Activation Offer-branch Banking-cms

3 days ago


Mumbai, India Kotak Mahindra Full time

**Activation Desk - CMS
Transaction Banking Group

Activation Team Member - CMS

Location

Mumbai/Surat/Bangalore/Ahmedabad/Kolkata/Jaipur

Number of Positions

6

Reporting Relationships

Area Manager

Position Grade

Outsourced on T&M Role

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**:
**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 post-degree experience in CMS Product, Implementation, Branch Banking or Operations

**Job Requirements**:
**Job Role
**_Personal _**
- Must be a self-starter
- 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 trouble-shooting.
- Must have good interpersonal skills, be tenacious, detail-oriented, 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



  • Mumbai, India Kotak Mahindra Bank Limited Full time

    Job Description PSM - CMS Transaction Banking Group Product Sales Manager Cash Management Services Location Mumbai Number of Positions 01 Reporting Relationships Area Manager Position Grade M2-M3 Transaction Banking Group is the Product & Sales Support function that provides product expertise to the various segments of Kotak Bank, spanning Consumer Bank,...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    About The Role   About The Role   Job Profile  Area Sales Manager is expected to drive the sales thru dedicated team of Product Sales Managers managing the below Cash Management products across verticals under Consumer & Commercial Bank:- Collections Solutions viz. Physical Collections, Electronic Collections, IMPS Electronic Collections, OTC, Payment...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Regional Portfolio Manager-Business Banking-BRANCH BANKING-Regional salesAbout The Role Business Description Regional Portfolio Manager is responsible for driving and implementing the business banking strategy of the bank for the assigned region/s under the guidance of regional senior leadership of Branch banking and HO product team. The KRA comprises of...


  • Mumbai, India Kotak Mahindra Full time

    Job Profile Team Leader - Sales Support Team is expected to help internal as well as external customers in understanding, structuring & execution of Cash Management. He/she has to support all the verticals for following products with help of team of support members. - Collections Solutions viz. Physical Collections, Electronic Collections, IMPS Electronic...


  • Mumbai, Maharashtra, India Kotak Mahindra Full time

    Role - Channel Manager-CMS Location: Goregaon, Mumbai Grade: M2/M3 Global Transaction Banking 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 include cash management payment & collections solutions,...


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Service Manager-BRANCH BANKING-Branch Banking Service Manager– Branch Banking KRAs:  Lead the entire Branch Operational activities of an individual Branch (Mega/ Large Branches)  Manage a Service Team.  Co-ordinate the audit of the branch - Ensuring strict adherence to compliance, audit and regulator and procedural compliance requirements....


  • Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Job Category KMBL Degree Level Bachelor s Degree Achieving Business Objectives for the Branch in terms of Value Productivity Volume Metrics Revenue Generation through Sales of CASA Assets TPP of MF LI GT etc through varied Bank Channels Mentor Sales Operations Teams Responsible for YoY Deliverables Growth of Fee Non-Fee Income based Products Enhancements of...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About The Role   JOB ROLE - "¢ Participate in the Lobby Experience Model, serving as assigned person to welcome the customer, direct them as appropriate based on their identified needs and encourage utilization of self-service channels, carries a tab to help the customer navigate MB and NB as customer is waiting.- "¢ Support Bank guidelines for...

  • Sdo Authorizer

    2 weeks ago


    Mumbai, Maharashtra, India Kotak Mahindra Full time

    **SERVICE DELIVERY OFFICER (SDO)** KRAs: - Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping. - Regular generation of leads for NTB customer and cross sell. - The SDO will act as a backup to the SO. - Non-transaction related servicing at the Branch - Audit, Reconciliation of Branch Accounts - Customer query...


  • Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    About The Role  Job Role: To lead a team of relationship managers. Manage, develop and enhance deepening of the relationship with Channels (Branch, DSA, Builder) Responsible for achieving team targets and sales volume. Ensuring Teams Productivity along with Location Productivity Responsible for Location NPS Managing HNI Clients and responsible for...