Bank Officer - Platinum Corporates

AU Small Finance Bank; Bengaluru; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Two-Wheeler Vehicle

Fixed + Incentives

Job summary

AU Small Finance Bank Limited is seeking a Bank Officer - Platinum Corporates to manage a portfolio of high-value corporate clients within the Platinum segment. You will offer tailored banking solutions across liabilities, assets, trade, forex, and coordinate cross-functional teams to ensure client satisfaction and revenue growth.

The role requires 3–6 years in corporate/relationship banking, knowledge of trade finance and forex, RBI compliance, and a willingness to travel for client visits.

Qualifications

• 3 to 6 years of experience in Relationship Management or Corporate Sales in Banking/FS
• Experience in corporate banking products including trade finance and forex is preferred
• Compliance with RBI and internal policies is required

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
• Conduct regular client reviews
• Coordinate with product, credit, and operations teams
• Support in onboarding new clients and documentation

Skills

Relationship building

Presentation

CRM tools

Analytical thinking

Education

Academic score 55%+

Institution tier: Tier 1/2

Degree: relevant field (banking)

Tools

CRM tools

Excel

Job description

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: