Activation Officer-branch Banking-cms

3 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

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