About this role
- As an Onboarding Officer for Video KYC (VKYC) under Kotak 811 Digital Banking, you will be responsible for completing full KYC verification for customers via secure video calls.
- This role is critical in ensuring a smooth, compliant, and customer-friendly onboarding experience.
- You will verify customer details, ensure documentation accuracy, and maintain high service standards throughout the VKYC process.
- In addition to KYC verification, you will also engage in cross-selling banking products, providing accurate product information, and ensuring customer satisfaction.
- The role demands excellent communication skills, attention to detail, and a professional demeanor to represent the bank effectively.
- 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.