Activation Officer - CMS-BRANCH BANKING-CMS

Kotak Mahindra Bank

1 - 3 years

Chandigarh

Posted: 18/03/2025

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

 

 

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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