FAQs
What is the primary role of an Onboarding Officer in this position?
The primary role is to complete the Full KYC process with customers via video calls, verifying submitted details and ensuring a good customer relationship throughout the KYC process.
What kind of banking products will I be required to cross-sell?
As an Onboarding Officer, you will be responsible for cross-selling various banking products while providing complete and correct information on all products pitched to the customer.
What qualifications are required for this job?
A graduate degree with decent English communication skills is required. Fluency in local languages (Telugu, Kannada, Tamil, Malayalam, Marathi & Gujarati) is an added advantage.
Is there a dress code for this position?
Yes, male candidates should be well-groomed with no visible tattoos or piercings, dressed in formal attire including a tie. Female candidates should also be well-groomed and decently dressed, with no tattoos or fancy hair color.
Will I need to work in shifts?
Yes, candidates must be willing to work in rotating shifts.
What are the key qualities expected from candidates applying for this position?
Candidates should have a pleasing personality, display integrity, and demonstrate a willingness to learn with an attitude of continuous improvement.
Are there any specific compliance requirements associated with this role?
Yes, adherence to Information Security norms and quality process norms is mandatory.
How will performance be evaluated in this role?
Performance will be measured based on targets set for conversion and cross-selling, as well as maintaining quality communication and timely resolution of customer queries/issues.
Is training provided for this position?
Yes, candidates will receive coaching and guidance from their Team Leader/Team Coach to improve performance based on feedback.
Can I expect to handle multiple customer interactions in a day?
Yes, you will be responsible for managing multiple customer interactions while ensuring quality service and adherence to productivity benchmarks.