Branch Operations Manager
kotak mahindra bank ltd.
Total years of experience :4 years, 11 Months
Handling entire branch banking operations activities.
Implementing and maintaining a entire operations plan for the branch.
Handling and managing entire records of vouchers / warrants dispatched on
Fortnightly / monthly basis.
Focusing on achieving customer acquisition & retention.
Authorization rights of each cash transactions processed at branch level.
Maintaining and processing of all bills for the vendors on a monthly basis.
Publishing fortnightly/monthly reports for all the transactions processed.
Managing the daily activities of the branch.
Enforcing the companies’ policies, principles, and procedures.
Providing excellent service to customers
Liaising with the Area Manager to develop innovative marketing strategies.
Managing entire cash at branch level
Handling entire daily clearing activity which includes Inward / outward clearing.
Adherence to regulatory & Treasury requirements.
Processing & Conversion of commercial loan files for sanction.
To manage entire branch staff including security and housekeeping.
A) Primary Job Responsibilities:-
Verification of A/C opening documents received from branches
Complete KYC check of the documents along with AOF received.
Scrutinizing all the documents and AOF for processing and A/C opening
Processing of Salary A/C’s, Savings and Current A/C’s .within TAT.
Verification of all the instruments received through clearing across branches.
Part of call back team in order to re-verify all the cheques, DD’s with specified TAT.
Internal quality check and verification of documents for audit purpose.
B) Other Job responsibilities:-
Handling client registrations and online transactions.
Processing & verification of client’s documents.
Handling queries from across the channels (branches) related to On-line MF, Off-line MF, Insurance and private banking group.
Resolution of queries within the specified turnaround time (TAT) to meet SLA’s.
Handling queries of Insurance sales / Contest / Rewards MIS across the channels.
Publishing monthly, quarterly & Annual MIS across the channels.
C) Other Job responsibilities:-
Worked with Debit Card & Net - Banking department for 06 months.
Handling Debit Cards, Debit PINS and IPINS processing department.
Printing and generation of IPIN / DPINS.
Handling queries from across the channels for processing of Debit card section.
Handling queries for dispatch details of D-Cards, D-PINS and I-PINS.
Publishing regular MIS for Debit Cards / Net - banking across the channels.
Completed Executive M.B.A in Finance
Completed Bachelor of Commerce from Mumbai University
Completed S.S.C from Maharashtra Borad