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.

Key responsibilities

• Manage secure and timely delivery of currency notes, prepaid/refillable cards, and remittance documents to clients while processing forex transactions such as buying/selling currency and issuing travel cards.
• Verify client identity, collect required documentation, provide courteous service, address queries promptly, and escalate any grievances or delivery issues.
• Maintain accurate cash balances, perform daily reconciliation of tills and forex inventory, record all transactions in the company’s forex software, and ensure data integrity.
• Follow KYC/AML procedures, RBI/central bank guidelines, and internal policies; identify and report suspicious activity.
• Plan efficient delivery routes, keep accurate logs, provide workflow feedback, and coordinate with branch, logistics, and back‑office teams.

Required profile

• Minimum 10+2; Diploma in Logistics, Supply Chain, Finance, or relevant field preferred. Degree in Finance/Commerce is a plus.
• 1‑2 years experience in cash handling, teller or forex operations; product delivery or logistics experience is advantageous.
• Excellent numerical accuracy, strong communication and customer service skills, and high integrity when handling cash and sensitive financial products.

Required skills

• Excel
• MS Office