Operations Executive-Intern

SkillLabs; Odisha; On-site; INR 400,000 - 650,000; Full time

Job summary

SkillLabs in Odisha, India seeks a Branch Operations professional to manage daily branch activities, customer service, KYC compliance, and documentation. You will handle cash transactions, resolve grievances, and coordinate with tellers to ensure smooth operations. The role also involves CASA acquisition and cross-selling financial products.

Applicants should have 2-5 years in banking operations with strong communication skills and team coordination experience. Bachelor’s degree required.

Qualifications

• Graduate in any discipline.
• 2-5 years of banking/branch operations/customer service experience.
• Strong knowledge of CASA, KYC and branch banking.
• Good communication & customer-handling skills.
• Team handling/coordination experience preferred.

Responsibilities

• Manage branch banking operations and customer service.
• Handle customer queries, complaints and service requests.
• Manage CASA, account opening, KYC and documentation.
• Ensure compliance with RBI, KYC/AML and internal banking guidelines.
• Handle cash, cheque and other branch transactions.
• Ensure timely resolution of customer grievances and service requests.
• Manage and coordinate with tellers/customer service executives.
• Support CASA acquisition and cross-selling of banking products.
• Generate referrals for Loans, Insurance, Credit Cards and other financial products.
• Maintain branch MIS and ensure operational accuracy.
• Support the Branch Manager in achieving business and service targets.

Skills

CASA/KYC knowledge

Customer service

Team coordination

Banking operations

Communication skills

Education

Graduate (any discipline)

Job description

• Manage branch banking operations and customer service.


• Handle customer queries, complaints and service requests.


• Manage CASA, account opening, KYC and documentation.


• Ensure compliance with RBI, KYC/AML and internal banking guidelines.


• Handle cash, cheque and other branch transactions.


• Ensure timely resolution of customer grievances and service requests.


• Manage and coordinate with tellers/customer service executives.


• Support CASA acquisition and cross-selling of banking products.


• Generate referrals for Loans, Insurance, Credit Cards and other financial products.


• Maintain branch MIS and ensure operational accuracy.


• Support the Branch Manager in achieving business and service targets.

Key Responsibilities

• Manage branch banking operations and customer service.


• Handle customer queries, complaints and service requests.


• Manage CASA, account opening, KYC and documentation.


• Ensure compliance with RBI, KYC/AML and internal banking guidelines.


• Handle cash, cheque and other branch transactions.


• Ensure timely resolution of customer grievances and service requests.


• Manage and coordinate with tellers/customer service executives.


• Support CASA acquisition and cross-selling of banking products.


• Generate referrals for Loans, Insurance, Credit Cards and other financial products.


• Maintain branch MIS and ensure operational accuracy.


• Support the Branch Manager in achieving business and service targets.

Requirements

• Graduate in any discipline


• 2-5 years of banking/branch operations/customer service experience


• Strong knowledge of CASA, KYC and branch banking


• Good communication & customer-handling skills


• Team handling/coordination experience preferred