Job Requirements

About the Role
The Knowledge Banker – Early-Stage Startups is a consultative client acquisition role within the Startup Banking Segment, focused on onboarding bootstrapped and seed-funded ventures. This high-energy role involves engaging with startup founders, converting targeted leads into active banking relationships, and delivering tailored financial solutions. The incumbent will also represent the bank in startup ecosystems, contribute to market intelligence, and drive fee-based revenue growth through customized offerings.

Key Responsibilities
Primary Responsibilities
Sales & Startup Acquisition
Drive targeted acquisition by engaging with pre-identified early-stage startups and converting them into banking clients.
Conduct outreach, pitch banking solutions, and build relationships with startup founders, CFOs, and finance teams.
Achieve monthly and quarterly sales targets for current account openings, deposit mobilization, and transaction banking solutions.
Lead Conversion & Relationship Management




Manage provided acquisition leads with high conversion rates through consistent follow-ups and engagement.
Build and maintain strong relationships with early-stage startup clients, offering tailored banking solutions.
Act as a trusted advisor, helping startups structure scalable banking operations.
Ecosystem Engagement & Market Intelligence
Network with incubators, accelerators, co-working spaces, and startup communities to identify recent leads and opportunities.
Stay updated on startup trends, funding rounds, and financial needs to offer relevant solutions.
Represent the bank at startup events, pitch competitions, and networking forums to enhance visibility and engagement.
Cross-Selling & Revenue Growth
Identify opportunities for fee-based revenue generation through transaction banking, payments, and cash management solutions.
Collaborate with internal teams to develop customized banking solutions for early-stage startups.
Proactively enhance customer

📌 Knowledge Banker (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai