Activation Officer-branch Banking-cms

7 days ago

Ahmedabad, Gujarat, India Kotak Mahindra Full time

Global Transaction Services Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank, Commercial Bank and Wholesale Banking divisions.

Products range from to cash management (payment & collections solutions, escrow services & dividend business to trade finance (import services, export services, funded & non-funded products and remittances),


We are currently looking for member in Activation Team who can help Corporate/CA customers on usage of Cash Management Platform.


Job Profile
Activation team members are expected to help Corporate/CA customers on "How to use the Cash Management platform".

This requires meeting customers, understanding bottlenecks/service issues, resolving all such issues and helping customer on how to use & increase the usage of technology to process the transactions


This team will be supporting all the verticals under Consumer & Commercial Bank, which includes Branch Banking, Priority, Wealth & TACS - RI clients.


Job Role:

Understand customer requirements & train the customers on usage of Cash Management Platform

  • Interaction with existing CMS customers to understand the technical requirement for system integration for TBG products/services
  • Support Consumer & Commercial Bank customers for modification/service related queries.
  • Help channels in giving demonstration of our system to existing as well as prospective clients.
  • Monitor, push & ensure the productivity of other activation channels
  • Interact with Implementation team, setup team & operations to ensure customer is served as per agreed TAT
  • Understand specific MIS requirement of the customers and arrange to deliver reports accordingly.
  • Prepare the MIS & MIS analysis on assigned customer portfolio Increase product penetration & work on customer feedbacks

Job Requirements:

**Job Role

  • With Banking / Finance industry
  • Good written and oral communication skills
  • Should have good communication skills written and verbal.
  • Good knowledge MS Office & MIS Tools Fresher/1 years of postdegree experience in CMS Product, Implementation, Branch Banking or Operations

Job Requirements:

**Job Role

_Personal _

  • Must be a selfstarter
  • Must be sales oriented/ready to travel
  • Must be market & tech savvy, with good networking skills
  • Must be proactive and with high energy levels
  • Must be analytical, practical and have aptitude for troubleshooting.
  • Must have good interpersonal skills, be tenacious, detailoriented, tough minded when needed, but diplomatic.
  • Graduation with IT specialization or additional certification in IT
  • Preferably Fresh BBA/MBA/MCA/BSE-IT Fresher/1 year of experience in CMS Sales, Product, Implementation, Branch Banking, IT or Operations will be added advantage
**_Professional
- *
  • Must have able to settle in an environment requiring entrepreneurial/ building skills
  • Keen interest to structuring, implement & activating deals
  • Must be capable of working with a team
  • High attention to detail and accuracy with the ability to work under pressure to meet tight deadlines
  • Excellent communication, negotiation, and planning skills

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