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Homeโ€บCompaniesโ€บGetFiveโ€บFinancial Analyst and Client Relationship Manager
G

Financial Analyst and Client Relationship Manager

๐Ÿ“LOCATIONAll India
๐Ÿ“ˆEXPERIENCE1 to 5 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryOthers
๐Ÿ—“POSTED28 Jul 2026

01Overview

About Us Getfive Advisors Pvt. Ltd. is a SEBI-registered Merchant Banking firm specializing in IPOs, Private Equity, Debt Fundraising, and Category I AIF. We work closely with SMEs and growth-stage businesses to help them raise capital and achieve their expansion goals. What You'll DoAnalyze financial statements and evaluate pre-IPO investment opportunities.Review business models and prepare financial summaries.Track transaction progress and coordinate with internal teams.Build and maintain relationships with financial consultants and existing clients.Follow up on ongoing mandates and investor opportunities.Monitor the deal pipeline and prepare reports for management.Support the merchant banking team throughout the transaction lifecycle.What We're Looking ForMaster's degree in Finance, Commerce, MBA (Finance), CA Inter, CFA Level I/II, or equivalent.14 years of experience in Financial Services, Merchant Banking, Investment Banking, Equity Research, Corporate Finance, or Client Relationship Management.Strong understanding of Financial Statements.Excellent analytical and communication skills.Good follow-up and stakeholder management abilities.Advanced Excel knowledge is preferred. .

02What you'll need

Experience
1 to 5 Yrs
Employment Type
Full time
Programming languages
Financial AnalysisClient Relationship ManagementPrivate EquityStakeholder ManagementExcelIPOsDebt FundraisingAIFBusiness ModelsFinancial Summaries

03About GETFIVE

OthersIndustry
Full timeEmployment Type
All IndiaLocation
Not Disclosed ยท salary hidden by employer
1 to 5 Yrs ยท All India
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
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