1180 Branch Operations Jobs - Page 26

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch Assistant Branch Operations Manager , 2) Knowledge of modern management techniques, best practices, organizational skills 3) Results driven and customer focused 4) Leadership and human resources management skills 5) BS in Business Administration or related field

Role Description: The role of Assistant Manager involves supporting the Branch Head by leading the branch team and catering to the needs of the banks customers. The job will involves 80% - Marketing & Sales, and 20%- Banking Operations. Role & responsibilities Sales of the Bank's products and services. Develop and nurture relationships with existing customers to generate new business from them. Originate and acquire new leads from existing customers and other sources, converting them into business for the branch through marketing calls and customer visits. Cross-sell third-party products like insurance to existing customers. Generate leads for Current and Savings Accounts (CASA) with new customers and increase balances with existing customers. Generate leads for various loan products such as housing loans, jewel loans, vehicle loans, and personal loans. Regularly call and visit customers and leads for relationship building. Supporting the Branch Manager in Management of the Branch and Leading the team. Ensure timely processing of bank transactions like account opening, fund transfers, cheques, etc. Resolve customer queries promptly and improve customer relationships through good service. Handle day-to-day branch operations and efficiently manage all branch operation-related tasks. Comply with the bank's rules, internal guidelines, systems, and procedures. Effectively handle any assignments given by the Branch Manager or Management from time to time. Preferred candidate profile Passionate about in Sales & Marketing Good Communication Skill Good Analytical and Problem-Solving Skills Good Convincing skills Perks and benefits Additional Incentive - Performance Linked Pay, Bonus/Ex gratia, Group Medical Insurance, PF and Pension Two Wheeler Loan and Home Loan at Concessional Rate of Interest.

Eligibility criteria for Branch Head ( Candidates with prior experience in Gold Loan Industry will be preferred. ) Candidates having minimum 5 years of work experience in Banking / NBFC / Financial Services in Sales at Managerial level Age between 30 to 45 years Candidates from Insurance background will be not be considered Minimum Education Qualification:- Graduation Contact Name - Hitesh Roy Contact number - 9011787951

Role & responsibilities Branch Management Preferred candidate profile 5-10 years as RBB Branch Manager

Role & Responsibilities About Branch Banking: The branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Banks strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Banks customer engagement strategy across products and services About the Role: As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for providing financial solutions to customer by offering banks products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell of Bank products. As part of daily cadence, BROs are required to engage with existing customers of Bank which are mapped to their portfolio for offering additional products of the bank as per the need of the customer. BROs are expected to process customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. BROs may also be posted as teller as per organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities Offering solutions and Cross selling Banks retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.) Achieve Business budgets as assigned by the organization on a monthly basis consistently. Generating referrals and leads of new customers for sale of bank’s products. Promoting bank’s products by taking part in marketing activities and customer visits outside the branch. Contact existing customers for bringing in more deposits and cross selling of bank’s products. Timely and accurate processing of customer transactions and requests. Handle customer queries and provide correct solutions to ensure there are no customer complaints. Follow all compliance guidelines (regulatory and legislative) for each activity released from time to time. Ensure that all audit requirements of the bank are met optimum audit rating. Complete all mandatory certifications required for the role (EUIN, SP Certification etc.) Complete all learning activities/ trainings conducted by the bank from time to time. Daily entry of interaction with customers in bank’s CRM system. Participate and follow all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time Qualifications: Optimal qualification for success on the job is: Graduation/ Post-Graduation from a recognized institute Role Proficiencies: For successful execution of the job, the candidate should possess the following: Knowledge of banking regulations and norms Maintain a high level of knowledge of banking products and services Good communication (both verbal and written) skill in both English and the local language Ability to handle pressure and meet deadlines Good networking and relationship building skills Interested candidates can share their resume on deepanjali.shah@axisbank.com

As a part of the branch banking team, Branch Relationship Officers (BROs) are responsible for, providing financial solutions to customers by offering bank products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits. They will be required to use their communication skills to add new customers and Cross Sell Bank products. BROs are expected to process customer transactions and Service requests within a defined turnaround time (TAT) and ensure end-to-end closure. BROs may also be posted as tellers as per the organizations requirements for processing cash transactions of customers. BROs shall introduce customers to alternate channels of banking such as Internet Banking, mobile banking, and WhatsApp banking wherever possible.

To Handling day to day branch activities and with logistics works. Co-ordination with sales and corporate office, Follow up debtor’s receivables. Handling branch stocks & dispatches.

Job Responsibilities Monitor A lanes and collaborate with the Zonal Officer. Identify new business opportunities with existing clients. Ensure PRQ (Purchase Requisition), LR (Lorry Receipt), and DEPS (Daily Exception Performance Summary) entries are made via ERP staff at the branch. Coordinate the placement of vehicles at loading and unloading points as per PRQ. Verify staff presence at designated points. Coordinate with unloading staff regarding any shortage cases. Conduct daily reviews with the Cashier, DEO (Data Entry Operator), and loading clerk. Visit clients to address critical issues, including delays, non-placement, shortage/damage concerns, and detention issues. Maintain total control over PODs (Proof of Delivery) collection and ensure timely dispatch with ERP entry. Primary Responsibilities Lane Monitoring Client Visits POD Collection Vehicle Placement Educational Qualifications Preferred Category: Bachelor's Degree, Master's Degree Academic Score: 50% Required Work Experience Years of Experience: 5 to 6 years Key Performance Indicators LVD (Loading Vehicle Detention): No negative marking. Zero marks for ? 5 hours extra taken than targeted. Scope for over-achievement, up to 120% of weighting. UVD (Unloading Vehicle Detention): No negative marking. Zero marks for ? 5 hours extra taken than targeted. Scope for over-achievement, up to 120% of weighting. Sales Target: Actual achievement versus targeted. ERP Feeding: No negative marking. Zero marks for 1% attrition rate achievement; achievement range with marks for 0.70% to 1.00%. Maximum 100% of weighting. Audit Queries: Zero cases outstanding for more than 15 days. SOP (Standard Operating Procedure) violations target to be implemented after 3 months (effective 1st October 2017). Required Competencies Communication Team Player Coordination Integrity Adaptability Required Knowledge Computer Knowledge MS Office POD procedures Required Skills Documentation Planning Time Management Good with numbers Accounting Skills Analytical

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location - Bengaluru,Hyderabad,Pune,Jaipur,Indore,Kochi, Delhi, Ahemdabad, Trivendrum

1) Leading and managing a team of Key Account Managers (KAMs) Broking RMs, providing guidance, training, and support, to achieve sales targets and deliver exceptional client service. 2) Building and maintaining relationships with the clients, understanding their investment needs and objectives, and providing personalized investment solutions to meet their requirements. 3) Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products like Mutual Funds, PMS, AIF, Structured Products and expanding the client base through proactive sales efforts. 4) Setting and achieving sales targets for the assigned cluster of key accounts, monitoring sales performance, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. 5) Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. 6) Generating and analyzing reports related to sales performance, client engagement, and other relevant metrics, and providing regular updates to senior management on key account activities, opportunities, and challenges. Location: Bengaluru,Hyderabad,Kolkata,Pune,Jaipur,Indore,Kochi,Ahemdabad, Delhi, Trivendrum

1) The main responsibility of this role is to achieve the Revenue Targets set for the NRI Team, through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Responsibility will also include Hiring and training of the team on Product and Selling Skills. 3) Need to improve and maintain the client activity ratio by activating clients across the segments. 4) Ability to co-ordinate with different teams. 5) Need to have a channel management skill. 6) Should be Team Leader, who is able to hire and train new Relationship Managers 7) Strong analytical skills to interpret business information 8) Handling Team of NRI Relationship Managers 9) Domain Knowledge of Products like Equity Stock Broking, PMS, Mutual Funds, AIF, Bonds 10) 8+ Years in sales of investment products like Equity Stock Broking and Mutual Funds, PMS, AIF Location:Hyderabad,Kolkata,Ahmedabad,Kochi,Coimbatore,Pune,Indore,Telangana, Delhi, Trivendrum, Vadodra

Key Responsibilities: Operations Management:Oversee and manage all aspects of daily branch operations Develop and implement efficient operational processes to improve productivity and reduce costs Monitor and analyze operational performance, identifying areas for improvement Customer Service : Ensure a high level of customer satisfaction by addressing inquiries, concerns, and resolving issues promptly Train and supervise staff to deliver excellent customer service Implement customer service standards and guidelines Team Leadership : Recruit, train, and supervise branch staff Set performance goals and conduct regular performance reviews Foster a positive and collaborative work environment Compliance and Risk Management : Ensure compliance with company policies, industry regulations, and legal requirements Implement risk management practices to safeguard the branch and its operations Financial Management : Monitor and manage branch budgets Work towards achieving financial targets and key performance indicators Provide financial reports to senior management Sales Support : Collaborate with the sales team to achieve revenue targets Implement strategies to cross-sell and upsell products or services Monitor sales performance and provide support as needed Communication : Establish effective communication channels within the branch and with other departments Communicate company policies, updates, and changes to the branch team Technology and Systems : Utilize and optimize technological tools and systems to enhance operational efficiency Stay updated on industry trends and advancements in technology

Key Responsibilities: Operations Management:Oversee and manage all aspects of daily branch operations Develop and implement efficient operational processes to improve productivity and reduce costs Monitor and analyze operational performance, identifying areas for improvement Customer Service : Ensure a high level of customer satisfaction by addressing inquiries, concerns, and resolving issues promptly Train and supervise staff to deliver excellent customer service Implement customer service standards and guidelines Team Leadership : Recruit, train, and supervise branch staff Set performance goals and conduct regular performance reviews Foster a positive and collaborative work environment Compliance and Risk Management : Ensure compliance with company policies, industry regulations, and legal requirements Implement risk management practices to safeguard the branch and its operations Financial Management : Monitor and manage branch budgets Work towards achieving financial targets and key performance indicators Provide financial reports to senior management Sales Support : Collaborate with the sales team to achieve revenue targets Implement strategies to cross-sell and upsell products or services Monitor sales performance and provide support as needed Communication : Establish effective communication channels within the branch and with other departments Communicate company policies, updates, and changes to the branch team Technology and Systems : Utilize and optimize technological tools and systems to enhance operational efficiency Stay updated on industry trends and advancements in technology

Job Responsibilities Monitoring A lane and discussing with Zonal Officer. Finding new business opportunities with existing clients. Overseeing PRQ (Purchase Requisition), LR (Lorry Receipt) entry, and DEPS entry through ERP staff at the branch. Ensuring placement of vehicles at loading and unloading points as per PRQ. Verifying staff presence at designated points. Coordinating with unloading staff regarding any shortage cases. Reviewing daily operations with Cashier, DEO (Data Entry Operator), and loading clerk. Visiting clients for critical issues such as delay/non-placement, shortage/damage issues, and detention issues. Maintaining total control over PODs (Proof of Delivery) collection and dispatch on time with ERP entry. Primary Responsibilities Monitoring Lane operations. Visiting Clients for issue resolution and business development. POD Collection and management. Vehicle Placement coordination. Educational Qualifications Preferred Category: Bachelor's Degree, Master's Degree Academic Score: 50% Required Work Experience Years of Experience: 5 to 6 years Key Performance Indicators LVD (Loading Vehicle Detention): No negative marking. Zero marks in case of ? extra 5 hours taken than targeted. Scope for over-achievement, max 120% of weighting. UVD (Unloading Vehicle Detention): No negative marking. Zero marks in case of ? extra 5 hours taken than targeted. Scope for over-achievement, max 120% of weighting. Sales Target: Actual achievement vs. targeted. ERP Feeding: No negative marking. Zero marks for achievement of 1% attrition rate, achievement range with marks for 0.70% to 1.00%. Max 100% of weighting. Audit Queries: Zero cases above 15 days. SOP violations target to be implemented after 3 months (01st Oct 2017). Required Competencies Communication Team Player Coordination Integrity Adaptability Required Knowledge Computer Knowledge MS Office POD (Proof of Delivery) procedures Required Skills Documentation Planning Time Management Good with numbers Accounting Skills Analytical

Manage vehicle placement, delivery schedules, and resolve en-route issues promptly. Supervise trip settlements and ensure accurate ERP entries (Cash/Happay) at all branches. Allocate drivers, monitor compliance, and manage onboarding processes. Required Candidate profile Coordinate among branch and functional teams to ensure all assigned tasks are performed effectively. Provide consolidated reports to GM Operations & MD

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms

- Adhere to cash counter timings - Cash & Cheque Collections policy premium, Reporting, Lodgments and reconciliation, Bounced Cheque management - Petty Cash Management - Support Distribution channels in policy issuance - Service walk-in customer and attend to their service requirements - Service to Sales - Generate NB opportunity from walk-in customers and assigned outcall campaigns - Customer retention Organizational Relationships Reports To Manager / Senior Manager - Field Operations Job Dimensions Geographic Area Covered Specified Branch Stakeholders Internal Sales force (all channels), Finance & Accounts, Branch operations Stakeholders External No external interaction to be done excepting agents and BAs Key Result Areas Organization process Key contributions Adhere to cash counter timings Adhere to cash counter timings as mentioned in the SOPs. Control the entry/exit into the cashier room through entry into registers Cash & Cheque Collections policy premium , Reporting , Lodgments and reconciliation, Bounced Cheque management Accept payment towards premium or agent fees and subsequent lodgment of the same on the next day. Perform EOD checks for collections in accordance with SOP. TR Stationary Management. Safe Key Management Petty Cash Management Recording of Petty cash, subjected to approved items mentioned on the lists as per the SOP. Accounting for the same as per the SOP formats Agent Commission Cheques handover Agent commission cheques distribution and management in line with SOP norms. Agent License handling Agent licenses distribution and management in line with SOP norms