Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_5031_1038882
Core
Conduct secure video calls to verify customer identity and documents during account opening (Full KYC) and cross-sell banking products.
Role type
Customer-facing onboarding officer (Video KYC)
Builds
Verified customer accounts and banking product sales
Domain
Digital Banking / Financial Services
Deliverable
client delivery
Required skills
Video KYC execution, document verification, Right Party Verification, cross-selling, callback management, customer service, adherence to security norms
Preferred skills
Fluency in local languages (Telugu, Kannada, Tamil, Malayalam, Marathi, Gujarati), formal attire presentation
Technologies
Video calling platforms
Responsibilities
Conduct secure video calls to complete full KYC verification. Verify customer-submitted details and ensure documents match the application. Confirm VKYC is completed by the correct individual. Cross-sell relevant banking products and services. Provide accurate product information. Follow up with unavailable customers for timely callbacks. Meet conversion and cross-selling targets. Maintain detailed records of interactions. Adhere to information security and quality process standards.