Activation Officer-BRANCH BANKING-CMS
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, India
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
• 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
• 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
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
• 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
• 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
0 page views
Related listings
-
Branch ManagerBankTo ensure the achievement of disbursement targets with minimum delinquency Identifying Joint liability Groups & disbursed loans, to suit the target customers and geographies. Enabling business growth by developing and managing a teams across assi...2026/11/10
-
Agile Product OwnerBankJob Title: AVP Location: Bangalore You will be joining the Product Owner Team in the Corporate / Investment Bank Transformation Team and help further design the dbCLM platform, the KYC (Know Your Client) platform for the Corporate Banking / Investmen...2026/11/10
-
Area Debt Manager-Flows-2 Wheeler LoanBankJob Description Job Title – Area Collection Manager Place of work – Jaipur Business Unit - Retail Banking Function – Collections Job Purpose: The role bearer has the responsibility to manage a team and co-ordinate the operational recovery activities ...2026/11/10
