Partner–New Economy Group

I
IDFC FIRST Bank


Regional Head-Trade
IDFC FIRST Bank • Bengaluru, Karnataka • via IDFC Bank Career - IDFC FIRST Bank
Full–time
No Degree Mentioned
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Job description
Job Requirements

Job Requirements

Job Title - Regional Head- Trade

Business Unit - Retail Banking

Function – Retail Liabilities

Job Purpose :

Build Trade-Fx business thourgh branch banking team and ensure service delivery / TAT. Work with various stack holders in branches to take the business to the next level. Ensure complaince & polcieis are adhred at all the times

Roles & Responsibilitie...
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I
IDFC FIRST Bank


Partner–New Economy Group
IDFC FIRST Bank • Bengaluru, Karnataka • via IDFC Bank Career - IDFC FIRST Bank
19 days ago
Full–time
Apply on IDFC Bank Career - IDFC FIRST Bank
Apply on LinkedIn
Job description
Job Requirements

Role/Job Title: Partner -New Economy Group

Department: Wholesale Banking > New Economy Group

Job Purpose:

The Partner - NEG is a key role responsible for acquisition and relationship management of growth+ stage startups.

Roles & Responsibilities:

1. Startup Acquisition: Growth+ Stage startup

• Leading the effort to acquire growth and growth+ stage, high potential GS startups across sectors. Typical growth stage target market will be start-ups and digital native businesses that have a market valuation of > 200 Mn USD. Also, any start-up that is Series C or above will also automatically be a part of addressable target market. Hence the role is designed to address these segments - predominantly.

• Proactively engage with decision-makers to build long-term relationships and deliver value beyond transactional banking.

• Monitor account activity, track utilization trends, and ensure continued engagement across banking touchpoints.

2. Multi-Product Penetration

• Drive adoption across the entire wholesale, retail, pvt banking product suite, including:

o Business accounts and liquidity management

o Working capital finance and term lending

o Trade finance, supply chain finance, and FX solutions

o Escrow, treasury, and fund management services

o Identify white spaces and underutilized solutions; activate dormant relationships with focused interventions.

o Tech/API integration and solutions towards acquiring and deepening relationships

3. Customer Activation & Cross-Sell Strategy

• Implement structured playbooks and engagement models to activate inactive or underutilized accounts.

• Collaborate with product and credit teams to present cross-sell opportunities and customized proposals.

• Drive account-level profitability by increasing wallet share and customer retention.

4. Sector Intelligence & Solution Customization

• Maintain a strong pulse on evolving startup needs across different industry verticals (FinTech, SaaS, D2C, HealthTech, etc.).

• Work closely with Product & Solutioning teams to deliver contextual offerings that align with business and funding cycles.

• Anticipate client growth milestones and prepare scalable banking strategies.

5. Internal Coordination & Execution

• Drive strong internal coordination across credit, operations, legal, WB and RB products, and senior management.

• Track and report on client engagement KPIs, and revenue contribution.

• Provide structured feedback to inform product enhancements, pricing changes, or bundling strategies.

Educational Qualifications:

MBA/CA/CFA or equivalent from a reputed institution.

Experience:

5-10 years of relevant experience.