Lead Generation Specialist

Getfive; Ahmedabad District; On-site; INR 300,000 - 500,000; Full time

Job summary

Getfive in Ahmedabad is seeking a Lead Generation Specialist to create and maintain a pipeline of advisors for its capital markets and IPO advisory business. The successful candidate will track leads using a CRM system and engage with potential partners through various sourcing methods.

The role requires a Bachelor's or Master's degree and 6 months to 2 years of experience in related fields like business development or market research. Proficiency in research and communication is essential, along with familiarity with capital markets.

Qualifications

• 6 months to 2 years of experience in lead generation, business development, or market research.
• Familiarity with capital markets, IPO processes, or financial advisory ecosystems is a plus.
• Proactive and self-motivated.

Responsibilities

• Source potential advisors, consultants, and intermediaries for the capital markets and IPO advisory business.
• Screen leads based on experience and categorize them into priority tiers.
• Maintain and audit an accurate CRM database.
• Build familiarity with qualified prospects and follow up.

Skills

Research skills

Communication skills

Attention to detail

Knowledge of capital markets

Education

Bachelor’s or Master’s degree in Business, Finance, Commerce, or a related field

Job description

Job Description : Lead Generation Specialist

Name of the Organization – Getfive Advisors Pvt Ltd.

About 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 MerchantBanking arm, the firm also manages an AIF focused on late-stage companies.

About the Role

We are looking for a driven, detail-oriented Lead Generation Specialist to build and maintain a strong pipeline of advisors, consultants, intermediaries, and ecosystem partners for our capital markets and IPO advisory business. The role combines research, screening, database management, and early-stage relationship building.

Key Responsibilities

• Source potential advisors, consultants, intermediaries, and ecosystem partners through LinkedIn, industry databases, referrals, networking, and targeted keyword searches, while continuously identifying new sources and search terms.
• Screen leads based on experience, IPO/transaction advisory exposure, industry relevance, and clientele, and categorize them into priority tiers based on strategic value and conversion potential.
• Maintain and regularly audit an accurate CRM database, tracking each lead’s details, category, status, and follow-up dates across their full journey.
• Build familiarity with qualified prospects via LinkedIn connections, content engagement, and mutual introductions, and follow up or schedule with timely CRM updates.

Requirements

• Bachelor’s or Master’s degree in Business, Finance, Commerce, or a related field.
• 6 months to 2 years of experience in lead generation, business development, or market research.
• Strong research, attention to detail, and communication skills.
• Familiarity with capital markets, IPO processes, or financial advisory ecosystems is a plus.
• Proactive, self-motivated, and able to work independently on building a pipeline.
• CIN: U70200GJ2023PTC144770
• GST: 24AAZCA4015F1ZQ
• Getfive Opportunity Fund -
  AIF Registration Number: IN/AIF1/24-25/1668