Team Member - CROps - Warangal

Role overview

This position is focused on branch-level operations connected to transaction handling, KYC processing, regulatory adherence, and coordination with internal teams and external service partners. The role also includes customer issue management, transmission case handling, and support for PMS-related activities.

Principal accountabilities

The incumbent is expected to carry out transactional and compliance-related work accurately, support service delivery, and ensure branch processes remain aligned with required standards.

Transaction processing

• Execute transactions in line with regulatory requirements and the prescribed SOPs, including PMS-related transactions.
• Process KYC applications, match KYC status records, and follow up for missing documents so that documentation is complete.
• Carry out data enrichment work to improve transaction convenience and information flow.
• Handle KYC processing linked to customer acquisition.
• Review PMS applications for account opening and ongoing servicing support.
• Address transmission cases quickly, with care and proper due diligence.

Regulatory compliance

• Ensure NAV and addendum display is carried out according to applicable guidelines.
• Manage DTSM in line with the relevant guidelines and SOPs.
• Maintain zero regulatory deviation in branch transaction-processing activities.

Stakeholder management

• Coordinate periodically with banks, sales teams, and head office for transaction-related work.
• Work with sales and sales support teams to resolve issues connected to transaction processing.
• Develop effective local working relationships with service partners and vendors such as RTAs, bankers, and couriers.
• Support IFAs associated with branches and MR locations.

Customer query handling

• Record all branch interactions correctly against queries, requirements, issues, and transmission claim processing.
• Work to resolve customer queries at the time they are raised, wherever possible.
• Communicate TROs to customers in a timely and accurate manner to support win-back efforts.
• Meet turnaround-time commitments for requests and issues.
• Escalate matters appropriately when there is a risk of missing the expected turnaround time.