Job Requirements

Role/ Job Title: Associate - Branch Operations

Function/ Department: Wholesale Banking Operations

Job Purpose: To sustain better client servicing by way of exhibiting superior service delivery for Trade /GBO/CMS/KYC products and using banking expertise to support Business. To provide timely support to all business & external stakeholders and to manage their requirements, which should be in tandem with internal process guidelines. To assist and support Leads & Team Manager to achieve organisational goals as per KPI. To avoid any financial and reputational risk of the bank.

Roles & Responsibilities:

- Handle daily operations involving Trade Finance, GBO, CMS, Clearing ,KYC with respect to Branch's process. Proper mainatenance of inventories and branch registers.
- Responsible for ensuring quick turn-around time and error-free processing of transactions.




- Responsible for attending customer calls/queries while ensuring their expectations are met.
- Performing the daily reconciliation of internal suspense account/transactions processed during the day.
- Demonstrating good product understanding and process knowledge while interacting with customers.
- Ensuring basic hygiene of operations at branch interms of Customer Service, Record keeping & Audit.
- Highlighting/Suggesting changes in processes , ideas in the areas of automation.

Educational Qualification:

Bachelor's in Any Stream

Experience: 3–6 Years of experience in Banking with a positive understanding of General banking operations/KYC/Trade Finanace/CMS.

📌 Associate - Branch Operations (Chennai)
🏢 IDFC
📍 Chennai