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Onboarding Officer-Video KYC-Digital Banking Kotak 811-Regional Sales

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Kotak Mahindra Bank

Aug 22

Applications are closed

  • Job
    Full-time
    Entry, Junior & Mid Level
  • Customer Relations
    Banking & Finance

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.

Responsibilities

  • - 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

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.

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Kotak Mahindra Bank

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.

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