Job Requirements

About the Role
As an Engagement Partner – Startup Banking , you will be responsible for managing and enhancing customer relationships within the startup banking portfolio. This role focuses on servicing both existing (ETB) and new-to-bank (NTB) startup clients by understanding their unique needs, advising on suitable banking solutions, and driving product adoption. You will play a key role in increasing wallet share, generating quality leads, and ensuring a seamless digital onboarding experience.

Key Responsibilities
Primary Responsibilities
• Develop and maintain strong service relationships with ETB and NTB customers in the startup banking portfolio.
• Understand customer needs and recommend appropriate banking products and services.
• Identify potential client requirements and generate high-quality leads for the business team across zones.
• Assist customers with onboarding and activation on the bank’s digital platforms, including training support.
• Drive incremental wallet share through regular virtual engagements and proactive communication.
• Upsell and cross-sell banking products and services based on customer requirements.




• Share timely and relevant information about startup banking offerings to ensure superior service delivery.
• Engage regularly with clients, build rapport, and respond promptly to service inquiries. Secondary Responsibilities
• Coordinate with the business team to ensure virtual leads are actioned and converted, contributing to incremental sales.
• Acquire new customers through referral leads and relationship-building efforts. What We Are Looking For Education
• Graduation: Any discipline
• Post-Graduation: Preferred Experience
• MTs from Tier 1 colleges; OR
• Minimum 3 years of experience in customer relationship management, preferably in banking or financial services with exposure to startup clients. Skills and Attributes
• Strong customer service and relationship-building skills.
• Ability to understand and address startup-specific banking needs.
• Proficiency in digital banking platforms and onboarding processes.
• Sales-oriented mindset with the ability to generate and convert leads.
• Collaborative approach with internal teams to ensure seamless service delivery.
• High responsiveness and commitment to customer satisfaction.
• Fluent in English with robust business communication skills

📌 Engagement Partner (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai