Branch Support Officer - Trichy

Sundaram Home Finance; Tiruchirappalli; On-site; INR 350,000 - 550,000; Full time

Job summary

Sundaram Home Finance Limited is seeking a Branch Support Officer to handle post-disbursement activities, document management, and branch operations. The role requires ensuring compliance with predisbursement checklists, scanning documents, and prompt remittance of cheques and cash.

The ideal candidate has 2+ years of frontline experience in home loan finance, strong communication skills, and the ability to build internal and external networks while maintaining accuracy and deadlines.

Qualifications

• 2+ years of experience in selling home loan or related finance products.
• Graduation in any discipline.
• Excellent communication skills with proficiency in the local language.
• Proven ability to develop and manage networking/relationship internally and externally.

Responsibilities

• Complete post-disbursement activities with minimal customer escalations.
• Ensure documents are scanned for login and available per predisbursement checklist.
• Deposit cheques and cash within banking hours of the next working day; maintain cash & cheque registers.
• Maintain asset registers and ensure statutory remittance is made on time.
• Follow up on stationery, courier handling and related registers.
• Support in routine branch operations as instructed by superiors.

Skills

Home loan product knowledge

Market understanding

Excellent communication

Networking & relationship building

Perseverance & resilience

Local language proficiency

Education

Graduation in any discipline

Job description

Group Company: Sundaram Home Finance Limited

Designation:Branch Support Officer (BSO)

Office Location: PAN India

Position description: Responsible for necessary documents are available as per organization standards and support in smooth post disbursement process.

Primary Responsibilities:

Branch Support

• All post disbursement activities to be completed without any major customer escalations, Docket release wherever Legal officer not available
• To ensure all documents are scanned for login.
• To ensure that all relevant documents are available as per predisbursement checklist
• Cheque and Cash to be deposited with in the banking hours of the subsequent working day,
• Maintenance of Cash scroll and Cheque balance register, passing necessary entries for all exceptional reports sent by Corporate Finance & Accounts Tea
• Follow-up for stationary items, Courier handlings both inward / outward and maintaining registers for the same.
• Maintaining asset registers and to get a proper asset code whenever a new asset has been placed in the branch. Statutory display to be updated. All applicable statutory remittance to be made on time.

Others

• Any other tasks which will be required to be performed from time to time as per the instructions

Reporting Team

• Reporting Designation: Branch Manager
• Category:Any Degree
• Field specialization: Any Specialization
• Degree:Graduation in any discipline

Required work experience

• Years of experience:2+ years of experience in selling of home loan/non home loan/construction finance products/related companies preferably

Key Performance Indicators:

• Documentation and quality of customers
• Admin & compliance related activities

Required Skills:

• Sound understanding of home loan products
• Market understanding including products/policies of competitors
• Excellent communication skills with a reasonable proficiency in the local language
• Proven ability to develop and manage networking/relationship internally and externally
• Demonstration of high degree of perseverance and resilience