Posted:9 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Responsible for overseeing the daily operational, financial, commercial, compliance, and administrative activities of the branch. Ensures 100% adherence to internal policies, regulatory guidelines, and supports revenue conservation and growth initiatives.

Job Challenges:

  • Delivering error-free outputs across varied and complex processes
  • Managing unpredictable volume spikes and limited system support
  • Operating across 15+ systems under bandwidth and connectivity constraints
  • Navigating non-standard infrastructure and extended working hours
  • Handling compliance issues tactfully in coordination with the sales team

Key Responsibilities

Financial & Commercial Operations

  • Timely and accurate receipting, banking, reconciliation, petty cash management
  • Safe custody of cash and office assets
  • Vendor identification, bill verification, and NEFT-based payments
  • Coordination for lease agreements and new branch setups

Customer Service

  • First-contact resolution and tracking of service requests
  • Scrutinizing and processing claims, payouts, reinstatements, and switches
  • Proactive data cleansing for PAN, bank details, contact information

Sales Support & Licensing

  • Advisor licensing (new and renewals), application processing
  • Coordination for training, MIS preparation, reward and recognition programs
  • Supporting BM with sales recruitment and new business follow-ups

Compliance, Legal & Taxation

  • Handling statutory tax payments and documentation
  • Representing the branch in compliance-related hearings
  • Ensuring AML compliance and adherence to BCP guidelines

Advisor Commission Handling

  • Timely disbursement of commissions and TDS certificates
  • Resolving commission-related queries and encouraging NEFT usage

Administrative & HR Support

  • Manage joining/exits, F&F settlements, and IT service coordination
  • Oversee housekeeping, security, dispatch, and office resource booking

New Business & Underwriting

  • Processing new business applications with 100% accuracy
  • Coordinating medicals, scanning/indexing, and timely document delivery

Revenue Conservation & Cost Control

  • Promoting NEFT, ECS, self-service tools, and alternate payment options
  • Driving persistency by contacting customers and sales team support
  • Preventing fraud, managing cheque dishonors, and cost control measures

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