Client Success Partner

IDFC FIRST Bank; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Job summary

IDFC FIRST Bank in Bengaluru seeks a Client Success Partner to bridge the startup proposition with the branch network and drive acquisition of early and growth-stage startups. You will empower frontline teams, share market insights, and enable onboarding through the branch channel, building awareness and capability across regional leadership and relationship managers.

The role requires strong startup ecosystem knowledge, exceptional relationship skills, and the ability to influence a broad

Qualifications

• 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.
• Entrepreneurial mindset with a deep client-first orientation.
• Prior experience working with a distribution-heavy banking model (preferred).

Responsibilities

• Partner with regional and branch leadership to identify startup-rich micro-markets and build an acquisition funnel.
• Train, enable, and guide branch and relationship managers to pitch banking solutions to startups.
• Collaborate with Product and Knowledge teams to disseminate pitch decks, product materials, and onboarding toolkits.
• Act as the go-to startup expert within the branch channel—sharing ecosystem updates, sector insights, and funding trends.
• Localize acquisition strategies and recommend segment-specific interventions with central Startup Banking team.
• Ensure high-quality onboarding of startup clients acquired through the branch network and provide necessary support.
• Track post-onboarding client engagement to ensure a smooth transition into the Startup Banking program.
• Conduct in-branch workshops and engagement sessions with key stakeholders to drive momentum.
• Serve as a feedback loop to evolve acquisition tools and strategies.
• Monitor acquisition targets, lead conversions, and activation metrics; share dashboards with leadership.

Skills

Banking experience

Startup engagement

Ecosystem development

Relationship-building

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.