Activation Officer-branch Banking-cms

1 day ago

Delhi, India Kotak Mahindra Full time

**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

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