Branch Operations Manager

Mahindra Finance; Sonipat; On-site; INR 300,000 - 450,000; Full time

Job summary

Mahindra Finance in India seeks a Branch Operations Associate to manage bank reconciliations, maintain documentation, and support customer service.

You will coordinate with banks, ensure MIS reporting, monitor TA balances, support cross-sell initiatives, and uphold internal controls and regulatory compliance.

Qualifications

• Timely preparation of bank reconciliation details for RO
• Ensuring 100% tele-verification of new contracts
• MIS reporting to concerned authorities
• TA reconciliation with book balance and necessary updation/rectifications
• Follow up of TA balance, stock confirmation and dealer commission in portal
• Maintaining security, indexing and upkeep of customer files
• Proper maintenance of accountable documents at the branch
• Verification of repo stock and system updation
• Monitoring non-starters for at least 1 year from DO date
• Coordinate with banks for cash deposits/withdrawals
• Ensure compliance with internal controls, audit and regulatory guidelines
• Support branch operations and customer service activities
• Assist in cross-selling and branch sales targets
• Lead generation for Insurance, FDs, SIPs and Personal Loans

Responsibilities

• Timely furnishing the details for preparation of Bank reconciliation to RO
• Ensuring 100% tele-verification of new contracts
• Ensuring PDD collection and updation; control on NOC/Pre-closure/Disposal procedures
• Reporting through MIS to concerned authorities
• TA reconciliation of dealer balance with book balance and necessary updation/rectifications
• Follow up of TA balance, stock confirmation & dealer commission in dealer portal
• 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 documentation on time
• Coordinate with banks for cash deposits and withdrawals
• Ensure compliance with internal controls, audit, and regulatory guidelines
• 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

Skills

Bank reconciliation

MIS reporting

TA reconciliation

Branch operations

Customer service

Cross-selling

Lead generation

Bank coordination

Document control

Regulatory compliance

Job description

Role & responsibilities

• Timely 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.
• Follow up of TA balance, stock confirmation & dealer commission in dealer portal.
• 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.
• 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