Knowledge Banker - Early Stage
IDFC FIRST Bank — Bengaluru, BENGALURU
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Job Description
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 new 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 engagement and long-term retention.
Secondary Responsibilities
- Conduct local product campaigns and contribute to training initiatives for the broader sales team.
- Share market insights and best practices to improve startup banking strategies.
What We Are Looking For
Education
- Graduation: Bachelor’s degree in any relevant stream
- Post-graduation: Any discipline (preferred)
Experience
- Minimum 2 years of relevant experience in sales, startup engagement, financial services, or business development.
Skills and Attributes
- Strong communication and relationship-building skills, especially with startup founders and finance teams.
- Proven ability to meet sales targets and manage client portfolios.
- Understanding of startup ecosystems, funding structures, and financial needs.
- High energy, self-driven, and goal-oriented mindset.
- Ability to work collaboratively across teams and represent the bank externally.
- Strategic thinking with a customer-first approach.
Frequently Asked Questions
What are the eligibility criteria for the Knowledge Banker - Early Stage job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 5-10 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Knowledge Banker - Early Stage at IDFC FIRST Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Knowledge Banker - Early Stage at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 5-10 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Knowledge Banker - Early Stage role at IDFC FIRST Bank?
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.
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