Executive – Branch Operations

About the role

The Executive – Operations is a hybrid role responsible for managing the end‑to‑end delivery and handling of forex products, currency and remittances. This includes delivering currency notes, prepaid/refillable cards and remittance documents to clients, accurately processing forex transactions at the branch, and ensuring compliance with regulatory and internal policies. The role combines operational execution, cash handling and customer‑service excellence while safeguarding financial products and maintaining data integrity.

Key responsibilities

• Manage the secure and timely delivery of currency notes, prepaid/refillable cards, remittance documents and related products to clients at designated locations, while accurately processing forex transactions, including buying/selling currency, issuing travel cards and handling remittances.
• Verify client identity, collect required documentation or acknowledgments, provide professional and courteous service, address queries promptly and escalate any grievances or delivery/transaction issues to the branch or operations team.
• Maintain accurate cash balances, perform daily reconciliation of tills and forex inventory, handle cash safely, record all transactions in the company’s forex software and ensure data integrity and compliance with internal policies.
• Follow KYC/AML procedures, RBI/central bank guidelines and internal policies; identify and report suspicious activity; adhere to strict security protocols during product delivery and comply with road‑safety and operational regulations.
• Plan efficient delivery routes, maintain accurate logs of deliveries and transactions, provide feedback to improve workflows and coordinate closely with branch, logistics and back‑office teams to ensure seamless preparation, hand‑offs and overall operational excellence.

Required profile

• Bachelor’s degree in any discipline (Finance/Commerce degree is a plus).
• 1–2 years of experience in cash handling, teller or forex operations; product delivery or logistics experience is a plus.
• Excellent numerical accuracy, attention to detail and high integrity when handling cash and sensitive financial products.
• Strong communication, interpersonal and customer‑service skills; reliable and able to work under pressure in a fast‑paced retail environment.

Required skills

• Proficiency in MS Office/Excel for transaction logging and reporting.
• Experience with fintech/remittance software used for forex operations.
• Knowledge of forex products, exchange rates and KYC/AML compliance frameworks.