Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_5031_1038882

Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_5031_1038882

Description for Candidates  

Job Role:

·         Video call customers to complete the Full KYC

·         Verify the details submitted by the customer while opening the account and Documents submitted are matching

·         Ensure VKYC is completed by the Right Party only

·         Should maintain a good relationship with the customer throughout the KYC process.

·         Cross-sell other banking products.

·         Give complete and correct information on all the products pitched to the customer

·         Take call backs in case the customer is busy and ensure the follow up is done on time

·         Responsible for quality communication and customer servicing within laid down productivity and service benchmarks.

·         Meet targets on conversion and Cross selling as defined from time to time.

·         Ensure customer “delight” and consistent service experience, including timely resolution of customer queries/issues.

·         Adherence to Information Security norms & quality process norms.

·         To be aware of and comply with any updates about the process

·         Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance

 

 

 Job Requirements:

·         Graduate with decent English communication.

·         Candidates with fluency in local languages will be an added advantage (Telegu, Kannada, Tamil, Malayalam, Marathi & Gujarati)

·         Candidate should have a pleasing personality and should be presentable.

• Male Candidate should be well groomed with no visible tattoos, piercing, fancy hair colour, Formal attire which should be clean and well ironed, tie, etc.
• Female Candidate should be well groomed, decently dressed, no Tatoos/ Inks, no fancy hair colour (Streaks), and light makeover.
• Should be dedicated and display integrity.
• Willingness to learn with an attitude of continuous improvement.
• Willing to work in rotating shifts

 

Conduct secure video calls with customers to complete full KYC verification. Verify customer-submitted details and ensure documents match the application. Confirm VKYC is completed by the correct individual (Right Party Verification). Maintain a courteous and professional relationship with customers during the KYC process. Cross-sell relevant banking products and services during interactions. Provide complete and accurate information about products pitched to customers. Follow up with customers who are unavailable during initial contact and ensure timely callbacks. Meet defined targets for VKYC conversions and cross-selling. Ensure customer delight through consistent service and timely resolution of queries. Maintain detailed records of calls and customer interactions. Adhere to information security norms and quality process standards. Stay updated on process changes and implement feedback from team leaders and quality coaches.

Experience Level

Mid Level