Branch operation Executive

JOB DESCRIPTION

Company Name

confidential

Role Title / Code

Branch Operations Executive

Role Code

Designation

Executive

Type of Role (IC/PL)

LOB/Department

PHFL Operations

Posting Location

Reporting Authority

State Operations Head

Company Brief

Company is an RBI registered housing finance company. We aim to provide convenient and affordable housing loans for every Indian citizen. The aspiration of every individual to own a house is what drives us to offer housing loans that are not only easy to avail but also flexible and affordable. We understand what it takes for buying a dream house and hence, provide services with unmatched support for

a hassle-free experience.

Objective

o   The Branch Operations Executive is mainly responsible for timely processing of Disbursal, Record Management, Customer service & cash management processes.

o   BOE will also be responsible for customer service & driving Xsell through branches.

Roles & Responsibilities

1.       Loan Disbursement Processing

a.       Perform loan disbursal activities and ensure they are completed within the stipulated TAT

b.       Liaison with Branch Credit & sales Team for OTC clearance.

c.       Perform remote Cheque Printing process & FRFC management.

d.       Manage post disbursement documentation by conducting follow ups with stakeholders, reporting discrepancies to the Management and updating the system on a periodic basis

2.       Customer Service & Xsell

a.       Resolve Customer QRG on timely basis

b.       Maintain a good branch service and exit NPS score for all the branches

c.       Drive Xsell through the branches

3.       Cash Collection

a.       Perform Cash collection activities (MR cut, Reconciliation, etc.)

b.       Ensure no critical Audit findings

Requirement (Experience / Skill / Qualification / Industry background etc.)

o   The skills required for this role are strategic orientation, goal orientation, working effectively with the teams, interpersonal, Stakeholder Management and influencing skills, vendor management.

o   Education and experience required for this role is graduate with minimum 0-2 years of work experience in the banking and lending domain.