Customer Service Executive – DSF – Shillong

About the role

The Customer Service Executive will manage day‑to‑day operational, financial, commercial and administrative activities of the branch in Shillong. The role ensures strict compliance with regulatory and organisational guidelines while supporting sales and vendor interactions.

Key responsibilities

• Execute receipting, banking and reconciliation processes for cash, cheques and demand drafts with 100% accuracy.
• Detect counterfeit notes, manage cheque dishonours and maintain safe custody of cash and assets.
• Update advisor information in the BSLI online system and prepare related MIS reports and dashboards.
• Coordinate training programmes for new insurance applicants and schedule re‑exams for failed candidates.
• Identify and register local vendors, process vendor bills, and ensure timely payments via NEFT.
• Support lease agreement registration, new branch set‑up and liaison with IT, infrastructure and banking functions.
• Handle legal, compliance and taxation matters, including tax remittances and representation in labour or consumer courts.
• Maintain statutory displays, AML compliance and confidentiality of branch documentation.

Required profile

• Strong attention to detail and ability to maintain 100% accuracy under high‑volume conditions.
• Excellent organisational skills to manage multiple systems and processes simultaneously.
• Ability to work extended hours and adapt to seasonal workload spikes.
• Good communication skills for coordination with internal teams, vendors and regulatory bodies.

Required skills