CSE

Responsible for overseeing the daily operational, financial, commercial, compliance, and administrative activities of the branch. Ensures 100% adherence to internal policies, regulatory guidelines, and supports revenue conservation and growth initiatives.

Job Challenges:

• Delivering error-free outputs across varied and complex processes
• Managing unpredictable volume spikes and limited system support
• Operating across 15+ systems under bandwidth and connectivity constraints
• Navigating non-standard infrastructure and extended working hours
• Handling compliance issues tactfully in coordination with the sales team

Key Responsibilities

Financial & Commercial Operations

• Timely and accurate receipting, banking, reconciliation, petty cash management
• Safe custody of cash and office assets
• Vendor identification, bill verification, and NEFT-based payments
• Coordination for lease agreements and new branch setups

Customer Service

• First-contact resolution and tracking of service requests
• Scrutinizing and processing claims, payouts, reinstatements, and switches
• Proactive data cleansing for PAN, bank details, contact information

Sales Support & Licensing

• Advisor licensing (new and renewals), application processing
• Coordination for training, MIS preparation, reward and recognition programs
• Supporting BM with sales recruitment and new business follow-ups

Compliance, Legal & Taxation

• Handling statutory tax payments and documentation
• Representing the branch in compliance-related hearings
• Ensuring AML compliance and adherence to BCP guidelines

Advisor Commission Handling

• Timely disbursement of commissions and TDS certificates
• Resolving commission-related queries and encouraging NEFT usage

Administrative & HR Support

• Manage joining/exits, F&F settlements, and IT service coordination
• Oversee housekeeping, security, dispatch, and office resource booking

New Business & Underwriting

• Processing new business applications with 100% accuracy
• Coordinating medicals, scanning/indexing, and timely document delivery

Revenue Conservation & Cost Control

• Promoting NEFT, ECS, self-service tools, and alternate payment options
• Driving persistency by contacting customers and sales team support
• Preventing fraud, managing cheque dishonors, and cost control measures