cse

Job Description

Responsible for overseeing the daily operational, financial, commercial, compliance, and administrative activities of the branch. Ensures 100% adherence to internal policies, regulatory guidelines, and supports revenue conservation and growth initiatives.

Job Challenges:

- Delivering error-free outputs across varied and complex processes
- Managing unpredictable volume spikes and limited system support
- Operating across 15+ systems under bandwidth and connectivity constraints
- Navigating non-standard infrastructure and extended working hours
- Handling compliance issues tactfully in coordination with the sales team

Key Responsibilities

Financial & Commercial Operations

- Timely and accurate receipting, banking, reconciliation, petty cash management
- Safe custody of cash and office assets
- Vendor identification, bill verification, and NEFT-based payments
- Coordination for lease agreements and new branch setups

Customer Service

- First-contact resolution and tracking of service requests
- Scrutinizing and processing claims, payouts, reinstatements, and switches
- Proactive data cleansing for PAN, bank details, contact information

Sales Support & Licensing

- Advisor licensing (new and renewals), application processing
- Coordination for training, MIS preparation, reward and recognition programs
- Supporting BM with sales recruitment and new business follow-ups

Compliance, Legal & Taxation

- Handling statutory tax payments and documentation
- Representing the branch in compliance-related hearings
- Ensuring AML compliance and adherence to BCP guidelines

Advisor Commission Handling

- Timely disbursement of commissions and TDS certificates
- Resolving commission-related queries and encouraging NEFT usage

Administrative & HR Support

- Manage joining/exits, F&F settlements, and IT service coordination
- Oversee housekeeping, security, dispatch, and office resource booking

New Business & Underwriting

- Processing new business applications with 100% accuracy
- Coordinating medicals, scanning/indexing, and timely document delivery

Revenue Conservation & Cost Control

- Promoting NEFT, ECS, self-service tools, and alternate payment options
- Driving persistency by contacting customers and sales team support
- Preventing fraud, managing cheque dishonors, and cost control measures

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