Financial Analyst & Client Relationship Manager

Getfive; Ahmedabad District; On-site; INR 400,000 - 800,000; Full time

Job summary

Getfive Advisors Pvt Ltd. in Ahmedabad is seeking a proactive Financial Analyst & Client Relationship Manager to support pre-IPO financial analysis and maintain client relationships. The role emphasizes evaluation of financials and effective follow-up within a merchant banking environment.

Reporting to the Business Head, the ideal candidate has 1–4 years of relevant experience, strong communication, and the ability to coordinate across teams. Office-based role in Ahmedabad.

Qualifications

• Master’s degree in Finance, Commerce, or a related field.
• 1–4 years of experience in financial services, banking, investment, or client relationship roles.
• Strong understanding of financial statements and business analysis.
• Strong communication and follow-up skills.

Responsibilities

• Assist in analysis and evaluation of pre-IPO investment opportunities, including review of financials and business models.
• Track deal progress and support internal coordination with relevant teams.
• Prepare summaries, reports, and internal notes for decision-making.
• Maintain relationships with the existing network of financial consultants.
• Ensure continuous follow-up with existing clients to track opportunities and ongoing engagements.
• Track and monitor deal pipeline, investor interest, and transaction progress.

Skills

Financial analysis

Client relationship management

Financial statements

Communication

Follow-up skills

Education

Master’s degree in Finance or related field

Job description

Job Description : Financial Analyst & Client Relationship Manager

Name of the organization – Getfive Advisors Pvt Ltd.

About the organization – Getfive is a SEBI registered merchant banking firm based out of Mumbai & Ahmedabad. The firm is focused on IPO as well as fund raising through Private Equity and Debt. Along with the merchant banking division, the firm has also launched AIF – CAT 1.

Job Location: Ahmedabad (Work from office)

Address: 5th Floor, Motilal Oswal Tower, Opp. Zion Z1 tower, Sindhubhavan Rd, Thaltej, Ahmedabad, Gujarat.

Reporting To: Business Head

Role Overview

We are looking for a proactive and detail-oriented professional to support financial analysis for pre-IPO opportunities and manage existing client relationships. The role requires strong understanding of financial evaluation along with strong follow-up skills in a merchant banking environment.

Key Responsibilities

• Assist in analysis and evaluation of pre-IPO investment opportunities, including review of financials and business models.
• Track deal progress and support internal coordination with relevant teams.
• Prepare summaries, reports, and internal notes for decision-making.
• Maintain relationships with the existing network of financial consultants.
• Ensure continuous follow-up with existing clients to track opportunities and ongoing engagements.
• Track and monitor deal pipeline, investor interest, and transaction progress.

Skills & Qualifications

• Master’s degree in Finance, Commerce, or a related field.
• 1–4 years of experience in financial services, banking, investment, or client relationship roles.
• Strong understanding of financial statements and business analysis.
• Strong communication and follow-up skills.