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 Setting Details: Office-based with client visits

Specific Requirements

Travel: Yes – client meetings as needed
Vehicle: Two-Wheeler Veh

📌 Bank Officer (Pune)
🏢 AU Small Finance Bank
📍 Pune