CRM Retail Branch

Mahindra Finance; Haridwar, Udham Singh Nagar District, Delhi; On-site; INR 600,000 - 800,000; Full time

Job summary

Mahindra Finance in India is seeking a qualified professional to drive ACH activation and ensure audit readiness. You will maintain daily DWM discipline, manage exceptions in KFS/CSS, and target both fee-based and loan business goals across branches.

The role emphasizes customer-centric service, timely issue resolution, and support to the Branch Head to meet overall business and compliance objectives. 4+ years in Retail Finance/NBFC/BFSI required.

Qualifications

• Graduate with 4+ years of experience in Retail Finance/NBFC/BFSI.

Responsibilities

• Drive ACH activation for customers as per defined targets.
• Ensure desired audit ratings and timely ATR submission in the audit portal.
• Maintain DWM discipline through daily reporting and adherence to operational standards.
• Handle exceptions related to KFS upload and CSS creation within defined TAT.
• Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).
• Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
• Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
• Improve QRC resolution within TAT to enhance customer satisfaction.
• Ensure timely file movement/dispatch to RMC before the 20th of the next month.
• Provide personalized service to customers and resolve queries promptly.
• Support Branch Head in achieving overall branch business and compliance objectives.

Skills

Branch operations

Audit & compliance

Customer relationship management

Product knowledge

Communication & interpersonal skills

Customer centricity

Result orientation

Attention to detail

Job description

Role & responsibilities

1. Drive ACH activation for customers as per defined targets.
2. Ensure desired audit ratings and timely ATR submission in the audit portal.
3. Maintain DWM discipline through daily reporting and adherence to operational standards.
4. Handle exceptions related to KFS upload and CSS creation within defined TAT.
5. Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).
6. Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
7. Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
8. Improve QRC resolution within TAT to enhance customer satisfaction.
9. Ensure timely file movement/dispatch to RMC before the 20th of the next month.
10. Provide personalized service to customers and resolve queries promptly.
11. Support Branch Head in achieving overall branch business and compliance objectives.

Preferred candidate profile

Graduate with 4+years of experience in Retail Finance/NBFC/BFSI

• Branch operations
• Audit & compliance
• Customer relationship management
• Product knowledge

• Communication & interpersonal skills
• Customer centricity
• Result orientation
• Attention to detail