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Branch Operations Executive @ Career Site

Mumbai, Maharashtra, INOnsiteFull-timeJob reference 272052
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About this role

The Branch Operations Executive will manage the day‑to‑day activities of the CLM Domestic BFSI back‑office unit, driving operational efficiency and delivering exceptional customer service. You will supervise a team of Customer Care Executives, enforce compliance standards, and collaborate with cross‑functional teams to meet service level agreements and business objectives.

  • Supervise and mentor the Customer Care Executive (CCE) team to ensure high‑quality customer interactions.
  • Monitor daily branch performance metrics and enforce SLA compliance.
  • Handle escalated customer issues and coordinate timely resolutions.
  • Coordinate with finance, compliance, and IT departments to streamline back‑office workflows.
  • Develop and implement process improvement initiatives to boost efficiency.
  • Prepare and present operational reports to senior management.
  • Ensure adherence to regulatory and internal policy requirements.
  • Manage staffing schedules, attendance, and resource allocation.
  • Conduct regular training sessions on product knowledge and service standards.
  • Maintain accurate documentation of operational procedures and customer communications.
  • Bachelor's degree in Business Administration, Finance, or related field.
  • Minimum 3 years of experience in back‑office operations within the BFSI sector.
  • Proven leadership experience managing a customer care team.
  • Strong understanding of CLM (Customer Lifecycle Management) processes.
  • Excellent communication and problem‑solving skills.
  • Ability to analyze data and generate actionable insights.
  • Familiarity with CRM and ticketing systems.
  • Knowledge of regulatory compliance standards in banking and insurance.
  • Proficiency in MS Office Suite and reporting tools.
  • Detail‑oriented with a focus on delivering superior customer satisfaction.

Skills

SLA ComplianceProcess ImprovementRegulatory complianceMicrosoft Office

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