Job Description
To provide solution design and business support across the zone by aligning customer requirements with banking products, services, and business objectives.
Responsibilities
Engage with RMs and client teams to understand receivables/payables needs. Support solution proposals, demos, and POCs. Recommend optimal payment/collection modes (NEFT, RTGS, UPI, etc.). Design ERP-integrated solutions via APIs, H2H, SFTP. Collaborate with Product/Tech teams for customization and prepare functional specs. Manage end-to-end implementation, testing, and go-live. Liaise across teams for timely delivery. Provide post-go-live support, resolve issues, gather feedback, and drive improvements. Train internal teams and track implementation status via dashboards.
Client Solutioning & Pre-Sales Support
- Engage with RMs and client-facing teams to understand customer requirements around receivables and payables management.
- Assist in developing solution proposals, product demonstrations, and proof of concept (POC) tailored to client needs.
- Evaluate and recommend optimal modes of collections/payments (NEFT, RTGS, IMPS, UPI, NACH, Virtual Accounts, QR, Payment Gateways, etc.).
Solution Design & Customization
- Design integrated solutions compatible with client ERP/accounting/billing systems through APIs, Host-to-Host (H2H), SFTP, etc.
- Collaborate with the Transaction Banking team to tailor existing products or develop new capabilities.
- Prepare functional requirement specifications for new features or customizations.
Project Management & Implementation
- Drive the end-to-end onboarding and implementation of payment/collection solutions for customers.
- Liaise with the Technology, Operations, and Product teams to ensure seamless and timely delivery.
- Monitor implementation progress, conduct testing (UAT), and manage go-live activities.
Internal Stakeholder Collaboration
- Act as a key point of contact for RMs, Branch Managers, and senior field leadership for solutioning support.
- Train internal teams on solution capabilities and implementation timelines.
- Provide regular updates and dashboards on implementation pipeline and status.
Post-Go-Live Support & Client Satisfaction
- Ensure smooth transition of implemented solutions to business-as-usual (BAU) teams.
- Troubleshoot post-implementation issues and coordinate with relevant teams for resolution.
- Collect client feedback and identify areas for continuous improvement in solution delivery.
Qualifications
Experience: 7 to 10 years
Qualifications:
Post Graduate in Technology/Engineering
Job Details
| Role Level: | Mid-Level | Work Type: | Full-Time |
|---|---|---|---|
| Country: | India | City: | Ernakulam ,Kerala |
| Company Website: | www.csb.bank.in | Job Function: | Sales |
| Company Industry/ Sector: |
Banking | ||
What We Offer
About the Company
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