2196 Branch Operations Jobs - Page 43

Role & responsibilities Responsible for managing client relationships with key decision makers Subject matter expert for partners and internal staff for the assigned product Addresses the gaps identified between client requirement & the service provided Ensure that the service is delivered in accordance with the agreed service level agreement Act as a point of contact for any escalation or feedback from clients Collaborate with the other functional Group to evaluate the product performance and to recommend Refinements and improvements in service performance Establish and maintain on-going partner relationships and anticipate and resolve potential problems of the client Announcements of new updates and upcoming events/meetings Manage account renewal, customer support escalation Ensure smooth support during renewal of account Excellent Communication Skills Good knowledge of MS Office

Job Description: Senior Associate - Branch Operations About HDFC Life: HDFC Life, one of India's leading private life insurance companies, offers a range of individual and group insurance solutions. HDFC Life continues to have one of the widest reaches among new insurance companies with about 380+ branches in India touching customers in over 900 cities and towns.. Our long-stated strategy of balanced product mix, diversified distribution, continuous product innovation and re-imagining insurance through effective use of technology has enabled us to continue our journey despite the ever-changing external environment. Purpose of the Job: To ensure customer service and support all backend operation like NB, PS, Accounts Revival, and Lead Generation. To track Persistency and increase the same and Revival UW Duties & Responsibilities: Customer Relationship and Services: Interacting with external customers and internal customers and addressing their queries, requests and complaints. Upfront Complaint Resolution Complaints Management. New Business Processing: Handling end to end New business processing Scrutiny of accepted New Business application forms, recording rejections Creation of client IDs and receipting of money. Policy Servicing : Processing all policy servicing txns and follow-up with HUB for same day processing and NAV allocation *Refunds processing and dispatch * Undelivered policy documents tracking and management. *Maintenance of all files and registers. *Minor alteration like COA ( Change of Address) *Answering queries on phone from Channel partner, FCs as well as customers. (Most of the coex calls up branch where they login the form for basic customer related information categorically for existing customers. - Claims: collecting documents from claimant/field visits to claimant, or other parties involved like public hospitals, police station etc (As and when case requires)/follow ups with Claims department for processing, decision and claim cheque hand-over process. Documentation: Maintenance and updating of all kinds of Reports like MINT, PEPPER WONDERS, Files and Registers, Updation of Customers information. Business Retention:to ensure business retention by averting lookins/withdrawal/ surrenders/premium reduction that also involves coordination with sales colleagues and HUB. Persistency/Revival: Revival calling for lapsed and paid-up policies for reinstatement. That frequently requires visiting customers place to convince them on reinstating policies. Lead Generations: Generating leads and seeking appointment with all walk-in customers for pitching repurchase. * System updation, lead allocation and follow ups with Sales for lead closure. *Take proactive initiatives related to revenue generation through cost reduction, productivity enhancement and process improvement. Knowledge, Skills & Abilities: Educational Qualification: Minimum Graduate Age- 28 to 38 yrs Work Experience: Minimum 2 years of experience in operations, Customer Service, Backend operations preferably from Insurance or Banking sector. Required Skills: Good communication skills, MS Office -

Hiring for one of the leading small finance bank Position: Branch Manager Product : Hl & LAP Industry: Banking CTC: Hike On your current Team Handling Role Location : Jaggayapeta Andhra Pradesh

Graduation and above Minimum of 3 - 5 years of sales experience in retail foreign exchange business. Thorough knowledge on AD II remittance products and foreign exchange guidelines. Go getter with an ability to handle both B2B and B2C customers Positive attitude with flexibility to adapt to new situations. Contact Details: WhatApp Us: 7994431635 Email Us: gracelin.thomson@indelmoney.com

:- Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

Company Description Indel Money Limited is a non-banking finance company based in Kerala, India, and is known for offering various financing services, including gold loans, SME loans, and money transfer services. The company aims to provide top-notch financial services and be the preferred choice for customers. Company Website: https://indelmoney.com/ LinkedIn: https://www.linkedin.com/company/indelmoney Location: Chennai, Coimbatore, Tirunelveli, Madurai Contact Details Email US: hr.tn@indelmoney.com WhatsApp US:7904757960 Roles and Responsibilities Manage customer relationships to drive revenue growth through cross-selling and upselling of gold loan products. Handle cash transactions accurately and efficiently, ensuring compliance with branch operations procedures. Conduct marketing activities to promote new client acquisition and increase brand awareness. Generate leads by identifying potential customers for gold valuations and loans against gold (LAP). Ensure effective communication with internal teams to resolve customer queries and issues. Desired Candidate Profile 1-6 years of experience in banking or finance industry, preferably in a similar role. Strong understanding of branch operations, including cash handling, sales, and customer service principles. Excellent communication skills for effective customer handling and relationship management. Ability to work independently with minimal supervision while meeting targets for revenue generation and new client acquisition.

Role & responsibilities Team Leadership and Development: Lead, mentor, and manage a team of Area Service Managers (ASMs) to achieve individual and branch service targets. Conduct regular performance reviews, provide feedback, and identify opportunities for professional development. Branch Service Targets: Develop and execute strategies to achieve branch-specific service targets, including Net Promoter Score (NPS), service quality parameters, and customer satisfaction goals. Monitor and analyze performance metrics to identify areas for improvement and implement corrective actions. Service Operations Oversight: Ensure seamless coordination and communication among ASMs to optimize service operations within the branch. Supervise the implementation of service policies, procedures, and standards to maintain a high level of service excellence. Collaboration with Stakeholders: Collaborate with other departments, such as Sales and Marketing, to align service objectives with overall business goals. Build strong relationships with trade partners, addressing concerns and ensuring effective collaboration. Budget Management: Work closely with the finance department to manage the branch service budget effectively. Optimize resource allocation to ensure cost-effectiveness while meeting service targets. Training and Development: Develop and implement training programs for ASMs and service teams to enhance technical skills, customer service, and product knowledge. Foster a culture of continuous learning and improvement within the branch. Reporting and Analysis: Generate regular reports on service performance, analyze data, and present insights to senior management. Provide recommendations for process improvements and efficiency gains. Preferred candidate profile 8 to 15 Years of Proven Track Record as a Service Manager preferably in a Consumer Durables/Home Appliances industry Karnataka territory exposure is a Must

The Center Head is a key leadership position responsible for the overall success and performance of the assigned center. This role requires a combination of leadership, strategic thinking, and hands-on management skills to drive both sales growth and operational efficiency. This role requires an excellent track record in both sales and operations. The Centre Head is responsible for achieving sales targets & and ensuring the smooth day-to-day functioning of the centre. The key responsibilities associated with this role are as under: 1. Sales Strategy: •Developing and implementing a sales strategy aligned with the overall organizational goals. 2. Team Leadership: •Leading and managing the sales and operations team. •Providing guidance, coaching, and support to ensure the the team meets or exceeds targets. •Ensuring Customer Delight 3. Centre Performance Analysis: •Monitoring and analysing sales and operations performance data. •Implementing timely corrective actions and strategies to achieve high centre performance 4.Day-to-Day Operations: •Ensuring smooth functioning and efficiency in all aspects of the center's activities. 5. Budgeting and Financial Management: •Responsible for Centre Profitability Achieving fee collection goals 6. Company Policies & Directives: Ensuring strict adherence to company Processes, Policies and Directives 7. Quality Ensuring High-Quality delivery of Training & and meeting students' placement goals. 8. Administration Ensuring Good governance and administration Roles and Responsibilities The Center Head is a key leadership position responsible for the overall success and performance of the assigned center. This role requires a combination of leadership, strategic thinking, and hands-on management skills to drive both sales growth and operational efficiency. This role requires an excellent track record in both sales and operations. The Centre Head is responsible for achieving sales targets & and ensuring the smooth day-to-day functioning of the centre. The key responsibilities associated with this role are as under: 1. Sales Strategy: •Developing and implementing a sales strategy aligned with the overall organizational goals. 2. Team Leadership: •Leading and managing the sales and operations team. •Providing guidance, coaching, and support to ensure the the team meets or exceeds targets. •Ensuring Customer Delight 3. Centre Performance Analysis: •Monitoring and analysing sales and operations performance data. •Implementing timely corrective actions and strategies to achieve high centre performance 4.Day-to-Day Operations: •Ensuring smooth functioning and efficiency in all aspects of the center's activities. 5. Budgeting and Financial Management: •Responsible for Centre Profitability Achieving fee collection goals 6. Company Policies & Directives: Ensuring strict adherence to company Processes, Policies and Directives 7. Quality Ensuring High-Quality delivery of Training & and meeting students' placement goals. 8. Administration Ensuring Good governance and administration

:- Generate new leads and help expand business PAN India Desired background. 1-10 years of experience in a sales & client service-driven organization. Identify and approach potential customers. Build and maintain relationships with clients. Provide product information and demonstrations. Achieve sales targets and contribute to company growth. Well-groomed with good communication skills. Strong understanding of sales as a skill & good attitude. High on service orientation.

Branch Office Manager: Experienced in financial product marketing and sales, adept at leading branch operations to achieve revenue targets and client satisfaction. Responsibilities include overseeing sales teams, developing marketing strategies, and cultivating client relationships. Must possess strong leadership skills to motivate teams and ensure adherence to company policies and regulatory standards. Proven track record in driving sales growth, implementing effective marketing campaigns, and optimizing operational efficiency. Excellent communication and interpersonal abilities are essential for liaising with clients, staff, and senior management. The ideal candidate demonstrates a deep understanding of financial products and market trends to drive business success.

Timely settlement of assigned claims Effectively coordinating between client branch office insurer surveyor to ensure timely resolution of non-EB claims within Company defined TATs Handling day-to day servicing requirements of claims on a timely basis to ensure complete customer satisfaction Effectively managing the team of Executives who may report to him her Ensuring that all required MIS reports are updated and submitted on a timely basis Ensuring compliance with IRDA requirements in respect of claims management Maintaining excellent relationships with insurers surveyors to ensure support for claims settlement Ensuring that all operational requirements processes are met as per Company defined TAT

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

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

Role & responsibilities Overseeing cash operations, ensuring efficient delivery of services, and maintaining compliance with banking regulations. To service clients covering all their banking needs including bank/3rd party products Authorization & audit checks for all operation transactions Checking KYC documents on new client Account opening forms. To acquire new clients through leads and family accounts grouping Candidate Specifications Any graduate with prior BFSI experience of 1 - 5 years (Must) Aged below 30 years (Must)

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

Job Profile:- Premium Acquisition Manager is an integral part of the banks front line sales force. SSO/SO is primarily responsible for acquiring new customers for the bank and peruse new business opportunities. Minimum Qualification:- Graduate

Role and Responsibilities:- Strategy & P&L Management • Maintains the Profit and Loss statement and Balance Sheet for the branch • Executes the Branch Strategy in line with the overall Branch Banking strategy for the bank • Sustained revenue generation for the branch through cross sell of TPP, RA and BB products • Liabilities mobilization through CASA portfolio growth in the Branch Catchment Superior and Consistent Customer Service • Ensures Efficient complaint management within specified TATs • Drives high service scores • Conducts customer engagement programs and marketing events • Ensures proper implementation of CRM by the Sales, Relationship & BSD departments and to be reviewed at every interval Strengthening Systems, Controls and Processes • Ensures Upkeep of the Branch and ATM and raises issues if required • Liaises with respective teams for effective and efficient Fraud Management within the cluster • Ensures branch compliance with Banks policies and processes • Ensures timely submission of MIS reports • Ensures safety and security of Bank and customer's assets • Ensures Audit related deliverables both internal and external are met as per the prescribed norms • Ensures Role clarity to employees in the branch and manage attrition Performance Management • Tracks and monitors daily productivity and book movement of the branch • Partners with the HCM Business partner for periodic review of performance of executives in the Branch and identify training needs if required People Management or Self-Management Responsibilities • Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. • Ensuring Training & Development • Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities • Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. • Executes the established internal control systems and compiles relevant information for departmental audits, as necessary. SECTION IV: KNOWLEDGE & EXPERIENCE Qualifications • Bachelors degree in any discipline • Masters degree is preferred Professional Certifications • AMFI/NCFM/IRDA certifications will be an added advantage Skills • Written and spoken English is essential Experience • A minimum of 6-5 years of relevant experience with at least 2-3 years in a similar role

Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timings Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions Ensuring collection of CSS forms on periodic basis and sent to NOC. Responsible for monthly “Branch Service Committee” meetings are held on 07th of each month Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors Responsible for implementation of process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately; Ensuring DCFC checklist is checked thoroughly and signed off on daily basis Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated Responsible for sensitizing each BSD team member on adherence of process & policies 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team; Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Support for conducting monthly CSR events at the branch. Must be thorough with banking processes, regulations & guidelines across retail products. Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets

Job Description Domain (BFSI) Trainer Location: Hyderabad / Bangalore Mode: In-Person (Offline Training at Colleges) Company: TechnoGen India Pvt Ltd Years of Experience :4-15 Years About the Program: TechnoGen India Pvt Ltd, in collaboration with the BFSI Sector Skill Council , is delivering an industry-ready training program to final year B.Tech and Degree students across ~ 40 colleges in Hyderabad and Bangalore. The objective is to provide job-oriented skills in Banking, Financial Services, and Insurance (BFSI) through real-world case studies and experiential learning. * Bonus : Travel Allowances will be provided to the trainers for visiting college campuses.* Role: We are looking for experienced BFSI Domain Trainers to train students on the core principles and practices of the financial sector and help them build strong foundational skills aligned with the industry needs. Responsibilities: Deliver sessions on topics related to Banking, Finance, and Insurance. Create and deliver engaging, real-time, and case-based training content. Develop simplified learning materials for students. Conduct assessments and provide feedback for improvement. Interact with students at colleges and promote practical learning. Requirements: Experience in BFSI (Finance, Banking, Insurance) domain. Strong presentation, public speaking, and facilitation skills. Sound knowledge of regulatory frameworks and financial operations. Certification or advanced education in finance or banking preferred. Ability to engage and train undergraduate students. To Apply, Share: Total & Relevant Years of Experience Current CTC (Including Variable) Expected CTC Notice Period Reason for Change Current Location 5-min Portfolio Video explaining any BFSI topic

1. Account Opening & Maintenance: Monitor the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure all the counters are opened and staff is ready to service client’s atleast 15 minutes before the customer timings Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer Support the Business Managers/Business Heads/Financial control team in preparation of any audit related deliverables i.e. internal /external concerning a transaction executed for a corporate client. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions in the branch & maintain accurate / strong MIS for the branch. The same may be needed by the bank for overall management of branch processes & business planning Ensure frequent monitoring of all over-aged cases (deferrals, pending items, etc.) & appropriate escalation of the same in a timely & balanced manner to the senior management Ensure that knowledge, skills & capabilities are built across entire team of BSPs, so as to have internal backups to ensure that work is not hampered in by absenteeism or resignations 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Also collate their feedback & suggestions Ensuring collection of CSS forms on periodic basis and sent to NOC. Responsible for monthly “Branch Service Committee” meetings are held on 07th of each month Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Effectively Support & Handle Branch Audits by Internal, External, Concurrent, Statutory & RBI auditors Responsible for implementation of process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately; Ensuring DCFC checklist is checked thoroughly and signed off on daily basis Personally implement & conduct self-audits in the branch (e.g., weekly sweep audit, etc.) and any anomalies are brought to the notice of senior management along with mitigating steps initiated Responsible for sensitizing each BSD team member on adherence of process & policies 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Define goals & performance parameters for the team & guide/coach them in achieving the same. Ensure that the team understands the goals of the bank, the branch and also of other colleagues in the branch Provide constructive feedback; identify training & development needs of the team & conduct training at frequent intervals to meet the training requirements Lead, motivate, coach & develop staff. Conduct cross functional trainings within & across teams there by creating effective back up with in the team; Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Support for conducting monthly CSR events at the branch. Must be thorough with banking processes, regulations & guidelines across retail products. Play an active role in new products, processes, systems roll out. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets

`2 Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank’s policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

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1. Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process Handle customers’ enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of Accounts etc. Ensure adherence to process & documentation standards (e.g.,forms/checklists, welcome calling, approvals, etc.) Ensure pro-active & sustained liaison with NOC, Product, Sales RM, etc. where required Maintain strict vigilance on the quality of forms and documentation provided Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. 2. Transactions Related: Ensure proper scrutiny of all transactional documents submitted by the customer vis--vis branch checklist to ensure all that all necessary documents are submitted by the customer. Address all transaction related enquiries i.e. pre, during & post transaction processing & escalations Ensure strong monitoring of all transactions 3. Service & Quality: Ensure that all people, process, data & systems in the branch are well attended to deliver consistent & superior levels of service to all customers. Ensure that adequate records & data pertaining to customer queries and complaints is maintained & analysed for achieving greater process efficiency Ensure daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence. Play a pro-active role in new products, processes or systems roll out impacting the clients Coordinate with relationship managers and meet / interact with key clients on a periodic basis to stock take on service levels and customer satisfaction. Ensuring collection of CSS forms on periodic basis and sent to NOC. Implementation of 5S, ISO 9001:2000, Six Sigma standards & meet/exceed set quality parameters conforming to the standards. 4. Audit & Compliance: Responsible to follow all process, policies as per guidelines & audit rating of the branch Ensure comprehensive compliance with all internal, regulatory and statutory requirements as relevant for various product and services from a branch perspective Attend to any audit findings and resolve them immediately as applicable 5. Others: Maintain highest levels of discipline (punctuality, attendance, grooming standards etc) in the office Ensure timely escalation of issues that is impacting business and possible solutions to address the concerns to the BSDL. Manage Local Vendors /agency relationships to ensure smooth execution of transaction Responsible for Branch upkeep & maintenance and control over the cost Must be thorough with banking processes, regulations & guidelines across retail products. Comply with bank policies and procedures to ensure safety and security of bank's and customer's assets

Company Description Indel Money Limited is a non-banking finance company based in Kerala, India, and is known for offering various financing services, including gold loans, SME loans, and money transfer services. The company aims to provide top-notch financial services and be the preferred choice for customers. Company Website: https://indelmoney.com/ LinkedIn: https://www.linkedin.com/company/indelmoney Vacancy : 2 Positions Location: Delhi, Karnataka, Tamil Nadu Contact Details Email US: punya.parameswaran@indelmoney.com WhatsApp US: 8589984104 Roles and Responsibilities Manage customer relationships to drive revenue growth through cross-selling and upselling of gold loan products. Handle cash transactions accurately and efficiently, ensuring compliance with branch operations procedures. Conduct marketing activities to promote new client acquisition and increase brand awareness. Generate leads by identifying potential customers for gold valuations and loans against gold (LAP). Ensure effective communication with internal teams to resolve customer queries and issues. Desired Candidate Profile 1-6 years of experience in banking or finance industry, preferably in a similar role. Strong understanding of branch operations, including cash handling, sales, and customer service principles. Excellent communication skills for effective customer handling and relationship management. Ability to work independently with minimal supervision while meeting targets for revenue generation and new client acquisition.

Key Responsibilities. Working on being familiar with the underwriting criteria of our partner banks, which include SBI, BOB, ICICI, Axis Bank, HDFC, etc. Screening the education loan applications, advising students on the documentation, and coordinating with bank staff for smooth processing of the education loan. Working on solving students' queries. Managing the process from eligibility to the sanctioning of the loan. About CompanyWeMakeScholars is a Hyderabad-based fintech startup specializing in education loans and scholarships. Established seven years ago, we collaborate closely with major banks and NBFCs in India, including SBI, Axis Bank, and ICICI Bank, to simplify the education loan application process for students and parents. While we do not directly provide loans, we ensure a seamless and hassle-free experience. As market leaders in the education finance segment, we currently partner with over 14 financial institutions, a number that continues to grow. Last year, we facilitated the disbursement of approximately 10,000 crore in student loans, and we anticipate even higher volumes this year.