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Full-time
Posted 13d ago
~40 hrs/week
Responsibilities
The Client Success Partner acts as a bridge between the central startup banking team and branch networks to drive startup client acquisition and enablement. They are responsible for training frontline staff, managing client onboarding, and tracking performance metrics to ensure successful engagement within the startup ecosystem.
Requirements
Candidates must have 4–8 years of experience in banking, fintech, or startup engagement with a strong understanding of the startup lifecycle and funding stages. Excellent interpersonal skills and the ability to influence cross-functional teams are essential for this role.
Full job description
Job Requirements
About the Role
The Client Success Partner is a key enabler within the Startup Banking team who acts as a bridge between the central startup proposition and the bank’s extensive branch and network channel. This role is responsible for building awareness, driving capability, and enabling acquisition of early and growth-stage startup clients through the branch channel. The ideal candidate brings a strong understanding of the startup ecosystem, exceptional relationship-building skills, and the ability to influence and empower large frontline distribution teams to successfully engage and onboard startups.
Key Responsibilities
Startup Acquisition Enablement
Partner with regional and branch leadership teams to identify startup-rich micro-markets and build a robust acquisition funnel.
Train, enable, and guide branch and relationship managers to effectively pitch banking solutions to early and growth-stage startups.
Collaborate with Product and Knowledge teams to disseminate relevant pitch decks, product materials, and onboarding toolkits.
Ecosystem Expertise & Market Development
Act as the go-to startup expert within the branch channel—sharing ecosystem updates, sector insights, and funding trends to improve field-level confidence.
Work closely with the central Startup Banking team to localize acquisition strategies and recommend segment-specific interventions.
Client Onboarding & Success
Ensure high-quality onboarding of startup clients acquired through the branch network by providing the necessary support and guidance to frontline teams.
Help track post-onboarding client engagement to ensure a smooth transition into the Startup Banking program.
Channel Engagement
Conduct regular in-branch workshops, engagement sessions, and periodic reviews with key stakeholders to drive focus and momentum.
Serve as a feedback loop between the field and central team to continuously evolve acquisition tools and strategies.
Reporting & Performance Tracking
Monitor acquisition targets, lead conversions, and activation metrics for startup customers acquired through the branch.
Share actionable dashboards and performance updates with regional and central leadership teams.
Qualifications & Experience
4–8 years of experience in banking, startup engagement, fintech, or ecosystem development roles.
Strong understanding of the startup lifecycle, funding stages, and financial needs of early/growth-stage ventures.
Prior experience working with a distribution-heavy banking model (preferred).
Excellent interpersonal skills and the ability to work cross-functionally with sales, product, and ecosystem teams.
Entrepreneurial mindset with a deep client-first orientation.
For any bank-related queries, please email us at [email protected] or call 1800 10 888 (Toll free).
Industry
Banking
Company size
10,001+ employees
Founded
2015
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,803,842
Total funding
$1.8B
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Offices: IDFC FIRST Bank Tower, The Square, C-61, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra 400 051, IN
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