Accounts & Customer Relationship Executive

Mahindra Finance; Nanded District, Akola District, Latur; On-site; INR 350,000 - 550,000; Full time

Job summary

Mahindra Finance is seeking a Branch Operations professional to manage customer relationships, handle documentation, and ensure KYC/AML compliance at the branch level.

The role requires collaboration with internal teams, maintaining MIS reports, and ensuring timely execution of operational tasks to support branch objectives.

Qualifications

• Graduate degree in any discipline required.
• Experience in Banking, NBFC, Financial Services, CRM, Accounts or Branch Operations.
• Strong communications and interpersonal skills.
• Knowledge of KYC/AML guidelines and branch processes.
• Proficiency in MS Office and reporting.

Responsibilities

• Manage customer relationship and provide quality customer service.
• Handle branch operations, documentation, and account-related activities.
• Ensure compliance with KYC, AML, and company policies.
• Support customer onboarding and query resolution.
• Maintain operational records and MIS reports.
• Coordinate with internal teams for smooth branch functioning.
• Ensure timely completion of operational and administrative tasks.
• Assist in achieving branch business and service objectives.

Skills

Banking Operations

Customer Relationship Management

Accounts Handling

KYC

AML

Documentation

MIS Reporting

Customer Service

Branch Operations

Team Coordination

Education

Graduate degree

Tools

MS Office

Job description

Role & responsibilities

• Manage customer relationship and provide quality customer service.
• Handle branch operations, documentation, and account-related activities.
• Ensure compliance with KYC, AML, and company policies.
• Support customer onboarding and query resolution.
• Maintain operational records and MIS reports.
• Coordinate with internal teams for smooth branch functioning.
• Ensure timely completion of operational and administrative tasks.
• Assist in achieving branch business and service objectives.

Preferred candidate profile

• Graduate in any discipline.
• Experience in Banking, NBFC, Financial Services, CRM, Accounts, or Branch Operations.
• Good communication and interpersonal skills.
• Knowledge of KYC/AML guidelines and branch processes.
• Proficiency in MS Office and reporting.

Key Skills: Banking Operations, Customer Relationship Management (CRM), Accounts Handling, KYC, AML, Documentation, MIS Reporting, Customer Service, Branch Operations, Team Coordination.