Branch Operations Officer

Branch Operations Management

• Oversee daily branch operations and ensure smooth workflow.
• Ensure all operational processes are executed as per company guidelines and SOPs.
• Monitor branch productivity and operational efficiency.
• Maintain branch infrastructure, assets, and administrative requirements.

Customer Service

• Address customer queries and resolve service-related issues promptly.
• Ensure high levels of customer satisfaction and service quality.
• Support customer onboarding, documentation, and account servicing activities.

Documentation & Compliance

• Verify customer documents and maintain accurate records.
• Ensure compliance with regulatory requirements and internal policies.
• Conduct periodic audits of files, registers, and operational processes.
• Monitor KYC, AML, and other compliance-related activities.

Coordination & Support

• Coordinate with Sales, Credit, Finance, Collections, and Legal teams.
• Support branch staff in operational matters and process improvements.
• Facilitate timely processing of customer applications and service requests.

Cash & Asset Management

• Monitor cash handling activities and branch expenses.
• Ensure proper utilization and safeguarding of branch assets.
• Maintain inventory records and branch stationery requirements.

Reporting & MIS

• Prepare daily, weekly, and monthly operational reports.
• Maintain operational MIS and ensure timely submission to management.
• Track branch performance metrics and highlight operational concerns.

Required Qualifications

• Graduate in any discipline (MBA preferred).
• 2–5 years of experience in branch operations, banking, NBFC, housing finance, or financial services.
• Knowledge of banking/NBFC operational processes and compliance requirements.
• Proficiency in MS Office applications, especially Excel.

Key Skills

• Branch Operations Management
• Customer Service & Relationship Management
• Documentation & Compliance
• MIS & Reporting
• Problem Solving
• Communication & Coordination Skills
• Attention to Detail
• Time Management