Senior Executive

Bajaj Finserv Limited; Bengaluru; On-site; INR 300,000 - 450,000; Full time

Job summary

Bajaj Finserv Limited in Bengaluru is seeking a Branch Operations professional to manage day-to-day branch activities, cash handling, and processing of customer requests.

The role involves preparing and verifying operations-related documents, maintaining cash records, and ensuring compliance with policies. Cross-selling of Personal Loans, Business Loans, Insurance, and other financial services is a key focus.

Qualifications

• Experience in Branch Operations, Cashier duties, or cash handling.
• Knowledge of banking/NBFC operations and customer service.
• Cross-sales experience preferred.

Responsibilities

• Handle day-to-day branch operations and ensure smooth functioning of operational activities.
• Prepare, maintain, and verify operations-related files and documents.
• Perform cash handling, receipts, payments, and daily cash reconciliation accurately.
• Maintain records of cash transactions and ensure compliance with policies.
• Identify customer requirements and generate cross-selling opportunities for relevant financial products.
• Promote products such as Personal Loans, Business Loans, Insurance, and other financial services as applicable.
• Coordinate with internal teams for smooth processing of customer requests.

Skills

Branch Operations

Cashier

Cash Handling

Banking/NBFC Operations

Customer Service

Cross-Sales

Job description

Job description

Key Responsibilities

• Handle day-to-day branch operations and ensure smooth functioning of operational activities.
• Prepare, maintain, and verify operations-related files and documents.
• Perform cash handling, cash receipts, payments, and daily cash reconciliation accurately.
• Maintain proper records of cash transactions and ensure compliance with company policies.
• Manage cash counter activities and resolve customer queries related to transactions.
• Ensure timely and accurate processing of operational requests and documentation.
• Identify customer requirements and generate cross-selling opportunities for relevant financial products.
• Promote products such as Personal Loans, Business Loans, Insurance, and other financial services as applicable.
• Coordinate with internal teams for smooth processing of customer requests.
• Ensure proper KYC/document verification and adherence to operational guidelines.
• Maintain accuracy, confidentiality, and compliance in all branch activities.
• Achieve assigned cross-sales and operational targets.Role & responsibilities

Preferred candidate profile

Candidates with experience in Branch Operations, Cashier, Cash Handling, Banking/NBFC Operations, Customer Service, or Cross-Sales will be preferred.Role & responsibilities

Preferred candidate profile

Cross sales,Fresher,