Onboarding Officer - Video KYC_Digital Banking Kotak 811_0768_1461_1050139
Hcbt Open · verified Oct 16, 2026 At a glance
Mid-level Video Production role at Hcbt. Thane · full-time.
Pay not stated Video Production salary
growthroles summary, based on the employer's posting.
What you'll do
- Complete customer identity checks over secure video calls, confirming the person matches the application
- Check submitted details against documents and keep records of calls and customer interactions
- Pitch relevant banking products, explain them accurately, and work toward conversion and cross-selling targets
- Call back customers who were unavailable and resolve queries promptly to support a courteous experience
- Follow security and quality procedures, applying process updates and feedback from team leaders and quality coaches
What you bring
- Careful attention to detail when checking customer information and supporting documents
- Clear, professional communication for video-based customer conversations and product explanations
- A customer-focused approach while meeting verification, service and sales targets
Who this fits
This role suits someone comfortable combining video-based identity checks with customer service and cross-selling. The position is based in Thane, India.
From the employer
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.Not this one either?
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