Job Description
Activities managed by AOs
- Connect with clients, understand customer requirements/setup done by PSM. In case of any mismatch, arrange for modification thru PSM
- If setup has been done as per customers expectation, train the customers on usage of Cash Management Platform & how to read the reports/MIS
- Calls customer for first 3 months post training to ensure that customer use the platform/upload transactions.
- Interaction with existing CMS customers to understand the technical requirement for system integration especially for Tally, AllPay & BBPS integration.
- Help channels in giving demonstration of our system to existing as well as prospective clients.
- Interact with Implementation team, setup team & operations to sort out client issues are sorted/ensure customer is served as per agreed TAT.
- Understand specific MIS requirement (if any) of the customers & arrange to deliver reports thru PSM/IMT.
- Prepare the MIS & MIS analysis on assigned book.
• Requirements:
- Preferably Graduate/Post Graduate. Normally we hire BBA/BAF/MBA/MCA/BSE-IT/B.Tech
- Fresher/1 years of post-degree experience in Implementation, Branch Banking, IT Support or Operations
- Should have good communication skills - Written & Oral
- Must be fluent in regional/local language & English.
- Tech savvy with good knowledge MS Office & MIS Tools
- Must have Bike & ready to travel for c
- Connect with clients, understand customer requirements/setup done by PSM. In case of any mismatch, arrange for modification thru PSM
- If setup has been done as per customers expectation, train the customers on usage of Cash Management Platform & how to read the reports/MIS
- Calls customer for first 3 months post training to ensure that customer use the platform/upload transactions.
- Interaction with existing CMS customers to understand the technical requirement for system integration especially for Tally, AllPay & BBPS integration.
- Help channels in giving demonstration of our system to existing as well as prospective clients.
- Interact with Implementation team, setup team & operations to sort out client issues are sorted/ensure customer is served as per agreed TAT.
- Understand specific MIS requirement (if any) of the customers & arrange to deliver reports thru PSM/IMT.
- Prepare the MIS & MIS analysis on assigned book.
• Requirements:
- Preferably Graduate/Post Graduate. Normally we hire BBA/BAF/MBA/MCA/BSE-IT/B.Tech
- Fresher/1 years of post-degree experience in Implementation, Branch Banking, IT Support or Operations
- Should have good communication skills - Written & Oral
- Must be fluent in regional/local language & English.
- Tech savvy with good knowledge MS Office & MIS Tools
- Must have Bike & ready to travel for c
💡 Quick Summary
Seeking a career-building opportunity? The Activation Offer-branch Banking-cms position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.