Role & responsibilities
Timely furnishing the details for preparation of Bank reconciliation to RO. Ensuring 100% tele-verification of current contracts.
Ensuring PDD collection and updation. Ensuring proper control on NOC/Pre-closure/Disposal procedures.
Proper reporting through MIS to concerned authorities.
TA reconciliation of dealer balance with book balance and ensuring necessary updation & rectifications.
Follow up of TA balance, stock confirmation & dealer commission in dealer portal.
Ensuring security, indexing & maintenance of customer files.
Proper maintenance of accountable documents at the branch.
Verification of repo stock & updation in the system.
Monitoring of Non-Starters for at least 1 year from its DO date.
Updation of cut off no. for the documentation on time
Coordinate with banks for cash deposits and withdrawals.
Ensure compliance with internal controls, audit, and regulatory guidelines.
Support branch operations and customer service activities.
Support in cross-selling and branch sales targets
Lead generation for Insurance (Motor & Life), FD, SIP, Personal Loan

📌 Branch Operations Manager Gohana
🏢 Mahindra Finance
📍 Gohana