HD

Branch Operations Executive

Hdb Financial Services
Bangalore2-7 LPA Posted 20 Jun 2025
FULL TIME
file processing
Interpersonal Skills
Analytical Skills
Ms Office Suite

Job Description

Key Responsibilities:

  • Operational Coordination: Act as a liaison between the branch and the central operations team, ensuring seamless communication and execution of directives.
  • File Processing & Disbursement: Efficiently process customer files, including verification of all necessary documentation, and facilitate timely disbursement of funds/services.
  • Reporting: Prepare and submit accurate daily and monthly Management Information System (MIS) reports to track key operational metrics and performance.
  • Customer Documentation & Verification: Conduct thorough Know Your Customer (KYC) checks and verify all secondary customer documents to ensure compliance and data integrity.
  • Payment Management: Ensure timely collection of customer payments and follow up on any outstanding dues.
  • Policy Adherence: Guarantee strict adherence to all company policies, procedures, and regulatory guidelines at every level of operation within the branch.
  • Quality Control: Conduct comprehensive checks of all processed files to ensure completeness, accuracy, and relevance of data.

Qualifications:

  • Knowledge of KYC norms and financial regulations.
  • Proficiency in MS Office Suite, especially Excel for reporting.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • High level of accuracy and attention to detail.
  • Ability to work independently and as part of a team in a fast-paced environment.

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