Branch Operation Executive

Role Overview

We seek a meticulous and accountable Branch Operations Executive to oversee daily branch activities, manage customer records and documentation, ensure compliance with regulatory norms, and support administrative processes. The position is pivotal in optimizing branch operations and enhancing both customer service and sales support.

Main Responsibilities

• Supervise daily operational processes at the branch in line with organizational standard operating procedures.
• Maintain and verify customer documents, ensuring accurate record keeping.
• Authenticate KYC documentation and uphold compliance standards.
• Liaise effectively between the branch and corporate divisions for operational needs.
• Keep detailed branch registers, generate reports, and manage operational files.

• Guide customers through the gold selling process, clarifying documentation and procedural steps.
• Handle customer queries promptly and professionally to ensure positive engagement.
• Coordinate with customers to complete documentation and obtain necessary approvals.

• Validate customer KYC and transaction documents for authenticity and adherence.
• Guarantee all transactions meet internal policies and legal regulations.
• Organize and maintain both electronic and paper records for audit purposes.
• Assist during internal and external audits as required.

• Prepare and upkeep comprehensive MIS reports on a daily, weekly, and monthly basis.
• Monitor key operational indicators and report irregularities.
• Ensure punctual dispatch of branch reports to the corporate office.

Candidate Profile

• Graduate degree in any discipline.
• Between 1 to 3 years of experience in branch operation roles, administration, banking, NBFC, retail, customer service, or back-office functions.
• Fresh graduates with strong communication and computer skills will also be considered.
• Proficient in Microsoft Office suite including Excel, Word, and Outlook.
• Excellent documentation and organized record management skills.
• Detail-oriented with strong organizational capabilities.