Role & responsibilities

- Manage customer relationship and provide quality customer service.

- Handle branch operations, documentation, and account-related activities.

- Ensure compliance with KYC, AML, and company policies.

- Support customer onboarding and query resolution.

- Maintain operational records and MIS reports.

- Coordinate with internal teams for smooth branch functioning.

- Ensure timely completion of operational and administrative tasks.

- Assist in achieving branch business and service objectives.

Preferred candidate profile

- Graduate in any discipline.

- Experience in Banking, NBFC, Financial Services, CRM, Accounts, or Branch Operations.

- Valuable communication and interpersonal skills.

- Knowledge of KYC/AML guidelines and branch processes.

- Proficiency in MS Office and reporting.

Key Skills: Banking Operations, Customer Relationship Management (CRM), Accounts Handling, KYC, AML, Documentation, MIS Reporting, Customer Service, Branch Operations, Team Coordination.

📌 Accounts & Customer Relationship Executive (Akola)
🏢 Mahindra Finance
📍 Akola