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Kotak Life Insurance logo

Activation Officer - CMS-BRANCH BANKING-CMS

1 - 4 years

2 - 4 Lacs

Ahmedabad

Posted:1 day ago| Platform: Naukri logo

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Skills Required

mis analysis sales relationship management mis branch banking retail banking mis reporting customer service vlookup banking operations accounting cross selling financial services marketing retail liabilities advanced excel private banking finance

Work Mode

Work from Office

Job Type

Full Time

Job Description


  
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

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