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Kotak Life Insurance
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Activation Officer - CMS-BRANCH BANKING-CMS

Activation Officer - CMS-BRANCH BANKING-CMS

Kotak Life Insurance

1 - 6 years

2 - 4 Lacs

Chandigarh

Posted:6 days ago| Platform:

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Skills Required

cms sales mis wealth management branch banking retail banking customer service banking operations accounting cross selling financial services transaction banking retail liabilities relationship management wholesale banking finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Activation Desk - CMS
Transaction Banking Group CMS-Product Support Team Location Mumbai Number of Positions 1 Reporting Relationships Chief Manager Position Grade M1 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.

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

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

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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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3205 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Activation Officer - CMS-BRANCH BANKING-CMS