2196 Branch Operations Jobs - Page 7

Company -Yolo Bus / 8059553223 JD 1. Fleet Operations Management 2. Maintenance and Safety Oversight 3. Staff Supervision and Training 4. Budgeting and Cost Control Health insurance Provident fund

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

Primary Responsibilities: Business Financials Meet the set targets on GL in terms of open market acquisition and repeat GL loans Convert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balance Actively source term deposits FD and RD from Family members of GL customers Offer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officers Share customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by Ujjivan Interact with customers in a courteous and professional manner provide prompt efficient and accurate services Ensure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal Process Identify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTs Individual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms. Coordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactions. Open savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issuesLearning Innovation. Maintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines. Location - Aligarh,Alwar,Baghpat,Bamanwas,Bari,Beawar,Bulandshahr,Fatehabad,Jaipur,Jhajjar,Kalan,Karanpur,Kotli,Meerut,Muzaffarnagar,Rampur,Sameli,Shyampur,Sikar,Sirsa,Sultanpur,Tikari

Position description: This role is responsible for driving theentire business targets for liabilities assigned to the branch; Manage exceptionalcustomer service, proactive sales environment and efficient branch operations, while adhering to regulations/compliance requirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branch operations, cash management and servicequality; work closely with product and marketing teams to drive campaigns attheir branches. This role monitors daily performance of branchstaff and manages a team of 10 to 15 employees. This role manages leadership reporting ofBOO/BOSM & BSM. In certain cases will have dotted linereporting of few Silver & Gold Branch Heads reporting to them This role is assigned higher targets for theirrespective branches and is applicable only to Platinum & Titanium Branches. Primary Responsibilities: BusinessImplement branch specific marketing communication strategies to continuously strengthen the Ujjivan brand. This role is responsible for driving the entire business targets for liabilities assigned to the branch Manage exceptional customer service proactive sales environment and efficient branch operations while adhering to regulations compliance requirements. Focus on retaining existing customers increasing the customer base and crossselling Ujjivan products and services Oversee branch operations cash management and service quality work closely with product and marketing teams to drive campaigns at their branches Monitor daily performance of branch staff. To manage a team of 10 to 15 employees. To manage leadership reporting of BOOBOSM BSM In certain cases they will have a dotted line reporting of few Silver Gold Branch Heads reporting to them Will be assigned higher targets for their respective branchesCascade targets the branch targets to the respective staffs and ensure achievement is tracked through periodic reviews Ensure all deferrals taken are cleared within the specific period Monitor the overall portfolio of the branch ensure adherence to compliance and regulatory norms are metService Quality Ensure customers are educated about all productsservices offered by Ujjivan Ensure courteous customer service is offered to customers by the branch staff Reduce customer attrition by guiding CCRs on exit interviews customer engagement programs etcLead customer connect initiatives in the branch vicinity Operations Oversee and ensure efficiency in branch ATM operations through adherence to TAT for various internal and customer end processes drive utilization of alternate channelsEnsure compliance with banking guidelines quality framework and audit requirements ensure speedy resolution of any audit observations and take necessary steps to prevent recurrenceensure compliance with Know Your Customer KYC Anti Money Laundering AML audit and other regulations applicable laws in the branch Monitor control minimize all expenses in the Branch such as telephone consumption of stationery computer consumables electricity and other overheads without sacrificing quality. Oversee accurate cash management and tallying of accounts in the system through the CashierAccountable for branch safety including security of cashvault etc Learning Performance Ensure that all members of the Branch staff are up to date on all relevant circulars and all productsservices offered in the Branch Ensure adherence to training mandays mandatory training programs for self and reporteesEnsure goalsetting midyear review and annual appraisal process within specified timelines for self and reportees Monitor performance of staff against defined goalsmetrics and take corrective action wherever required undertake disciplinary and attendance monitoring for liabilities sales team and branch operations team Coordinate with state HR on people related matters support branch activities to foster teamwork and continuously make Ujjivan a great place to work Ensure coordination between staff of different teams to build a collaborative spirit and shared sense of purpose which could also enable crosssell and overall target achievement Location - Ahmedabad,Ahmednagar,Ambarnath,Anand,Aurangabad,Vadodara,Bhuj,Borivali,Chembur,Chowk,Dombivli,Gandhidham,Gandhinagar,Gondiya,Goregaon,Jalna,Kolhapur,Mira,Mumbai,Nagpur,Nanded,Naroda,Nashik,Pimpri,Pune,Rajkot,Santacruz,Sion,Surat,Thane,Vashi

Primary Responsibilities: Business FinancialsMeet the set targets on GL in terms of open market acquisition and repeat GL loansConvert GL customers family member and referrals for Family Banking in terms of opening Savings Accounts and maintaining minimum balanceActively source term deposits FD and RD from Family members of GL customersOffer suitable Insurance products to customer and family members to provide adequate insurance coverage Identify GL customers who can be potentially given Individual loans either unsecured secured Service Unsecured IL requirements of the customerRefer quality leads of Secured loans to respective loan officersShare customer insightsproduct related feedback with the ACRM Customer Ensure customers and Family members are educated about entire bouquet of banking products Loans GLIL Secured Deposits Insurance offered by UjjivanInteract with customers in a courteous and professional manner provide prompt efficient and accurate servicesEnsure timely insurance claim settlement for hisher customers Resolve customer queries pertaining to GL IL Family Banking within specified timelinesInternal ProcessIdentify and conduct surveys of new working areas for group formation and conducts projection meeting for GL and Family BankingGroup Loans Fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC norms followed by a Compulsory Group Training CGTsIndividual loans Analyze existing customer profile and repayment capacity fill customer profile forms Loan Application form with accuracy and collects supporting documents for account opening in strict adherence to KYC normsCoordinate with customers in the disbursement process Conduct Center Meeting as per schedule without fail and ensure timely repayments collection of deposits for savings accounts fixed deposit updates all transactions on TrueCell an interface to track monetary transactionsOpen savings accounts for Customer and their Family members in Ujjivan Help to conduct the CSR activities and motivates customers to participate in the Financial Literacy Program Give the detailed field reports to ACRM and discuss field related issuesLearning InnovationMaintain up to date knowledge of GLIL and Family Banking products and services as well as a working knowledge of other products offered in the branch Ensure adherence to training mandays mandatory training programs for self Ensure goal setting midyear review and performance appraisal processes are completed within specified timelines Location - Cuddalore , Davangere , Dharmapuri , Haveri , Hosanagara , Hukeri , Kanakapura , Madurai , Magadi , Nagapattinam , Pappireddipatti , Rajanagaram , Shikaripara , Tiruvannamalai , Tirunelveli , Tiruchirapalli , Vellore , Viluppuram , Virudhachalam

Position description: This role isresponsible for driving the entire business targets for liabilities assigned tothe branch; Manage exceptional customer service, proactive sales environmentand efficient branch operations, while adhering to regulations/compliancerequirements; Focus on retainingexisting customers, increasing the customer base and cross-selling Ujjivansproducts and services; Oversee branchoperations, cash management and service quality; work closely with product andmarketing teams to drive campaigns at their branches. Theincumbent monitors daily performance of branch staff and manages a team of 5 to7 employees. This roleis applicable only to Gold & Silver Branches. Primary Responsibilities: Business Implement branch specific marketing & communication strategies to continuously strengthen the Ujjivan brand. This role is responsible for driving the entire business targets for liabilities. Location - Ajmer,Aligarh,Alwar,Badnagar,Baghpat,Baran,Barara,Basti,Bharatpur,Bathinda,Bijnor,Bulandshahr,Deoli,Deoria,Dhar,Fatehabad,Fazilka,Firozabad,Gidderbaha,Goniana,Hanumangarh,Hapur,Jaipur,Jabalpur,Jaunpur,Jhalawar,Kalan,Kapurthala,Kekri,Khandwa,Kishangarh,Kota,Madhwapur,Maharajganj,Malout,Meerut,Muktsar,Nagar,Nagda,Naraingarh,Narnaul,Pithampur,Rajnandgaon,Rewari,Roorkee,Saharanpur,Samrala,Sandila,Sangrur,Sawali,Sameli,Shikohabad,Sikandrabad,Sikar,Sultanpur,Suratgarh,Ujjain,Yamuna

Skill required: Group Core Benefits - Group Disability Insurance Designation: Insurance Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.The benefits of having a strong core include injury prevention, reduction of back pain, improved lifting mechanics, balance, stability, and posture, as well as improved athletic performance.Group disability coverage is tied to employment. If change or loss of job, the coverage is not portable. The cost of group coverage can also change from year to year. It is a sort of insurance that pays out if a policyholder is unable to work and earn an income due to a disability. What are we looking for Adaptable and flexibleAbility to perform under pressureProblem-solving skillsAbility to work well in a teamPrioritization of workload Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Group Core Benefits - Group Disability Insurance Designation: Insurance Operations Associate Qualifications: Any Graduation Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do We help insurers redefine their customer experience while accelerating their innovation agenda to drive sustainable growth by transforming to an intelligent operating model. Intelligent Insurance Operations combines our advisory, technology, and operations expertise, global scale, and robust ecosystem with our insurance transformation capabilities. It is structured to address the scope and complexity of the ever-changing insurance environment and offers a flexible operating model that can meet the unique needs of each market segment.The benefits of having a strong core include injury prevention, reduction of back pain, improved lifting mechanics, balance, stability, and posture, as well as improved athletic performance.Group disability coverage is tied to employment. If change or loss of job, the coverage is not portable. The cost of group coverage can also change from year to year. It is a sort of insurance that pays out if a policyholder is unable to work and earn an income due to a disability. What are we looking for Adaptable and flexibleAbility to perform under pressureProblem-solving skillsAbility to work well in a teamPrioritization of workloadFUW - Supporting underwriters in generating Quotes and Proposal by completing pre underwriting work. providing additional support to the underwriter in determining whether clients can qualify for insurance policies, products, or other financial services. Performing duties regarding new and renewal accounts, risk assessments, and loss runs and loss ratings, assisting underwriters with the computation of rates and premiums. 1.Ability to establish strong client relationship2.Ability to handle disputes3.Ability to manage multiple stakeholders4.Ability to meet deadlines5.Ability to perform under pressure Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in rotational shifts Qualification Any Graduation

Skill required: Property & Casualty- Underwriting - Underwriting Designation: Underwriting New Associate Qualifications: Any Graduation Years of Experience: 0 to 1 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do 6-8 years of experience in Property & Casualty Underwriting or Policy Servicing across shared services/Third Party BPO service providers (Essential) Hands on experience of managing the one of the following tasks from the earlier experience from Insurance Underwriting Cycle - Policy Issuance, Premium Audit, Pricing Reading, Endorsement, Quote/Booking, Aggregation / Modeling, Contract Reading, Slip Processing, Benchmarking, Binders Processing, Submission, Declarations, Cancellations, Reinstatements, Insurance KYC.Define Insurance policy and calucating premium including terms and condition for PropertyA process by which investment bankers raise investment capital from investors on behalf of corporations and governments that are issuing either equity or debt securities. Underwriting services are provided by some large specialist financial institutions, such as banks, insurance or investment houses, whereby they guarantee payment in case of damage or financial loss and accept the financial risk for liability arising from such guarantee. What are we looking for Good to have someone with experience in Re-Insurance Fac and Treaty business.Support regional UA Manager in overseeing all daily business activities and act as the first point of contact for all UAs in the region.Triages submission for missing information and follows up with the broker for outstanding items.Issues policies, endorsements, and cancellations; prepares policy writing instructions and premium billings and processes individual policy filings. Roles and Responsibilities: Assists the underwriter in the preparation of business, and metric reports; assists in the review of procedures to resolve issues.Performs quality control of premium audit statements prior to underwriting review; documents discrepancies and work with the premium auditor for resolution. Qualification Any Graduation

We are looking for a highly skilled and experienced professional to join our team as an Officer - Retail Branch Operations in Pune. The ideal candidate will have 6-10 years of experience in retail branch operations, preferably in the banking industry. Roles and Responsibility Manage daily retail branch operations, ensuring efficient and effective service delivery. Oversee housing loan processes, including application processing and disbursement. Develop and implement strategies to enhance customer satisfaction and loyalty. Collaborate with cross-functional teams to achieve business objectives. Analyze market trends and competitor activity to identify growth opportunities. Ensure compliance with regulatory requirements and internal policies. Job Requirements Strong knowledge of retail branch operations, housing loans, and related products. Excellent communication and interpersonal skills, with the ability to work effectively with customers and teams. Ability to analyze data and make informed decisions to drive business outcomes. Strong problem-solving skills, with the ability to resolve complex issues efficiently. Experience working in a fast-paced environment, prioritizing multiple tasks and deadlines. Familiarity with JM systems and technologies, with the ability to learn new systems quickly. Location - Mumbai,Delhi / NCR,Pune,Bangalore,Hyderabad,Chennai

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,Pune,Bangalore,Hyderabad,Chennai

Position Overview Position Title Manager - Agency Business Associates Department Agency Sales Agency Sales_V6 Level/ Band 401- Managers Role Summary: Strengthens distribution by identifying potential leaders and ensures compliance to all internal processes and other compliance standards as set by the Company or the Regulator. Organizational Relationships Reports To Branch Manager Supervises NA Job Dimensions Geographic Area Covered Defined Branch Stakeholders Internal Agency Sales Training Branch Operations Distribution Operations External BAs and Advisors Key Result Areas Skills Required Technical Good Knowledge of MS Office / MS Excel Behavioral Essential Desired Interpersonal skills Communication skills Creative thinking skills Supervising/Leadership skills Teamwork Skills Influencing skills Relationship Building skills Decision making skills Incumbent Characteristics Essential Desired Qualification Graduate Skills MBA / PG Experience Manager 6 10 years <

Role & responsibilities Independently conduct branch audits. (Will involve regular travelling). Participate in audits of various Businesses with particular emphasis on Product / Operations audits. Assist in Planning, designing and implementation of risk based audit plans to ensure safety and soundness of the Bank. Ensure completion of assigned audits and documentation of work papers on time. Track status of issues reported. Assist in keeping relevant processes benchmarked to Best Practices and peer banks. Assist in keeping Audit Procedure Manual and checklists current and updated. Devise audit checklists for use of internal/concurrent Auditors and test products along with processes/procedures to foresee pitfall and bottlenecks and ensure these are audited/resolved. Provide improvement/ suggestions to existing process / systems to line management Provide oversight to the Concurrent Audit process. Ensure submission of concurrent audit reports on time Ensure regular update of concurrent audit checklists Ensure appropriate review of concurrent audit issues Ensure follow-up & rectification of concurrent audit issues Loc- Kolkata

Job Title: Executive - Customer Engagement (Agency) Company Name: Axis Max Life Insurance Job Description: The Executive - Customer Engagement will be responsible for driving customer engagement strategies and enhancing customer experience through effective communication and relationship management. This role will involve coordinating with agency partners to develop innovative customer engagement initiatives, ensuring that clients receive exceptional service and support. Key Responsibilities: - Develop and implement customer engagement strategies tailored to agency partners. - Collaborate with cross-functional teams to create and deliver effective communication materials and campaigns. - Monitor and analyze customer feedback to identify areas for improvement and enhance the customer experience. - Conduct training and support for agency partners to ensure adherence to customer engagement best practices. - Foster strong relationships with key stakeholders to drive collaboration and achieve business objectives. - Track and report on engagement metrics to evaluate the effectiveness of initiatives. Skills Required: - Strong interpersonal and communication skills to effectively engage with internal teams and external partners. - Excellent analytical skills to interpret customer data and feedback. - Proven ability to manage multiple projects and meet deadlines in a fast-paced environment. - Strong problem-solving skills to address customer concerns and propose effective solutions. - Ability to work independently as well as collaboratively in a team setting. Tools Required: - Proficiency in customer relationship management (CRM) software. - Familiarity with customer engagement platforms and analytics tools. - Experience with presentation software for creating engaging materials. - Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation. - Knowledge of social media platforms for potential customer engagement outreach.

Job Title: Executive - Customer Engagement (Agency) Company Name: Axis Max Life Insurance Job Description: The Executive - Customer Engagement will be responsible for driving customer engagement strategies and enhancing customer experience through effective communication and relationship management. This role will involve coordinating with agency partners to develop innovative customer engagement initiatives, ensuring that clients receive exceptional service and support. Key Responsibilities: - Develop and implement customer engagement strategies tailored to agency partners. - Collaborate with cross-functional teams to create and deliver effective communication materials and campaigns. - Monitor and analyze customer feedback to identify areas for improvement and enhance the customer experience. - Conduct training and support for agency partners to ensure adherence to customer engagement best practices. - Foster strong relationships with key stakeholders to drive collaboration and achieve business objectives. - Track and report on engagement metrics to evaluate the effectiveness of initiatives. Skills Required: - Strong interpersonal and communication skills to effectively engage with internal teams and external partners. - Excellent analytical skills to interpret customer data and feedback. - Proven ability to manage multiple projects and meet deadlines in a fast-paced environment. - Strong problem-solving skills to address customer concerns and propose effective solutions. - Ability to work independently as well as collaboratively in a team setting. Tools Required: - Proficiency in customer relationship management (CRM) software. - Familiarity with customer engagement platforms and analytics tools. - Experience with presentation software for creating engaging materials. - Microsoft Office Suite (Word, Excel, PowerPoint) for reporting and documentation. - Knowledge of social media platforms for potential customer engagement outreach.

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) STAKE HOLDER MANAGEMENT Act as a Single Point Of Contact for New Bank and New sales team. Will have to support all the branches in the assigned circles. Ensuring MIS and dashboards are published and shared with the required teams/ stakeholders Train and develop the bank & Sales employees in terms of processes, function, quality standards product and system. ONE POINT CONTACT Responsible for liasioning with other support units at HO (such as Finance, Administration, NB, Renewals, Claims, IT) to ensure that all operational issues are resolved With Axis Bank targeting 1500 cr in the current financial year, will need to support on all functions. Following up with underwriters till conversion of the policy Co-ordinating with client for the pending documents and arranging medicals if required. Follow up with internal teams for the issuance till dispatch of policy documents. CUSTOMER SERVICE & COMPLIANCE Help resolve all customer complaints pertaining to the hub including follow up with the bank and distribution team for the same. Ensuring 100% compliance in all established processes and procedures Initially will be working as Customer Service Representative to close all service transactions for the cluster. PERSISTENCY Maintaining Persistency of the branch by following up with Sales. Preparing MIS for bank and internal sales team Persistency to be maintained at 85% across the circles AUDIT AND PROCESS IMPROVEMENT Conduct internal process reviews to identify service gaps and took corrective measures to ensure excellence and compliance to guidelines. Handle audits and closure of audit queries including statutory audits, process audits as well as audits on department and customer's processes

We are Organising Walk-In Drive for Across Datia Location. Branch Manager_Gold Loans - Candidate with minimum 5 Years of experience in Banking & Financial services can be looked at for the role. Prior Gold Loan & Team Handling experience will be preferred. Responsible for business growth, new customer acquisition, customer service, overall branch operations & compliance. Drives field marketing and continuous customer acquisition & engagement in catchment area to meet branch targets for gold loans and other financial products Maintains portfolio quality by tracking gold quality and ROI. Ensures valuation, process compliance, timely system approvals for loans. Coordinates with audit teams; maintains registers and displays Follows up on interest collections to control NPAs; handles auctions. Monitors team's activities across gold loans, cash, documents, leads generated and new customer acquisition. Coaches, mentors and trains team; provides timely feedback and motivation. Maintains branch infrastructure and hygiene standards. Assistant Branch Manager / Gold Valuer - Prior Gold valuation experience of 2 Year is a must. Attending to walk-in customers, addressing queries about the gold loan process and schemes offered. Conducting gold valuations and identifying gold purity accurately. Properly packing and storing gold and gold packets after loan disbursal. Returning gold ornaments to customers after loan closure. Managing cash (system & physical) during loan disbursals, interest collection, and loan closures. Create new CUID in system & modifications in LOS during Disbursal, Part Release / Payments & Loan Closure. Maintain branch registers as per the guidelines Key / Cash / Packet Movements, Staff & Customer Visits etc. Ensuring proper collection and storage of customer KYC documents. Following up with customers for timely collection of interest and principal payments. Providing good customer service at every step ie while pledging, releasing, or making interest payments. Gold Valuer - Prior Gold valuation experience of 2 Year is a must. Attending to walk-in customers, addressing queries about the gold loan process and schemes offered. Conducting gold valuations and identifying gold purity accurately. Properly packing and storing gold and gold packets after loan disbursal. Returning gold ornaments to customers after loan closure. Managing cash (system & physical) during loan disbursals, interest collection, and loan closures. Create new CUID in system & modifications in LOS during Disbursal, Part Release / Payments & Loan Closure. Maintain branch registers as per the guidelines Key / Cash / Packet Movements, Staff & Customer Visits etc. Ensuring proper collection and storage of customer KYC documents. Following up with customers for timely collection of interest and principal payments. Providing good customer service at every step ie while pledging, releasing, or making interest payments. Senior Relationship Officer / Relationship Officer - Candidates with sales experience in Banking & Financial Services can apply for the role. Freshers with a flair in Sales can also apply. Responsible to acquire New Customers for generating Gold Loan business and for other cross sell products. Participate in field-marketing activities to improve the brand visibility of Capri Gold Loan branch in the catchment areas and generate leads of prospective customers. Drive & ensure continuous customer engagement through various channels. Maintaining quality portfolio by tracking & controlling ROI. Provide after sales service to existing customers and obtain references from them to increase customer base. Strong follow up on interest collections to keep NPAs (non-performing assets) under control. Share your CV to HR at Shivam.Pastor@capriglobal.in

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Servicing walkin customers during Office Hours. Retaining PHs who come for Surrenders. Achieving RWP Targets in Renewals. Converting payment of PHs to Autopay mode. Achieving LAIP Targets. Visiting customers for all of the above or as required for the purposes of relationship management. Maintaining of all documentation, adhering to all processes and guidelines involved in operational procedures. 2. DECISIONS (Key decisions taken by job holder at his/her end) Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs. 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Coordinating with Sales for RWP, LAIP, Autopay and other activities External Clients Roles you need to interact with outside the organization to enable success in your day to day work Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs.

Role & responsibilities Coordinate daily customer service operations to ensure seamless delivery and prompt follow-ups. Deliver timely, high-quality assistance to customers across all platformsphone, email, chat, and inperson. Resolve customer inquiries efficiently or escalate them to the appropriate team as required. Track and manage customer issues from initial contact through resolution, ensuring accountability and satisfaction. Preferred candidate profile Preferred experience in the Mutual Fund industry , with a solid understanding of financial products and investor servicing. Proven track record in client handling , delivering prompt and professional support across various channels (phone, email, walk-ins). Skilled in resolving customer queries and providing end-to-end assistance, with the ability to escalate complex issues when needed. Experience in managing daily customer service operations , ensuring a seamless and customer-focused approach.

Responsibilities: Developing and implementing Ops strategies Manage team, performance & growth Oversee process improvement initiatives Design custom packages/Itinerary for clients Manage Clients, vendors and suppliers Ensure timely receipt of all payments

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Servicing walkin customers during Office Hours. Retaining PHs who come for Surrenders. Achieving RWP Targets in Renewals. Converting payment of PHs to Autopay mode. Achieving LAIP Targets. Visiting customers for all of the above or as required for the purposes of relationship management. Maintaining of all documentation, adhering to all processes and guidelines involved in operational procedures. 2. DECISIONS (Key decisions taken by job holder at his/her end) Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs. 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Coordinating with Sales for RWP, LAIP, Autopay and other activities External Clients Roles you need to interact with outside the organization to enable success in your day to day work Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs.

Eligibility: For BDE - Graduate with min 1 year of exp in sales. Freshers also encouraged. For BRO - Graduate with minimum 2+ years of exp in Banking/NBFC For BOH - Graduate with min 4+ years of exp in Branch Banking Operations. Date of Interview - 24th July2025 (Thursday) Timing - 10 am to 1 Pm Venue Axis Bank - Thoraipakkam Branch, No. 5 353, Rajiv Gandhi Salai, OMR, Above Nilgiri’s Super Market, Thoraipakkam, Chennai - 600097. Contact Person – Ms. Padmapriya S R (Cluster Head)

Responsibilities Identify high transacting customers and reduce the transactions of these customers. Identify Depleting customers and control them Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors Cash balancing and Cash bundling Processing of Retail FX postings / Gold sales/Pre Paid Cards Executing of funds transfer/ FD closure / Account Closure Custodian for teller box Custodian for cheque drop boxes Ensure error free transactions of receipts & payments. Ensure highest level of customer service. Recording complaints as per the specified process Resolving all complaints received (self, branch, other units) within the stipulated TATs pertaining to Teller area PLEASE NOTE GRADUDATION IS MANDATORY AND WE ARE LOOKING FOR EXPERIENCE LOCAL CANDIDATES ONLY.

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Servicing walkin customers during Office Hours. Retaining PHs who come for Surrenders. Achieving RWP Targets in Renewals. Converting payment of PHs to Autopay mode. Achieving LAIP Targets. Visiting customers for all of the above or as required for the purposes of relationship management. Maintaining of all documentation, adhering to all processes and guidelines involved in operational procedures. 2. DECISIONS (Key decisions taken by job holder at his/her end) Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs. 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Coordinating with Sales for RWP, LAIP, Autopay and other activities External Clients Roles you need to interact with outside the organization to enable success in your day to day work Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs.

1. PRINCIPAL ACCOUNTABILITIES (Accountabilities associated with the job) Servicing walkin customers during Office Hours. Retaining PHs who come for Surrenders. Achieving RWP Targets in Renewals. Converting payment of PHs to Autopay mode. Achieving LAIP Targets. Visiting customers for all of the above or as required for the purposes of relationship management. Maintaining of all documentation, adhering to all processes and guidelines involved in operational procedures. 2. DECISIONS (Key decisions taken by job holder at his/her end) Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs. 3. INTERACTIONS (Key working relationships a job holder needs to have INSIDE and OUTSIDE the company to accomplish the job) Internal Clients Roles you need to interact with inside the organization to enable success in your day to day work Coordinating with Sales for RWP, LAIP, Autopay and other activities External Clients Roles you need to interact with outside the organization to enable success in your day to day work Calling / Visiting PHs in collection of RWP. Calling / Visiting PHs in HHID data. Calling / Visiting PHs to collect and register Autopay Mandates. Calling / Visiting PHs to register LAIPs.