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 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:

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Bank Officer - Platinum Corporates (Pune)
🏢 AU Small Finance Bank
📍 Pune