Activation Officer-branch Banking-cms

6 days ago

Lucknow, 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 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

  • Service Officer-branch Banking-branch Banking

    2 weeks ago

    Lucknow, Uttar Pradesh, India Kotak Mahindra Full time

    **Service Officer - Department- Retail Liabilities - Branch Banking- Location- Hyderabad- Reporting Relationships- Service Manager / Branch Manager / Branch Operations Manager / Authoriser / Lobby Manager- Grade Name- Assistant Manager- Grade- M1 **Job Role: Redress customer needs pertaining to cash, DDs, cheque deposits, general information. Speed and...

  • Relationship Officer Branch Banking

    4 weeks ago

    Lucknow, India AU Small Finance Bank Full time

    Open Positions: Role & Responsibilities: Acquisition of CASA & liabilities a/c from cold calling, market reference, cross sell and selling third party products (life & health insurance, mutual funds SIPs) Responsible for implementing sales and marketing activities within a branch in order to grow the Liabilities business and achievement of sales targets....

  • Branch Relationship Officer

    4 weeks ago

    Lucknow, India Archbridge Capital Pvt Limited Full time

    Company Description We suggest you enter details here Role Description This is a full-time on-site role for a Branch Relationship Officer located in Lucknow. The Branch Relationship Officer will be responsible for managing and enhancing relationships with clients, providing excellent customer service, and ensuring that all clients' finance-related needs are...

  • Branch Relationship Officer

    1 week ago

    Lucknow, Uttar Pradesh, India Archbridge Capital Pvt Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe suggest you enter details hereRole DescriptionThis is a full-time on-site role for a Branch Relationship Officer located in Lucknow. The Branch Relationship Officer will be responsible for managing and enhancing relationships with clients, providing excellent customer service, and ensuring that all clients' finance-related needs are met...

  • Immediate Start: Assistant Key Account Manager

    2 weeks ago

    Lucknow, Uttar Pradesh, India tata aia life insurance Full time

    Join Tata AIA Life Insurance a leading and fastest-growing life insurance provider in India established in 2001 as a joint venture between Tata Sons Pvt Ltd and AIA Group Ltd Our company embodies a legacy of trust integrity and excellence combining Tata s esteemed leadership with AIA s extensive pan-Asian expertise At Tata AIA our vision is to be...

  • Branch Manager-Gold Loan

    4 weeks ago

    Lucknow, India Sbfc Finance Full time

    Job Description Roles and Responsibilities A Branch Manager (Gold Loan)manages branch operations, drives gold loan business growth through strategic sales and marketing, leads and trains the staff to meet targets, ensures regulatory compliance, and builds strong customer and value relationships while maintaining the profitability and quality of the...

  • Hubspot Expert

    2 weeks ago

    Lucknow, India TDM Digital Agency -Lucknow Full time

    Job Description: We are seeking a highly skilled and motivated HubSpot Expert with a strong background in inbound content management systems (CMS). As a key member of our marketing team, you will be responsible for driving our inbound marketing strategies using the HubSpot platform. Your primary focus will be on content creation, optimization, and analytics...

  • Relationship Banking Head

    4 weeks ago

    Lucknow, India Prudent Solutions Full time

    Candidate will be responsible to manage a Team of RMs for a Bank Branch. Wealth RM with 10 Years experience required with good communication skills. Should have local experience and should be from Banking or Wealth Management Background .

  • Bank Teller

    1 week ago

    Lucknow, Uttar Pradesh, India Indusind Bank Limited Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Teller Key Role & Responsibilities: Handling of Cash-Both Receipts and Payments Handling of Foreign Exchange Issuing of Demand Drafts / Pay-orders A/c to A/c Transfers EFT and RTGS Transfers Handling Salary Transfers Reporting of Large Value Transactions PAN Compliance and Co-ordination ATM Replenishment and Reconciliation ...

  • Officer, Customer Service Officer, Consumer Banking Group

    1 week ago

    Lucknow, Uttar Pradesh, India DBS Bank Full time

    **Business Function**: As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help...