Bank Officer - Platinum Corporates

Group Company: AU Small Finance Bank Limited

Designation: Bank Officer - Platinum Corporates

Office Location:

Position description: Responsible for managing and growing relationships with high-value corporate clients under the Platinum segment. The role involves offering customized banking solutions, ensuring client satisfaction, and driving revenue through cross-sell and up-sell of banking products.

Primary Responsibilities:

• • Manage a portfolio of Platinum corporate clients
  • Offer tailored banking solutions (liabilities, assets, trade, forex)
  • Ensure high client satisfaction and retention
  • Drive revenue through cross-selling
  • Ensure compliance with internal and regulatory norms

Additional Responsibilities:

• • Conduct regular client reviews
  • Coordinate with product, credit, and operations teams
  • Support in onboarding new clients and documentation

Reporting Team

• Reporting Designation:
• Reporting Department:

Educational qualifications preferred

• Category:
• Field specialization:
• Degree:
• Academic score: Minimum 55% throughout
• Institution tier: Tier 1 / Tier 2

Required Certification/s: NISM / IRDA (preferred)

Required Training/s: Corporate Banking, Trade Finance, Compliance

Required work experience

• Industry: Banking, Financial Services
• Role: Relationship Management, Corporate Sales
• Years of experience: 3 to 6

Key Performance Indicators: - Portfolio growth

• Revenue per client
• Cross-sell ratio
• Client retention
• Compliance score

Required Competencies: - Client Centricity

• Business Acumen
• Communication
• Negotiation
• Risk Awareness

Required Knowledge: - Corporate banking products

• Trade & Forex
• Regulatory norms
• Financial analysis

Required Skills: - Relationship building

• Presentation
• Excel & CRM tools
• Analytical thinking

Required abilities

• Physical: NA
• Other: High integrity, Decision-making

Work Environment Details: Office-based with client visits

Specific requirements

• Travel: Yes – client meetings as needed
• Vehicle: Two-Wheeler Vehicle
• Work Permit: Must be authorized to work in India

Other details

• Pay Rate: Fixed + Incentives
• Contract Types: Full-time, Permanent
• Time Constraints: Standard banking hours with flexibility
• Compliance Related: Adherence to RBI and internal policies
• Union Affiliation:

• Experience: 0+ years
• Seniority: Mid Level
• Education: Bachelor's degree required
• Languages: English