deals from mid-to-late stages to closure with speed and client satisfaction.
• Coordinate with advisory and execution teams for smooth onboarding.
• Track conversion metrics, maintain CRM hygiene, and report to leadership.
• Nurture long-term client relationships and identify upsell opportunities.
• Willingness to travel for business engagements across locations.

Skills

Communication

Organizational skills

Financial advisory

Analytical thinking

Education

MBA in Finance and Marketing

Tools

CRM tools

Job description

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.

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.

Location

Ahmedabad, Gujarat

Key Responsibilities

• 1. Identify, approach, and build partnerships with financial consultants.
• 2. Create compelling proposals, manage commercial negotiations, and handle all aspects of deal structuring.
• 3. Drive deals from mid-to-late sales stages to closure with a focus on speed, alignment, and client satisfaction.
• 4. Work closely with advisory and execution teams to ensure smooth handoff and onboarding.
• 5. Track conversion metrics, maintain CRM hygiene, and provide regular updates to leadership.
• 6. Nurture long-term client relationships and identify upsell or cross-sell opportunities post-engagement.
• 7. Open to travel for business/client engagements across locations.

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 4-6 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