Onboarding Officer-Video KYC-Digital Banking Kotak 811-Regional Sales
Job Description
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
· 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