Branch Operations Manager

Mahindra Finance; Kaithal; Presencial; INR 350 000 - 650 000; Tempo integral

Resumo da oferta

Mahindra Finance is seeking a diligent branch-based professional to support branch operations and customer service activities. The role involves assisting in cross-selling and helping to achieve branch sales targets, along with lead generation for Insurance (Motor and Life), fixed deposits, SIPs and personal loans.

You will contribute to cash handling coordination with banks, ensure timely documentation, and maintain accurate MIS reporting.

Descrição da oferta de emprego

Role & responsibilities

• Support branch operations and customer service activities.
• Support in cross-selling and branch sales targets
• Lead generation for Insurance (Motor & Life), FD, SIP, Personal LoanTimely furnishing the details for preparation of Bank reconciliation to RO. Ensuring 100% tele-verification of new contracts.
• Ensuring PDD collection and updation. Ensuring proper control on NOC/Pre-closure/Disposal procedures.
• Proper reporting through MIS to concerned authorities.
• TA reconciliation of dealer balance with book balance and ensuring necessary updation & rectifications.
• Ensuring security, indexing & maintenance of customer files.
• Proper maintenance of accountable documents at the branch.
• Verification of repo stock & updation in the system.
• Monitoring of Non-Starters for at least 1 year from its DO date.
• Updation of cut off no. for the documentation on time
• Coordinate with banks for cash deposits and withdrawals.
• Ensure compliance with internal controls, audit, and regulatory guidelines.