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: