Client Success Partner

Idfc First Bank Limited; Delhi; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Idfc First Bank Limited is seeking a Client Success Partner to bridge the startup proposition with the bank’s branch network. You will enable acquisition, onboard startups, and empower frontline teams with tools and knowledge to grow startup clients.

The role requires deep startup ecosystem understanding, strong relationship-building, and the ability to influence distribution-heavy banking operations across regional and branch leadership.

Qualifications

• 4–8 years of experience in banking, startup engagement, fintech, or ecosystem development roles.
• Strong understanding of 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.

Responsibilities

• Startup Acquisition Enablement: Partner with regional and branch leadership to identify startup-rich micro-markets and build a robust acquisition funnel.
• Startup Acquisition Enablement: Train, enable, and guide branch and relationship managers to effectively pitch banking solutions to early and growth-stage startups.
• Startup Acquisition Enablement: Collaborate with Product and Knowledge teams to disseminate pitch decks, product materials, and onboarding toolkits.
• Ecosystem Expertise & Market Development: Act as the go-to startup expert within the branch channel and share ecosystem updates and funding trends.
• Ecosystem Expertise & Market Development: Localize acquisition strategies and recommend segment-specific interventions with central Startup Banking.
• Client Onboarding & Success: Ensure high-quality onboarding of startup clients acquired through the branch network and provide support to frontline teams.
• Client Onboarding & Success: Track post-onboarding engagement for a smooth transition into the Startup Banking program.
• Channel Engagement: Conduct in-branch workshops, engagement sessions, and periodic reviews with stakeholders to drive momentum.
• Channel Engagement: Serve as a feedback loop between field and central team to evolve acquisition tools and strategies.
• Reporting & Performance Tracking: Monitor acquisition targets, lead conversions, and activation metrics for startup customers.
• Reporting & Performance Tracking: Share dashboards and performance updates with regional and central leadership.

Skills

Banking domain knowledge

Startup ecosystem awareness

Tools

Pitch decks

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.