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: