Senior Executive

Key Responsibilities

• Handle day-to-day branch operations and ensure smooth functioning of operational activities.
• Prepare, maintain, and verify operations-related files and documents.
• Perform cash handling, cash receipts, payments, and daily cash reconciliation accurately.
• Maintain proper records of cash transactions and ensure compliance with company policies.
• Manage cash counter activities and resolve customer queries related to transactions.
• Ensure timely and accurate processing of operational requests and documentation.
• Identify customer requirements and generate cross-selling opportunities for relevant financial products.
• Promote products such as Personal Loans, Business Loans, Insurance, and other financial services as applicable.
• Coordinate with internal teams for smooth processing of customer requests.
• Ensure proper KYC/document verification and adherence to operational guidelines.
• Maintain accuracy, confidentiality, and compliance in all branch activities.
• Achieve assigned cross-sales and operational targets.Role & responsibilities

Preferred candidate profile

Candidates with experience in Branch Operations, Cashier, Cash Handling, Banking/NBFC Operations, Customer Service, or Cross-Sales will be preferred.