Branch Operations Manager

Role & responsibilities

• Support branch operations and customer service activities.
• Support in cross-selling and branch sales targets
• Lead generation for Insurance (Motor & Life), FD, SIP, Personal LoanTimely furnishing the details for preparation of Bank reconciliation to RO. Ensuring 100% tele-verification of new contracts.
• Ensuring PDD collection and updation. Ensuring proper control on NOC/Pre-closure/Disposal procedures.
• Proper reporting through MIS to concerned authorities.
• TA reconciliation of dealer balance with book balance and ensuring necessary updation & rectifications.
• Ensuring security, indexing & maintenance of customer files.
• Proper maintenance of accountable documents at the branch.
• Verification of repo stock & updation in the system.
• Monitoring of Non-Starters for at least 1 year from its DO date.
• Updation of cut off no. for the documentation on time
• Coordinate with banks for cash deposits and withdrawals.
• Ensure compliance with internal controls, audit, and regulatory guidelines.