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AI summary of this job
Beta Read in 10 secondsA Branch Operations Manager role at Mahindra Finance in Rajpura for people with 2–6 years of experience. You'll handle branch operations, customer service, cross-selling, retail banking, and sales. You'll also manage MIS reporting, bank reconciliation, and deposits.
- Rajpura
- Work from office
- 2–6 years
What you'll do
- Support branch operations and customer service activities
- Support in cross-selling and branch sales targets
- Proper reporting through MIS to concerned authorities
Good fit if you
- Have 2–6 years of experience
- Know branch operations and retail banking
- Handle sales and bank reconciliation
AI-generated from the job description. Check the full description before you apply.
Job Description
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.
Skills
Cross SellingCasaDepositsSalesRetailFixSIPRetail BankingBank ReconciliationSalesBranch OperationsReportingBranch Operations ManagerIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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