Job Description:

Branch Operations Management

- Oversee daily branch operations and ensure smooth workflow.
- Ensure all operational processes are executed as per company guidelines and SOPs.
- Monitor branch productivity and operational efficiency.
- Maintain branch infrastructure, assets, and administrative requirements.

Customer Service
- Address customer queries and resolve service-related issues promptly.
- Ensure high levels of customer satisfaction and service quality.
- Support customer onboarding, documentation, and account servicing activities.

Documentation & Compliance
- Verify customer documents and maintain accurate records.
- Ensure compliance with regulatory requirements and internal policies.
- Conduct periodic audits of files, registers, and operational processes.
- Monitor KYC, AML, and other compliance-related activities.

Coordination & Support
- Coordinate with Sales, Credit, Finance, Collections, and Legal teams.
- Support branch staff in operational matters and process improvements.
- Facilitate timely processing of customer applications and service requests.

Cash & Asset Management




- Monitor cash handling activities and branch expenses.
- Ensure proper utilization and safeguarding of branch assets.
- Maintain inventory records and branch stationery requirements.

Reporting & MIS
- Prepare daily, weekly, and monthly operational reports.
- Maintain operational MIS and ensure timely submission to management.
- Track branch performance metrics and highlight operational concerns.

Required Qualifications

- Graduate in any discipline (MBA preferred).
- 2–5 years of experience in branch operations, banking, NBFC, housing finance, or financial services.
- Knowledge of banking/NBFC operational processes and compliance requirements.
- Proficiency in MS Office applications, especially Excel.

Key Skills

- Branch Operations Management
- Customer Service & Relationship Management
- Documentation & Compliance
- MIS & Reporting
- Problem Solving
- Communication & Coordination Skills
- Attention to Detail
- Time Management

📌 Branch Operations Officer (Pune)
🏢 equitas small finance bank
📍 Pune