Business & Partnership Lead – Merchant Banking Getfive Advisors

The Corporate Institute; India; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Getfive Advisors Pvt Ltd. is seeking a driven sales professional in Ahmedabad to partner with financial consultants, craft proposals, and manage negotiations from mid to closure.

You will drive deals to close with speed, coordinate with advisory and execution teams, and maintain CRM hygiene while traveling for client engagements across locations.

Qualifications

• MBA in finance/marketing with 4-6 years in B2B sales or advisory.
• Proven track record closing mid-to-high ticket deals independently.
• Experience with CRM and multi-opportunity management.
• Ability to collaborate in a fast-paced environment.

Responsibilities

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

Skills

Strong communicator

Negotiation skills

Highly organized

Financial advisory understanding

Analytical thinker

Education

MBA in Finance and Marketing

Tools

CRM tools

Job description

Name of the organization – Getfive Advisors Pvt Ltd.

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