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Bank Officer - MFIB - Sales & Services

Date Posted: Nov 11, 2026
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Job Detail

  • location_on
    Location Udumalaipettai, Tamil Nadu, India
  • desktop_windows
    Job Type: Full Time/Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Dec 26, 2026
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Job Description

Group Company: AU Small Finance Bank Limited

Designation: Bank Officer - MFIB - Sales & Services

Job Brief:- Join AU Small Finance Bank Limited as a key contributor within our Sales and Service department, focusing on driving growth and delivering exceptional customer experiences in the financial services sector. This role demands a proactive professional adept at managing client relationships, promoting banking products, and ensuring compliance with regulatory standards. The position requires a strategic approach to sales and service, with an emphasis on mutual fund investment banking (MFIB) products, to support the bank's mission of financial inclusion and customer-centric solutions.
Responsibilities:- 
  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored banking solutions, particularly in mutual fund investment products.
  • Achieve sales targets by promoting and cross-selling a comprehensive range of banking and financial products and services.
  • Conduct detailed financial needs analysis and provide expert advice on investment options aligned with clients’ risk profiles and financial goals.
  • Ensure compliance with all regulatory requirements and internal policies related to sales and service activities within the financial services domain.
  • Collaborate with internal teams to streamline service delivery and resolve customer queries efficiently, enhancing overall customer satisfaction.
  • Monitor market trends and competitor activities to identify new business opportunities and recommend product enhancements.
  • Prepare and present regular reports on sales performance, customer feedback, and market insights to senior management.
  • Participate in training programs to stay updated on the latest financial products, regulatory changes, and sales techniques.
  • Support branch operations by assisting in account opening, documentation verification, and transaction processing as per bank guidelines.
  • Drive initiatives to increase customer engagement and retention through personalized service and follow-up.
Skill:-
  • Mutual Fund Product Knowledge
  • Financial Needs Analysis
  • Customer Relationship Management (CRM)
  • Regulatory Compliance in Banking
  • Sales Target Achievement
  • Cross-Selling Techniques
  • Market Trend Analysis
  • Financial Advisory Skills
  • Report Preparation and Presentation
  • Account Opening and Documentation
  • Customer Service Excellence
  • Communication and Interpersonal Skills
Preferred Qualifications:-
  • Bachelor’s degree in Finance, Business Administration, or a related field; MBA or relevant postgraduate qualification is an advantage.
  • Minimum of 3-5 years of experience in sales and service roles within the banking or financial services industry, with a focus on mutual fund products.

About the role

  • Location: Udumalaipettai, Udumalaipettai, Tamil Nadu, India
  • Function: BU/Product Supported
  • Apply by: 30 Nov 2026

Source: AU Small Finance Bank careers — Read the original posting and apply

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Company Overview

AU Small Finance Bank
AU Small Finance Bank · Jaipur, Rajasthan, India
990 open roles

AU Small Finance Bank is an employer in the Banking/Financial Services/Broking sector with operations in India. This is a directory listing maintained by Kaam Ki Khoj so that candidates can find the organisation; it is not an official company page an... Read More

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