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:

Work arrangement
No