Branch Manager

- Conduct inspections of new areas to recommend areas of activity.
- Collect data received from the initial survey of people residing in a prospective locality and pass this on to the Area Manager.
- Assist the AM in setting up recent branches.
- Trouble-shooting problems that cannot be tackled by his/her juniors.
- Maintain rapport with clients and field operatives.
- Conduct meetings with clients as well as field operatives.
- Conduct surprise checks and visits to JLGs/ SHGs.
- Help the field operatives in achieving their performance targets.
- Ensure that laid downfield policies are strictly followed by field personnel.
- Keep the AM constantly updated on the status of field performance.
- Follow the suggestions/advice given by AM during periodical meetings and share their contents with field staff.
- Conduct periodic meetings with branch field staff to get daily updates on activities.




- Motivate clients constantly to keep them totally involved and associated with DFPL programs.
- Maintained cashbook and general ledger of the branch.
- Keep all loans and other important documents of the branch under safe custody.
- Branch Cash management.
- Ensure 100% repayment of loan dues.
- Regularly check the software entry of regular collection and daily reports.
- Check the scanning, digitalization of KYC, Tally entry, use of BIJLI, E-mail access & upload, excel related work.
- Coordinate with branch staff in maintaining a tidy office.
- Passbooks of clients are to be verified periodically with balances in-branch books.
- Engage in any other activity as advised by the AM from time to time.
- Any other job assigned by the competent authority/ immediate superior like data collection from field level, repayment collection, borrowers’ meeting etc.

📌 Branch Manager (India)
🏢 Dhosa Fincare
📍 India