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

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Kotak Mahindra Bank

2d ago

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

AI generated summary

  • You must be a graduate with good English and local language skills. Presentable, well-groomed, dedicated, and willing to work in shifts. Display integrity and a willingness to learn.
  • You will conduct video calls for KYC verification, maintain customer relationships, cross-sell products, ensure timely follow-ups, meet targets, and adhere to quality and security standards.

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 responsibility of the Onboarding Officer - Video KYC?

The primary responsibility is to video call customers to complete the Full KYC process and verify the details submitted while opening the account.

What languages should candidates be fluent in for this role?

Candidates should have decent English communication skills, and fluency in local languages such as Telugu, Kannada, Tamil, Malayalam, Marathi, or Gujarati will be an added advantage.

What qualifications are required for this position?

Candidates need to be graduates with good communication skills in English.

What kind of personality traits are expected from candidates?

Candidates should have a pleasing personality, be presentable, dedicated, and display integrity.

Is there a specific dress code for male and female candidates?

Yes, male candidates should be well-groomed with no visible tattoos or piercings, in formal attire, while female candidates should also be well-groomed, decently dressed, and without tattoos or fancier hair colors.

Will the Onboarding Officer need to follow up with customers?

Yes, it is required to take callbacks if the customer is busy and ensure timely follow-ups.

Are there any targets that the Onboarding Officer needs to meet?

Yes, the officer is expected to meet targets on conversion and cross-selling of banking products as defined from time to time.

Is there a focus on customer service in this role?

Yes, maintaining a good relationship with customers and ensuring customer delight through consistent service experience is a key part of the role.

Will there be opportunities for learning and improvement?

Yes, candidates should display a willingness to learn and have an attitude of continuous improvement, as feedback will be provided for performance enhancement.

Are there specific working hours for this job?

Yes, candidates should be willing to work in rotating shifts.

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.