Partner - New Economy Group - BFSI

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:

- Business accounts and liquidity management

- Working capital finance and term lending

- Trade finance, supply chain finance, and FX solutions

- Escrow, treasury, and fund management services

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

- 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.