2185 Branch Operations Jobs

Insurance Surveyor (IRDA Licensed) Experience: Minimum 5 years in Insurance company, Insurance Surveyor firm or Insurance Broker and having valid surveyor license from IRDA Requirements: Excellent communication skills in English & regional languages. Proficiency in MS Office, Internet and mobile apps. Good analytical skills. Flexible in learning and working in a pressure full environment. Core Responsibilities: Handling daily branch operations to ensure timely and proper survey reports. Manage and mentor back office staff. Ensure compliance with IRDA regulations and ethical standards. Coordinate with insurance companies and clients to maintain strong relationships and resolve disputes or escalations. Review and release survey reports. Monitor branch performance. Develop business strategies to grow the client base and improve service offerings. Handle budgeting and financial oversight for the branch including cost control and revenue tracking. Ensure quality control measures to maintain consistency and accuracy in survey assessments. Reporting: National leadership on branch performance, challenges and opportunities. Job Progression: The courses comprising Licentiate, Associate & Fellow conducted by Insurance Institute of India can be attended and cleared while working with the company. Also, the company provides compensation for passing these examinations including costs of books & examination fees as per company policy. Increments and promotions for outstanding performances as per company policy Interested one pls share your resume on recruiter4.spbcgroup@gmail.com or on 9315128588

Branch Manager Insurance Surveyor (IRDA Licensed) Experience: 5+ years in insurance company, surveyor firm, or broker with valid IRDA license. Skills: Insurance Survey, Claims Handling, IRDA Compliance, MS Office, Strong Communication (English + Regional), Leadership, Analytical Ability Key Responsibilities: Lead branch operations & timely survey reports Liaise with insurers & clients, resolve disputes Review & approve survey reports Mentor & manage back-office team Ensure compliance & quality control Drive business growth & monitor budgets Why Join Sponsored professional courses (Licentiate/Associate/Fellow) Performance-based rewards & promotions Step up your career with a reputed insurance surveyor firm! Interested one pls share your resume on recruiter4.spbcgroup@gmail.com or on 9315128588

We are seeking an experienced and dynamic Center Head to oversee all operations of one of our branches. In this leadership role, you will be responsible for ensuring the timely completion of all branch activities, from admissions to placements. The ideal candidate will be a results-oriented leader who can effectively coordinate with both the Head Office and their local team to achieve key business goals and maintain a high standard of discipline and documentation. Roles and Responsibilities Ensure the timely completion of branch operations . Achieve admission targets as per monthly goals. Coordinate regularly with the Head Office to align on strategy and report on progress. Oversee the entire student journey , from the initial admission to successful placement. Maintain all necessary documentation and uphold branch discipline .

REQUIREMENT DETAILS: Young and dynamic Graduates/ Post Graduates in any discipline with 0.6 - 2 yrs of experience in financial sector who are passionate about building their career in sales and marketing of the financial sector . Job Description: Canvassing and sourcing of New Customers to increase Gold loan Business, Gold Appraisal, Revenue generations through Cross Selling products & Interest Collection, Maintain good relationships with clients so that the business can maximize the value of those relationships. Customer Relationship and Follow-up, Maintenance of important registers and daily reports, Cash Management and accounting. Should possess excellent written and verbal Communication and also should possess basic knowledge in MS office. Knowledge of the vernacular language of the respective region is mandatory.

Criteria- Candidates having minimum 5 years of work experience in Banking/ NBFC/ Financial Services in Business Development, Sales, Operations or Marketing role at the Managerial Level - Regular Graduates or Postgraduates from a recognized College/ University - Job Description- - Handling branch team, guide them, train them for best customer services. - Target achievement of the branch and customer service. - Cross selling of all products and increase in walk-in of the branch. - Handling HNI Customers. - Error-free audit reports and proper compliance being followed at the branch. - Maintaining punctuality, discipline and high level of morality in tune with the ethics & values of Muthoot Group. - Cost control.

Responsible to attending walk -in clients at Branches. Responsible for accepting & appraising gold jewellery as per company norms. Ensuring proper Verification & Valuation of Collateral Securities and Documents. Responsible for processing/ documentations of Loans & other financial services. Responsible for cross selling of all products and achieving of individual & branch targets. Responsible for conducting field visits and meeting corporate customers for business development. Ensuring following of all procedures & policies as per laid down by the organization. Coordination with various Banks & preparation of BRS. Responsible for completion of all Accounts related works in the branch. Responsible to maintain up-keep of the branch and ensure confidentially in all dealings. Responsible for tele-calling customers for following up on interest collection regularly. FRESHERS can apply.

1. Handling walkins enquires & supporting customers at branch for KYC & Documentation up keeping. 2. Customer Services & Orientation 3. In - House cross sell of canvas of products (only inside branch ) 4. Interest collection calling & informing need updated on calling to existing customers & Few backend work at branch 5. Prospecting and identifying New leads and pitching to the clients provinding service to existing customers & They are required to manage all aspects of customers releationship 6. Win back calling.

Drive business growth by acquiring and managing customer relationships. Ensure high levels of customer satisfaction, achieve sales targets, and support branch operations in the Theni & Dindigul locations. Client Engagement: Develop and maintain strong, long-lasting relationships with clients in Theni and Dindigul. Serve as the primary point of contact for any client inquiries and support. Sales and Promotion: Identify new business opportunities while promoting and selling [specific products/services] to both existing and prospective clients. Customer Account Management: Oversee client accounts to ensure their needs are being met, address concerns, and look for opportunities to enhance their experience through upselling and cross-selling. Tailored Solutions: Collaborate with clients to offer customized solutions that align with their specific needs and objectives.

Drive business growth by acquiring and managing customer relationships. Ensure high levels of customer satisfaction, achieve sales targets, and support branch operations in the Theni & Dindigul locations. Client Engagement: Develop and maintain strong, long-lasting relationships with clients in Theni and Dindigul. Serve as the primary point of contact for any client inquiries and support. Sales and Promotion: Identify new business opportunities while promoting and selling [specific products/services] to both existing and prospective clients. Customer Account Management: Oversee client accounts to ensure their needs are being met, address concerns, and look for opportunities to enhance their experience through upselling and cross-selling. Tailored Solutions: Collaborate with clients to offer customized solutions that align with their specific needs and objectives.

Role & responsibilities: Drive business growth by acquiring and managing customer relationships. Ensure high levels of customer satisfaction, achieve sales targets, and support branch operations in the Theni & Dindigul locations. Client Engagement: Develop and maintain strong, long-lasting relationships with clients in Theni and Dindigul. Serve as the primary point of contact for any client inquiries and support. Sales and Promotion: Identify new business opportunities while promoting and selling [specific products/services] to both existing and prospective clients. Customer Account Management: Oversee client accounts to ensure their needs are being met, address concerns, and look for opportunities to enhance their experience through upselling and cross-selling. Tailored Solutions: Collaborate with clients to offer customized solutions that align with their specific needs and objectives. Preferred candidate profile : Male Candidate Prefered & Candidate should be Graduate.

Responsibilities and Duties :- * Branch operational activities * Handling customers and solving their queries * Explaining GL schemes, interest rates, etc. to customers * Gold checking for loan disbursement * Cash handling * Documentation * Cross-selling of other financial products * Promotional activities * Customer follow-up calls * Branch target achievements Eligibility Criteria :- Minimum Graduate (BA/BCom/BSc/BBA) Qualified No BTech/BE/BCA/Distance/Open University Degree Freshers or experienced candidates are both eligible Fluency in the local language Candidate should be from the local area Computer knowledge is mandatory Age up to 28 years

Role & responsibilities: Drive business growth by acquiring and managing customer relationships. Ensure high levels of customer satisfaction, achieve sales targets, and support branch operations in the Theni & Dindigul locations. Client Engagement: Develop and maintain strong, long-lasting relationships with clients in Theni and Dindigul. Serve as the primary point of contact for any client inquiries and support. Sales and Promotion: Identify new business opportunities while promoting and selling [specific products/services] to both existing and prospective clients. Customer Account Management: Oversee client accounts to ensure their needs are being met, address concerns, and look for opportunities to enhance their experience through upselling and cross-selling. Tailored Solutions: Collaborate with clients to offer customized solutions that align with their specific needs and objectives. Preferred candidate profile : Male Candidate Prefered & Candidate should be Graduate.

Job Title : Branch Operations Head Job Purpose : To monitor and supervise all the operational activities of branch on daily basis and ensure satisfactory audit ratings for the branch. To ensure error free operations at branch. Maintain lobby and ensure all customers are attended. Lead management, all the leads entered in CRM and the same has attended properly. To ensure the branch customers are adequately serviced and appropriate products sold to them in a customer friendly environment that in turn ensures the branch attains profitability on all parameters with superior customer service and superior cross sell of products. Experience Required: Minimum experience in years 5yr Exposure to banking preferable Job Location- Bhiali Chhattisgarh Note -Female candidate only. Interested candidate can share there CV at rukhsar.rahman@hdfcbank.com Only shortlisted candidate will get the call.

Role & responsibilities Preferred candidate profile 2 years of Experience in Bank (or) Finance having exposure in Loans & Advances / Retire employee scale Computer Knowledge Required Preference will be given to the candidates having JAIIB/CAIIB Qualification

Responsibilities: * Manage branch operations: open/close, cash handling, customer service. * Ensure compliance with policies & procedures: security protocols, risk management. Provident fund Health insurance

Tata AIA Life Insurance Company Ltd. is looking for Branch Manager - Agency Sales to join our dynamic team and embark on a rewarding career journey Managing and overseeing all aspects of the branch's operations, including sales, customer service, and daily operations Setting performance goals and targets for employees and ensuring that they are met Managing and developing a team of employees, providing feedback, coaching, and development opportunities as necessary Developing and implementing sales strategies to meet revenue targets and drive growth Building and maintaining relationships with customers and stakeholders, including local businesses and community groups Ensuring that the branch is compliant with all relevant laws, regulations, and industry standards Managing budgets and resources effectively, ensuring that expenses are within budgetary constraints Identifying and implementing process improvements to increase efficiency and productivity Monitoring and analyzing key performance indicators (KPIs) to identify areas for improvement and make data-driven decisions Collaborating with other departments and senior management to ensure that the branch's goals align with the company's overall strategy and objectives Excellent Leadership, communication and interpersonal skills

We are hiring Branch Manager for NBFC Bank Location: Bijapur

About the Role: We are looking for a proactive and dynamic Branch Manager to lead our Mumbai branch operations . The ideal candidate will be responsible for managing daily operations, driving sales growth, handling client relationships, overseeing payment collections, and ensuring service quality. This role reports directly to the Regional Manager/COO and is critical to the branch's performance and customer satisfaction. Key Responsibilities: Sales & Revenue Growth: Generate leads, meet sales targets, manage key client accounts. Operational Oversight: Ensure smooth daily operations and adherence to SOPs. Payment Collection & Finance: Oversee client billing and ensure timely collections. Team Management: Supervise branch staff, conduct performance reviews, and ensure accountability. Customer Experience: Address escalations and ensure client satisfaction. Reporting & Coordination: Submit timely sales and ops reports to regional leadership. Requirements: Education: Any graduate degree (Business/Management preferred) Experience: 8+ years in branch operations, service, or sales functions Skills: Team leadership, customer service, Excel, CRM tools, communication Language: Proficiency in English and Hindi (Marathi is a plus)

Walk-in Drive Details: Date: 05 -August - 2025 Day: Tuesday Time: 10 AM to 4PM Address: IIFL Finance Ltd. No B2/309, Vikas Khand Gomti Nagar Lucknow, Uttar Pradesh - 226010 India Location: Lucknow - (U.P.) Contact Person: Mr. Satish Kumar Shukla & Yash Srivastava - 9451894285 / 9321273429 Job Title / Designation - Gold Appraiser Job Description - To ensure 100% right valuation - capturing right cartage, proper stone deduction, avoid/ prevent spurious/unacceptable ornaments. Adhering to high ethical standards and complying with all the laid down processes / policies of IIFL - KYC adherence. Verify customers KYC & complete online registration. Maintain the quality of portfolio by tracking & controlling the threshold IRR and prompt resolution of queries pre & post loan disbursal. Ensure to bring in New Customers and maintain good relationship with existing customers for generating renewal & referral business. Ensure to call customers as per CRM leads and update in the system. Participate in marketing activities to improve the brand visibility of IIFL_Gold Loan branch in the catchment areas and to generate leads of prospective customers. Drive cross-sell of other financial products to existing customers. Ensure strong follow up for interest collections to keep NPAs in control. Job Title / Designation - Customer Care Executives Job Description - Attend walk-In customers and address their issues w.r.t. Gold Loan process & various schemes offered at IIFL. Verify customers KYC & complete online registration. Provide after sales service to existing customers and obtain references from them to increase customer base. Provide good customer service experience while pledging / releasing /interest payment transactions etc. Ensure to bring in New Customers and maintain good relationship with existing customers for generating renewal & referral business. Participate in field-marketing activities to improve the brand visibility of IIFL_Gold Loan branch in the catchment areas and generate leads of prospective customers. Drive cross-sell of other financial products to existing customers. Adhere to standard operating procedure of the organization and maintain all important registers at branch level. Ensure strong follow up for interest collections to keep NPAs in control .

Dynamic Regional Head with 15+ years of preschool n childcare experience managing branches. Proven track record in team building, strategic planning, corporate tie-ups n setups, escalation handling, and driving operational excellence. Strong leadership and integrity. Apply only with experience letter and references from heads.Manage and provide strategic direction for a region of preschool and childcare centers. Oversee all aspects of branch operations, including curriculum implementation, staff development, and budget management. Build and lead high-performing teams, fostering a positive and collaborative work environment. Develop and implement strategic plans to achieve regional growth and enrollment goals. Secure and manage corporate partnerships and collaborations. Effectively handle escalations and ensure timely resolution of any issues. Drive continuous improvement and operational excellence across all branches. Uphold strong ethical standards and demonstrate impeccable integrity in all interactions.

We are looking for a highly skilled and experienced professional to join our team as an Officer in Retail Branch Operations - Housing - Branch Operations. The ideal candidate will have 6-7 years of experience in the banking industry, preferably with TATA CAPITAL LIMITED. Roles and Responsibility Manage and oversee daily retail branch operations, ensuring efficient and effective service delivery. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives and goals. Analyze and resolve complex operational issues, providing solutions and alternatives. Train and guide junior staff members to improve their skills and knowledge. Maintain accurate records and reports, ensuring compliance with regulatory requirements. Job Requirements Strong understanding of banking operations, including housing and retail branch management. Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders. Proficient in MS Office and other relevant software applications. Ability to analyze data and make informed decisions to drive business growth. Strong problem-solving and critical thinking skills, with attention to detail and accuracy. Experience working in a fast-paced environment, prioritizing tasks and managing multiple projects simultaneously.

Role & responsibilities Managing office administration assets and upkeep of the same. Agents Contracting New Business Processing Banking of Initial & Renewal Premium Managing Petty cash & vendor payments Retention of Surrender Requests Execution of all Service Requests - Post Policy Issuance Reverting on customer queries and complaints Maintaining high NPS Scores Life and Health Claims processing Handling compliance issues Audit Rating Preferred candidate profile Graduate / Post-Graduate in any discipline. 2-3 years experience handling front end customer services Knowledge of service quality is required Language's Required English Hindi Punjabi

Core Responsibilities: Manage the credit underwriting function of branch and facilitate quick turnaround of credit lending proposals for the branch in close liaison with the local credit Managers and sales team. Conduct personal discussion with customers to establish credit worthiness and ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits. Individually Underwrite proposals as per the laid down policies & procedure to honour the agreed SLAs and manage city/area business volumes. Review and assess loan applications within defined guidelines send by team and accordingly take decision or recommend for approval to higher authorities. Study , Analysis & interpretation of legal & technical reports. Maintain Portfolio MIS, Delinquency MIS and other operations related MIS of the cluster and regularly reporting the same. Manage Credit Managers & CPA team (Recruitment of CPA & managing all day to day activities of CM & CPA) Effectively Manage & upskill Credit Managers /CPA along with allocation of workload. Follow up and ensure recovery of quick mortality cases between 12 -18 MOV. Audit Compliance on all aspects stipulated by corporate office and regulatory compliance. Vendor Management Vendor Empanelment as per business requirement & vendor Review on periodic basis. Various MIS as per the requirement of Corporate office. Desired Experience Minimum 6 to 8 years in the field. Graduate Yes Masters/Postgraduate Yes Certifications CA Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai

Role & responsibilities Manage Service & Operations of Flagship Branch. Review Branch Operations Reports and Control Reports. Responsible for updating regulatory display items for the branch. Maintain good Branch Service Index (Service Standards Score Card) & Branch Health Score Card (Operations Score Card) on Monthly basis. Track & Close Attachment Orders and Regulatory Notices i.e. receiving Notices Arranging required data & submission to the Authority in prescribed timelines. Track & close CRM for the Branch (virtual queries/complaint resolution & Leads assignment & closures) Co-ordination with Operating Agencies and Branches on day-to-day basis. Quality check for all Financial (FD RD Account opening) and Non-Financial (accounts maintenance) instructions to ensure quick processing at Back-end. Track Branch Leads, allocation and closure to participate in Branch Book improvement & profitability. Efficient management of Teller Counter for Cash & Non Cash Transactions. Efficient Lobby Management for Service related requirements of Branch Customers. Submission of Cash & Non Cash reporting

To underwrite mortgage business and manage the portfolio in assigned branch/location Core Responsibilities: o Review and assess a broad range of complex loan applications within defined guidelines and accordingly take decision or recommend for approval to higher authorities. o Under write proposals as per the laid down policies & procedure to honour the agreed SLAs and manage city/area business volumes. o Conduct personal discussion with customers to establish credit worthiness and ensure completion of credit/KYC documents and verification- telephonic, field & collateral visits. o Assess income to obligation ratios, loan to value ratios, in depth knowledge of rational behind calculation of ratios and its impact on loan performance over long tenures. o Maintain Portfolio MIS, Delinquency MIS and other operations related MIS of the cluster and regularly reporting the same. o Build and facilitate the best outcomes for clients by building and leveraging effective relationships with third parties o Take ownership of client queries and use industry knowledge and experience to overcome challenges and solve problems o Exceed service quality standards and strive for continuous process improvement o Undertake critical review of the credit proposals with a view to bring out the industry, business, financial, management and facility structure risk contained in the credit proposal. o Ensure collateral and other credit risk mitigation to facilitate the approving authority to take decision on the credit proposal. o Enable quick turnaround time of credit lending proposals for the mortgage business comprising of loan against property, and home loan business in close liaison with the sales team. o Undertake ongoing review of the credit exposures to ensure that the exposure continues to be bankable. o Facilitate critical review and documentation of the proposals and effectively monitor the client & collateral creditworthiness from the pre sanction to post disbursement phase & undertaking steps for risk mitigation, whenever required, while ensuring adherence to legal & documentation norms & policies o Manage the credit underwriting function of his/her branch and facilitate quick turnaround of credit lending proposals for the branch in close liaison with the local credit analysts and sales team. o Follow up and ensure recovery of quick mortality cases between 12 -18 MOV. Qualification Graduate, Masters/Post Graduate Certifications CA/MBA (Preferable) Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai