Role & responsibilities

- Day-to-Day Branch Administration: Handle routine office operations, maintenance of branch files, and back-office record-keeping.
- Customer Service & Query Resolution: Greet clients, address service or product inquiries (such as accounts, policies, or loans) and resolve complaints quickly.
- Documentation & Compliance: Verify customer paperwork, perform Know Your Customer (KYC) checks, process applications, and ensure adherence to company and industry guidelines.
- Transaction & Process Handling: Process financial or operational transactions (e.g., policy issuances, claims tracking, wire/EFT/NEFT/RTGS assistance, or order management) within set Turnaround Times.
- Coordination & Reporting: Liaise with sales teams, underwriting, credit, or central back-office departments, while preparing daily/weekly operational and MIS reports.
- Audit & Stock/Cash Management: Assist in audits, inventory or cash/cheque handling, and safety compliance checks

Preferred candidate profile 1.



Experience

- Duration: Generally 1 to 4 years of hands-on experience in branch operations, back-office administration, or customer service. [1, 2, 3]
- Industry Background: Prior exposure to banking, Microfinance (MFI), Non-Banking Financial Companies (NBFCs), or insurance sectors is highly advantageous. [1, 2]
- Domain Knowledge: Practical experience handling loan documentation, Know Your Customer (KYC) compliance, account openings, cash/teller management, and reconciliations. [1, 2, 3]

2. Technical & Functional Skills

- Software & Tools: Proficient in MS Office, particularly MS Excel (for MIS reporting, tracking data, and spreadsheets) and core enterprise/banking software.
- Compliance & Audits: Understanding of regulatory guidelines, document verification protocols, and internal audit standards.

📌 Branch Operations Executive (Kota)
🏢 Tyger Capital
📍 Kota