Job Description
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
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
💡 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 Mumbai 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.