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4.0 - 8.0 years
3 - 6 Lacs
Kanpur, Uttar Pradesh, India
On-site
Responsible for overseeing the daily operational, financial, commercial, compliance, and administrative activities of the branch. Ensures 100% adherence to internal policies, regulatory guidelines, and supports revenue conservation and growth initiatives. Job Challenges: Delivering error-free outputs across varied and complex processes Managing unpredictable volume spikes and limited system support Operating across 15+ systems under bandwidth and connectivity constraints Navigating non-standard infrastructure and extended working hours Handling compliance issues tactfully in coordination with the sales team Key Responsibilities Financial & Commercial Operations Timely and accurate receipting, banking, reconciliation, petty cash management Safe custody of cash and office assets Vendor identification, bill verification, and NEFT-based payments Coordination for lease agreements and new branch setups Customer Service First-contact resolution and tracking of service requests Scrutinizing and processing claims, payouts, reinstatements, and switches Proactive data cleansing for PAN, bank details, contact information Sales Support & Licensing Advisor licensing (new and renewals), application processing Coordination for training, MIS preparation, reward and recognition programs Supporting BM with sales recruitment and new business follow-ups Compliance, Legal & Taxation Handling statutory tax payments and documentation Representing the branch in compliance-related hearings Ensuring AML compliance and adherence to BCP guidelines Advisor Commission Handling Timely disbursement of commissions and TDS certificates Resolving commission-related queries and encouraging NEFT usage Administrative & HR Support Manage joining/exits, F&F settlements, and IT service coordination Oversee housekeeping, security, dispatch, and office resource booking New Business & Underwriting Processing new business applications with 100% accuracy Coordinating medicals, scanning/indexing, and timely document delivery Revenue Conservation & Cost Control Promoting NEFT, ECS, self-service tools, and alternate payment options Driving persistency by contacting customers and sales team support Preventing fraud, managing cheque dishonors, and cost control measures
Posted 12 hours ago
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