Branch Operations Manager

Mahindra Finance; Madhya Pradesh; On-site; INR 250,000 - 420,000; Full time

Job summary

Mahindra Finance in Madhya Pradesh is seeking a branch operations professional to support day-to-day customer service and sales activities at the branch. You will assist in cross-selling, lead generation for insurance and financial products, and ensure timely MIS reporting.

The role includes maintaining branch controls and documentation and coordinating with banks for cash transactions. The successful candidate will help ensure compliance with internal controls and regulatory guidelines while

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 Loan.
• Timely furnishing the details for preparation of Bank reconciliation to RO.
• Ensuring 100% tele-verification of new contracts.
• Ensuring PDD collection and updation.
• 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.]
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Job description

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.