Branch Operations Executive

Tyger Capital; Kota; On-site; INR 320,000 - 460,000; Full time

Job summary

Tyger Capital Pvt. Ltd. in Kota is seeking a Branch Operations Executive to manage day-to-day administration, greet clients, resolve inquiries, and ensure KYC compliance. You will handle documentation, loan-related processes, and back-office tasks with accuracy.

Role requires 1–4 years in branch operations or related fields, with exposure to banking or NBFC environments preferred. Proficiency in MS Office and banking software is a plus, emphasizing compliance and efficiency.

Qualifications

• 1 to 4 years of hands-on experience in branch operations, back-office administration, or customer service.
• Industry background in banking, microfinance, NBFCs, or insurance is advantageous.
• Knowledge of loan documentation, KYC compliance, account openings, cash/teller management, and reconciliations.

Responsibilities

• Day-to-Day Branch Administration: Manage routine office operations and branch files.
• Customer Service & Query Resolution: Greet clients and resolve service or product inquiries.
• Documentation & Compliance: Verify paperwork, perform KYC checks, process applications.
• Transaction & Process Handling: Process financial transactions within Turnaround Times.
• Coordination & Reporting: Liaise with sales, underwriting, credit, and back-office teams; prepare MIS reports.
• Audit & Stock/Cash Management: Assist in audits and cash/cheque handling and safety checks.

Skills

Customer service

Administrative tasks

KYC compliance

Tools

MS Excel

MS Office

Banking software

KYC tools

Job description

Role & responsibilities

• Day-to-Day Branch Administration: Handle routine office operations, maintenance of branch files, and back-office record-keeping.
• Customer Service & Query Resolution: Greet clients, address service or product inquiries (such as accounts, policies, or loans) and resolve complaints quickly.
• Documentation & Compliance: Verify customer paperwork, perform Know Your Customer (KYC) checks, process applications, and ensure adherence to company and industry guidelines.
• Transaction & Process Handling: Process financial or operational transactions (e.g., policy issuances, claims tracking, wire/EFT/NEFT/RTGS assistance, or order management) within set Turnaround Times.
• Coordination & Reporting: Liaise with sales teams, underwriting, credit, or central back-office departments, while preparing daily/weekly operational and MIS reports.
• Audit & Stock/Cash Management: Assist in audits, inventory or cash/cheque handling, and safety compliance checks

Preferred candidate profile

1. Experience

• Duration: Generally 1 to 4 years of hands-on experience in branch operations, back-office administration, or customer service. [1, 2, 3]
• Industry Background: Prior exposure to banking, Microfinance (MFI), Non-Banking Financial Companies (NBFCs), or insurance sectors is highly advantageous. [1, 2]
• Domain Knowledge: Practical experience handling loan documentation, Know Your Customer (KYC) compliance, account openings, cash/teller management, and reconciliations. [1, 2, 3]

2. Technical & Functional Skills

• Software & Tools: Proficient in MS Office, particularly MS Excel (for MIS reporting, tracking data, and spreadsheets) and core enterprise/banking software.
• Compliance & Audits: Understanding of regulatory guidelines, document verification protocols, and internal audit standards.