Job Description

#

Branch Operation Manager

Multiple locations








Department
NORTH BUSINESS
Job posted on
Jan 09, 2026
Employee Type
Permanent
Experience range (Years)
0 - 0

I.

POSITION DESCRIPTION

JOB TITLE

Branch Operations Officer

GRADE

UJJD

DEPARTMENT

Branch Banking

LOCATION

Ujjivan Branch

SUB-DEPARTMENT

Operations

TYPE OF POSITION

Full-time

REPORTS TO

Sr.Branch Manager/Branch Manager

REPORTING INTO

Cashier
CCR
Aadhar Officers

II.

ROLE PURPOSE & OBJECTIVE

This role is responsible for day to day operational and administrative activities in the branch which include coordination with IT, infrastructure, security, secured stationary (operations), unsecured stationary (Admin) and housekeeping.


Accountable for quality customer service within stipulated time frame while adhering to regulatory and procedural compliance.


Responsible for coordination of audits at the branch and availability of requisite resources in the branch without affecting regular branch business.

III.

SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

IV.

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business

Take overall responsibility for administration and control of the branch operations, including its infrastructure and personnel Handle walk-in sales in absence of liabilities/assets sales personnel Drive leads from walk-in customers Handle walk-in sales in absence of liabilities/assets sales personnel Oversee adherence to customer's life event management at branch


Customers
Handle walk-in customers in the absence of the CCR; build & manage robust relationships with the customers by providing exceptional customer service Ensure customers are assisted/educated to use ATMs and motivate them to use ATMs for smaller transactions Ensure adherence to TAT for all branch transaction, grievance redressal and customer queries Address customer complaints and queries escalated by branch staff in a timely manner (Tracking and reporting); ensure reduction in customer complaints over a period of time


Internal Process
Joint custodian of cash, Branch keys/vault/lockers; ensure all secured stationary are in stock and tracks usage Accountable for cash transactions in the branch including aspects such as cash management, tallying of cash with reports in system & vouchers and maintenance of registers for cash transactions and reconciliation of day end ledgers with the help of cashier

Approve/authorize transactions as required, check and ensure genuineness of the documents provided by the customers Serve as a point of check for completion of forms/applications, verification of the KYC documents and other document proofs provided by the customer for purposes such as transactions, account opening etc. Take overall responsibility for housekeeping, physical infrastructure and IT infrastructure Responsible for coordination of functioning and replenishment of cash in the Branch ATMs (to be decided post finalization of ATM operating model) Coordinate activities with Regional-Fund Transfer Unit and Branch Monitoring teams Coordinate with the internal and external audit team in carrying out the periodic Branch audits; formulate and review progress against action plans to address the deviations found in Branch operations and service quality To ensure strict adherence to regulatory compliances in running the branch and report deviations to CRM, perform the role of operations risk and compliance representative at the branch and report to regional OR & compliance managers


Learning & Performance
Maintain up to date & working knowledge of products/services offered in the branch. Ensure adherence to training man-days/ mandatory training programs for self and reportees Train the Cashier & CCR on process compliance, service quality and Branch operations Ensure goal-setting, midyear -review and annual appraisal process within specified timelines for self and reportees

V.

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

UG - Any Graduation preferably in commerce discipline / Post Graduation with Finance specialization

Experience

Minimum 3-6 years' experience in handling Banking/NBFC Operations
catering to liabilities and assert products

Certifications

Functional Skills

Systematic; meticulous and timely customer service Process Orientation Multitasking ability Knowledge of liabilities & asset products Compliance Orientation Technology Adept Training Skills

Behavioral Skills

Communication skills - fluent in local language & English Managing Customer Relations Process Orientation People orientation Training skills Willingness to travel & relocation as per business requirements and career opportunities

Competencies

Execution
Managing Relationships
Influencing
Decision Making

VI.

KEY INTERACTIONS

INTERNAL

EXTERNAL

Regional operations department

Cluster operations department

State HR

Admin & Infra team

Internal Audit department

IT


Neighbouring banks

BCs & cash management agencies

External Audit department

PREPARED BY

DATE

REVIEWED BY

DATE

LAST UPDATED BY

DATE - 07-11-2022