About this role
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 strong business communication skills